Posted 3 months ago
Agent Outreach Specialist
ClientRemoteFull-time
AI Summary
The Agent Outreach Specialist initiates conversations with real estate agents, conducts outbound outreach via calls, texts, and email, qualifies agents, schedules meetings for loan officers, and partners with marketing and sales leadership.
About this role
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 & 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
Skills
Appointment SettingB2B SDRCRMInside Sales Agent (ISA)MortgageReal EstateRecruitingSaaS
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