Agent Outreach Specialist

This role is responsible for initiating conversations with real estate agents, identifying opportunities, and scheduling qualified meetings for our loan officers. This is not a script-reading or call center role. We are looking for someone who can think, engage, and create meaningful business conversations.

Key Responsibilities

• Identify and research real estate agents within target markets
• Execute daily outbound outreach (calls, texts, and emails)
• Engage agents in professional, value-driven conversations
• Qualify agents based on activity, production, and opportunity
• Schedule meetings directly onto loan officer calendars
• Provide detailed notes and context to set meetings up for success
• Follow up consistently with agents to build ongoing relationships
• Partner with marketing and sales leadership on campaigns and messaging
• Track activity, conversations, and outcomes in CRM

Skills, Knowledge and Expertise

• Inside Sales Agent (ISA) or real estate team experience
• B2B SDR / appointment setting experience (SaaS, recruiting, etc.)
• Mortgage or real estate support roles with strong communication skills
• Experience booking meetings or generating opportunities

Benefits

• Above market salary
• HMO on Day 1 for principal and two dependents
• Government-mandated benefits
• Performance-based Incentives
• Quarterly Company Events
• In-depth training for career growth
• Great Company Culture and HR experience
• 1,000 PHP De Minimis
• Equipment and software provided

Originally posted on Himalayas