Sales Executive / Call center (Mortgage Call Specialist) (US Shift-EST)

Sales Executive / Call center (Mortgage Call Specialist) (US Shift-EST)

Location: Ithum Tower, Noida-62 (Onsite)

Experience: 1 years -7 year Experience

Shift Hours: 07:00pm to 04:00pm (IST)

Candidates must be confident on the phone, disciplined, and able to follow scripts and processes exactly.

Key Responsibilities

Core Responsibilities

• Call inbound and outbound mortgage leads provided by Cashly

• Qualify prospects using a structured script

• Ask discovery questions to understand:

• Property type

• Loan amount

• Timeline

• Credit situation (high-level)

• Urgency

• Book qualified appointments directly into the advisor’s calendar

• Confirm appointments via call, SMS, or WhatsApp (as instructed)

• Update CRM accurately after every call

• Follow up with leads who did not answer or requested callbacks

Performance Expectations

• High daily call volume (minimum targets will be set)

• Strong contact rate and appointment booking rate

• Clear, professional spoken English

• Strict adherence to scripts, objection handling, and compliance guidelines

• Zero misinformation or promises to clients

What This Role Is NOT

• Not cold calling random lists

• Not aggressive selling

• Not improvising scripts

• Not freelancing or part-time multitasking

This is a process-driven sales role.

Required Skills & Qualifications

Must-Have

• Excellent spoken English (neutral or near-neutral accent preferred)

• Previous experience in:

• Appointment setting

• Inside sales

• Call center roles

• Real estate / mortgage / insurance calling (strong plus)

• Comfortable speaking with Canadian clients

• Ability to follow scripts word-for-word

• Comfortable handling objections calmly

• Fast learner with strong listening skills

• Reliable internet, laptop, headset, and quiet workspace

Strongly Preferred

• Experience calling North America (Canada or USA)

• Experience using CRM systems

• Mortgage, real estate, insurance, or financial services background

• Long-term mindset (not short-term gig hopping)

This is not telemarketing.

This is not cold selling.

This is a professional phone role focused on qualification, trust-building, and booking solid appointments.

Candidates must be confident on the phone, disciplined, and able to follow scripts and processes exactly.