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Home Equity Consultant

Tempe, AZ

About Unlock

Unlock’s mission is to unleash the power of home equity to enrich people’s lives. We do this through a financial solution called a Home Equity Agreement or HEA, an entirely new way to access and utilize home equity. We’re not a lender, so there are no interest charges or monthly payments and homeowners with poor credit or high levels of debt can still qualify. We're beyond passionate about helping our customers build greater financial resiliency. We are mission driven, consumer centric and our products are designed for the way homeowners want to live their lives today - with flexibility and control.

About the role

Unlock Technologies is seeking a Home Equity Consultant (HEC) is a critical member of the Unlock team. As first point of contact for our  customers, the HEC must effectively and compassionately help our customers navigate our products and services, as subject matter experts. The role requires our HECs to expertly understand the sales process while delivering compassionate support and guidance through our system. HECs are required to function with a great deal of diligence, clarity, compassion and sales acumen in order to drive customer engagement and experience while fostering consumer loyalty.

What you'll do

  • Effectively manage individual lead database pipeline according to the company lead contact
    standards.
  • Receive and manage both inbound and outbound calls from our existing customers and lead sources.
  • Deliver persuasive consultation and inform customers on new products, services and policies.
  • Collaborate with colleagues to improve customer service and outcomes.
  • Effectively manages CRM flow and uses systems optimally to support our customers and team 
    members.
  • Effectively troubleshoots concerns and solves issues with an emphasis on sales principles and 
    outcomes.
  • Achieve monthly sales targets.

What we're looking for

  • Customer support or sales background.
  • Strong PC skills including working knowledge of the Microsoft environment and the ability to access, organize and relay information in a meaningful way.
  • Relevant CRM experience.
  • Demonstrated ability to effectively multitask various customer channels and professionally manage workflow.
  • Ability to work in a fast-paced, collaborative team environment. 
  • Strong organization skills, accurate, and detail-oriented.
  • MLO license is preferred.
  • Must be able to work onsite at our Tempe, AZ office Tuesday - Friday (11:30am - 8:00pm) and Saturday (9:00am - 5:00pm)

What we offer

  • Hourly Rate: $25 per hour
  • Monthly incentives based on performance.
  • Discretionary time off for rest and recharge.
  • Flexible work arrangements after the initial in-office training period.
  • Comprehensive health plans covering medical, dental, and vision, fully funded by us.
  • 4% employer match to your 401(k) contributions.

Unlock is an equal opportunity employer. We evaluate qualified applicants without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, gender identity or other protected status under all applicable laws, regulations, and ordinances.

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