Loan Advisor - Sales Training Provided

About the role

As a Loan Advisor, you’ll connect with clients over the phone, listen to their goals, and help them secure mortgage options to improve their financial future. We don’t just sell loans; we offer education and support every step of the way.

Responsibilities

• Conduct outbound sales calls to potential clients (warm leads provided)
• Understand customer needs, then prepare and present tailored mortgage products
• Educate customers on financial solutions through a consultative sales process
• Manage your sales pipeline and follow up consistently with your clients all the way through their closing
• Achieve daily, weekly, and monthly sales goals with support from leadership

Requirements

• Strong communication skills
• An interest in developing your career in sales
• Bachelor’s degree is preferred but not required

Qualifications

• Grit and determination
• External motivation
• Strong work ethic
• Excellent communication
• Passion for winning
• Team player

Skills

• Outbound sales skills
• Financial advising
• Consultative selling

Benefits

• Comprehensive paid training in mortgage lending, sales, and financial advising, with immediate bonus opportunities
• Career advancement based on sales performance, not tenure, and a clearly defined path where all promotions come from within
• A supportive, fast-paced, and fun team environment
• Highly competitive compensation package
• Comprehensive benefits (health insurance, 401k employer match, PTO, paid community outreach, gym membership, dental, vision, and life insurance)

Pay

• True base salary + uncapped commission (top performers earn $100,000+ annually)

Schedule

• This is an on-site position in Mason, Ohio