Home Equity Sales Consultant (Investment Manager)

Position Overview

Hometap is seeking an ambitious and empathetic Home Equity Sales Consultant (Investment Manager) to join our sales team. In this role, you will connect with homeowners considering a Hometap investment, educating them on the product and guiding them through the application process. You will work with inbound leads, make a high volume of calls daily to connect with prospective homeowners, and serve as a single point of contact for those pursuing a Hometap investment. This position is a great fit if you demonstrate a strong drive toward success, naturally bring empathy into your conversations, and have experience in a closing sales role. Hometap’s sales team provides training, feedback, and coaching on a consistent basis, and we are looking for team members who want to contribute to the exciting growth of a new financial product and company.

About Hometap

Here at Hometap, we’re collaborative, passionate, and always ready to roll up our sleeves to create solutions that help people get more out of homeownership — and out of life. Our first product, a home equity investment, gives homeowners the opportunity to quickly access the equity they’ve built in their home to pay for what’s most important to them, from handling debt to finally making much-needed renovations, without taking on debt.

We work hard, and have some fun along the way, too. The Boston Globe and Forbes have recognized us as a great place to work, and we’ve been honored for our commitment to innovation in the fintech space by Inc., HousingWire, and more!

We also provide competitive compensation, healthcare coverage, unlimited PTO, a generous share package, and a strong culture with plenty of opportunities for team-building and camaraderie.

Interested in joining us on our mission to make homeownership less stressful and more accessible? We’d love to talk.

Responsibilities

• Engage with homeowners interested in a home equity investment from Hometap, educating them on the product and connecting with empathy to understand their circumstances.
• Guide homeowners through the Hometap investment process, serving as a single point of contact, providing updates on application status, underwriting, and closing activities.
• Collaborate with internal team members (processors, underwriters, etc.) to ensure an efficient process for Homeowners.
• Provide ongoing communication to homeowners via phone, email, and text, providing status updates, responding to questions, requesting documentation, etc.
• Develop a deep understanding of Hometap’s home equity investment (HEI) product and unique sales approach.
• Utilize Salesforce to document and manage sales activities in the pipeline.
• Learn and utilize Hometap’s proprietary Hub to keep applications up to date and communicate next steps to homeowners and Hometap’s internal team members.
• Meet and exceed monthly and quarterly sales goals.
• Stay up to date on the competitive landscape and how to best position Hometap in the market.
• Collaborate with sales team members and colleagues across the organization (e.g., originations, marketing, legal) to resolve questions and provide an excellent experience for homeowners.

Requirements

• 3+ years of sales experience in a closing role – experience selling a financial product is a plus.
• The drive and commitment to achieve and exceed sales goals.
• Empathy – you put yourself in the homeowner’s shoes and take pride in providing a memorable experience.
• Excellent written and verbal communication skills, with a strong attention to detail.
• Technical aptitude to master our CRM; experience with Salesforce is a plus.
• Ability to thrive in a fast-paced environment, and to quickly adapt to changing priorities and processes.
• Interest in learning about Home Equity Investments, and an ability to educate homeowners about the product.
• Ability to balance individual sales goals with a collaborative, team-oriented approach.

Company Information

• Company: Hometap
• Recognition: The Boston Globe and Forbes (great place to work), Inc., HousingWire (innovation in fintech).
• Benefits: Competitive compensation, healthcare coverage, unlimited PTO, generous share package, strong culture with team-building opportunities.