• Experience using robust CRM tools such as Salesforce
• Experience managing an inbound sales pipeline
• Enthusiasm to support the financial well-being of homeowners
• Communication skills that go beyond the basics, including active listening, understanding homeowner needs and responding appropriately, staying composed under pressure, and communicating with empathy
• The ability to communicate complex information in a straightforward, easy-to-understand manner
• A true self-starter with a high level of initiative and self-motivation, determination to achieve goals
• A robust sense of self-confidence, self-worth, and professional demeanor that allows you to engage with homeowners and teammates effectively
• Ability to build rapport and maintain strong relationships, both with homeowners and teammates
• Strong sales aptitude: the ability to engage with and guide homeowners throughout the process, adapt your approach, follow up as needed, and inspire them to make informed decisions that align with their financial goals.
• Incredible attention to detail, ensuring accuracy and thoroughness in every aspect of your work
• Approaching challenges with an optimistic mindset and infectious positivity, seeing opportunities where others see obstacles
• Ability to handle sensitive information with the highest degree of integrity and confidentiality.
• Adaptability: Flexibility and resilience in adapting to the fast-paced and evolving nature of a startup environment
• Team-Oriented: Prioritizes collaboration, inclusivity, and teammate support
• Desire to participate in fast-paced, early-stage startup
• Ability to work 8:00 AM - 5:00 PM PST