Sales Associate, Financial Sales
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.