Executive Retention Specialist
West Roseville, CA
Sales – Mortgage Sales /
Full Time /
On-site
About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
Makes outbound calls utilizing the lead database to re-engage with clients that have already been transferred to a Mortgage Specialist and then makes a live transfer back to the Mortgage Specialist in an effort to get the loan in the pipeline. Occasionally may be calling on leads that have not spoken to a Mortgage Specialist, but are interested in financing their home.
Essential Job Duties & Responsibilities:
- Make outbound calls utilizing lead management software on existing leads and transferring live customers over to the Mortgage Specialist for further conversation
- Communicate with Mortgage Specialist and log activity in lead management software
- Utilize effective sales techniques to qualify leads and transfer to Sales
Required Skills, Knowledge & Abilities:
- 1-2 years experience of proven sales prospecting experience
- Prior telemarketing experience with financial products preferred
- Proficiency with Microsoft Office applications
- Self-motivated and extremely goal-oriented
- Team Player
- Professional demeanor
Compensation: $24.04/hr + potential bonus opportunities
Additional Information Regarding Job Duties and Job Descriptions:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
