Sales Advisor jobs in United States, Arizona, Tempe
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Company
Job type
Job categories
Job title (1)
United States
Arizona
Tempe
12 jobs found
22.07.2025
JPM
JPMorgan Sales- Consumer Direct Home Lending Advisor-Tempe United States, Arizona, Tempe
Convert warm inbound and outbound leads into mortgage loan applications. Utilize our CRM tool to log all customer contacts and schedule follow-ups. Employ consultative selling techniques in a call center...
A valid and active Series 7. A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a...
Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy. Maintain a knowledge of all client programs, products, and procedures and support various...
Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models. Assist with client call...
Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution...
Manage and develop teams of Mortgage Sales Managers, Mortgage Sales consultants and Support staff. Engage and influence business partners, management, or supervisory staff to maintain a balance between day to...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
Convert warm inbound and outbound leads into mortgage loan applications. Utilize our CRM tool to log all customer contacts and schedule follow-ups. Employ consultative selling techniques in a call center...
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