Concierge Service Representative (CSR) - Remote/hybrid/in-office

The primary role of the CSR will be to create sales opportunities for the Retail Sales team. This will be accomplished by answering inbound calls to Longbridge Financial from customers wanting to obtain information about the reverse mortgage program and by initiating outbound calls to potential customers. The agent should be prepared to make 100+ dials per day. They will also be expected to meet business defined metrics of production.Required Skill Set:Answer incoming callsInitiate outbound callsCreate interest in reverse mortgage programQualify customer to meet program guidelines (AGE, LTV, Homeowner) scriptedTransfer interested and qualified customer to sales teamCreate appointments for follow upMail information packets to customersUpdate the Sales CRM with notes of each transaction