Sales Associate, Financial Sales

Kwik Mortgage Corporation10 months ago
Parsippany-Troy Hills, NJ, United States
On-site
Full-time
Beginner Level (< 1 year)

Job Description

Position Overview

Kwik Mortgage is a multi‐state licensed, independent mortgage lender headquartered in Parsippany, NJ, focused on delivering transparent, competitive, and consumer‐first home financing solutions. Home Lend Mortgage, our Direct-to-Consumer division, combines technology, data-driven marketing, and a consultative approach to help borrowers confidently navigate one of the most important financial decisions of their lives.

Associates play a critical role in the Home Lend growth engine—engaging with consumers, qualifying interest, and helping borrowers take their first steps toward home ownership or refinancing. This role is designed as a pathway into licensed mortgage production for high performers, with performance-based opportunities to advance into Licensed Loan Officer positions and beyond.

Key Responsibilities

  • Engage with prospective customers via phone, text, and email
  • Qualify inbound consumer leads and identify borrower goals
  • Educate customers on the home buying and refinancing process
  • Take a consultative approach to guide borrowers forward
  • Partner closely with Loan Officers to nurture and advance the pipeline
  • Build rapport and maintain consistent follow-up
  • Meet or exceed monthly performance metrics
  • Obtain and maintain NMLS licensing (within first 90 days)
  • Weekend availability may be required based on business needs

Required Qualifications

  • 0–2 years of experience in sales, customer service, or a consumer-facing role
  • Strong interest in building a career in mortgage or financial services
  • Confident communicator with a customer-first mindset
  • Comfortable working toward goals in a fast-paced environment
  • High level of integrity, accountability, and work ethic
  • Coachable and open to feedback

Compensation & Benefits

  • Base Salary: $45,000 – $55,000 annually, depending on experience
  • Performance-based Incentives: Paid monthly based on engagement and conversion metrics. Typical first-year total compensation: $45,000 – $65,000
  • Benefits & Perks: 401(k), competitive salary, opportunity for advancement, training & development
  • Medical, dental, and vision coverage
  • Paid time off and holidays
  • NMLS licensing support, training, and ongoing professional development

Kwik Mortgage and Home Lend Mortgage are equal opportunity employers. Employment decisions are based on merit, performance, and business needs.

Required Skills

Consultative Selling
Effective Communication
Team Collaboration
Lead Qualification
Mortgage Process Education
Adaptability
Customer Engagement
Goal-Oriented
Follow-Up
Inbound Sales