Job details
Job type full-time
Full job description
Overview: american advisors group (aag) is the nation’s leader in reverse mortgage lending, licensed to operate in 49 statesThe company, founded in 2004 by ceo reza jahangiri, is headquartered in orange, caWe are dedicated to helping american seniors leverage their home equity as an asset to help fund retirementAag has a 96% customer satisfaction rating and is a member of the national reverse mortgage lenders association (nrmla)We are looking for an ambitious and driven individual to grow with usWe operate in a fast-paced, dynamic environment where everyone on the team `comes to win`- our work atmosphere is highly- entrepreneurialAag’s success stems from our unique core values that are inherent in every employee:
Caring for our customers and treating them with the dignity and respect in which they deserve.
Driven to provide superior customer service.
Ethica l in how we conduct our work, every day.
Aag rewards hard work, promotes from within, supports career development and fosters a fun and friendly work environmentIf this sounds like a company you are interested in joining, please review the job description belowResponsibilities:
The customer relationship representative, will be responsible for various outbound campaigns assisting our nfs loan officers.
Duties & responsibilities:
Making b2b outbound calls to prospective financial planners, cpas, and/or realtors
Leveraging crm (salesforce), dialer will call on past clients that have funded loans with aag.
Utilize salesforce to complete/ edit all required lead/ client information
Create, set and confirm appointments for national field sales (nfs) field loan officers (flo)
Track, manage and report all activity to flo and manager
Providing excellent customer service using care standards for excellence.
Ensures client issues are handled appropriately, escalating when necessary
Works assigned views/queues to meet or exceed department goals
Qualifications: skill set:
2 years call center experience – preferably outbound dialing
Financial services background preferred, but not necessary
Able to work full time, punctual, and good attendance.
A highly driven and self-motivated individual ready to work in a fast-paced and energetic call center.
An ambitious professional looking for opportunity and career advancement.
Ability to multi-task, displays a professional demeanor, and love challenges.
