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crmsalesforcecold callinglead generationreal estatemortgageoutboundbusiness & management
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Job Description
📋 Description
- Pre-sales support and outbound prospecting to acquire, onboard, and retain key customers.
- Cultivate new relationships via outbound sales; act as an early touchpoint to set the tone for the
- Develop understanding of lead generation processes and coordinate with marketing touchpoints for
- Set qualified appointments for DSA partners and contribute to the outbound pipeline.
🎯 Requirements
- Bachelor degree in finance, business administration, or equivalent
- 1 year of experience in customer service or sales
- Outbound/cold calling experience required
- Experience within mortgage/hard money/private money
- Salesforce experience preferred
- Intellectually curious with interest in real estate or mortgage
🎁 Benefits
- Medical, Dental, and Vision Insurance: free employee coverage; affordable dependents
- Health Savings Account (HSA): Kiavi contributes $1,000-$2,000
- Disability and Life Insurance: 1x annual salary coverage
- Remote Work Policy: remote-friendly with setups and stipends
- Flexible Time Off and Paid Leaves
- 401(k) with company match
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