Sales Development Program - Financial Services
Listed on 2025-12-31
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Sales
Bilingual, Customer Success Mgr./ CSM
Sales Development Program - Financial Services
Starting February 23rd, 2026!
Summary: The Boost Sales Development Program is a pathway to becoming a customer focused Loan Advisor and sales professional within the Call Center department. Employees will provide high quality service by assisting potential and current customers in selecting the best mortgage options and taking ownership to resolve problems and meet customer needs upon successfully obtaining the necessary state mortgage originator licenses.
All candidates will go through the intensive 12‑month Boost Sales Development Program (on the job training) to obtain the necessary state mortgage originator licenses and be trained in the role. This role will require flexible scheduling (weekends and late nights).
Job Duties and Responsibilities
- Successfully completing the three training levels within the program including passing the SAFE Exam, obtaining the required state mortgage originator licenses, and all other training courses and activities.
- Perform a high volume of inbound and outbound phone calls within a call center environment.
- Understand and comply with requirements of applicable federal and state laws and regulations. Build customer relationships by actively listening and resolving complaints quickly, efficiently, and accurately.
- Provide information and knowledgeable assistance regarding mortgage loans by retrieving loan information and providing customers with information quickly and accurately.
- Build relationships with both internal and external customers.
- Exhibit professionalism and take pride in work when dealing with the customers.
- Proactively respond to customer inquiries or complaints while providing outstanding customer service and follow‑up.
- Comply with all company policies and procedures.
- Maintain regular and punctual attendance.
Performs other related duties as assigned.
Supervisory ResponsibilitiesThis position is an individual contributor with no direct reports and has no supervisory responsibilities.
Qualifications- High School Diploma, some college coursework, associate degree, or equivalent experience.
- 2 – 8 years’ related experience and/or training; or equivalent combination of education and experience.
- Self‑starter, goal‑oriented sales professional who is focused on providing the highest level of customer service.
- Strong interpersonal and communication skills, both verbal and written.
- Demonstrated motivation, resilience, and self‑initiative.
- Ability to manage multiple projects concurrently while meeting deadlines.
- Proven problem‑solving abilities and consultative sales skills.
- Proficiency in time management and organizational skills.
- Independent, results‑oriented mindset with a commitment to excellence.
- A genuine interest in pursuing a career in sales within the mortgage industry.
- Eligibility to work in the United States without the need for sponsorship.
- This is a hybrid position requiring candidates to be within a commutable distance to the assigned location.
- Applicants for this position should be prepared to travel approximately once per month, often requiring overnight stays.
- We are only able to consider U.S. citizens or individuals with legal authorization to work in the United States for this role. Foreign nationals requiring sponsorship are not eligible.
Candidates must pass the NMLS S.A.F.E. exam during this program.
Work ComplexityProblems and issues faced are general but require analysis of FFOC’s policies and procedures, as well as external best practices and regulations, to assess and resolve.
Work EnvironmentThe work environment is a typical interior office. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level is usually moderate.
Physical DemandsFrequent sitting and talking or hearing; occasionally standing, walking, using hands, reaching; must occasionally lift up to 25 pounds.
Equal Employment OpportunityThe company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital…
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