Mortgage Sales Trianing Program

Project status
Project start date
Not specified
Project posted
23 Nov 2016 18:56
Project duration (approx.)
5.0 Days
Budget (approx.)
US$720 / day
Consumer Goods & Services, Financial Services, Real Estate
Area of expertise
Human Resources, Operations, Sales / Business Development
Consultant location

Objectives and Key Deliverables

Mortgage call center is seeking a consultant to help create a training regimen. Topics include; sales techniques (qualifying, closing, establishing rapport), the mortgage process, loan guidelines, effective use of SalesForce CRM, and other items as needed.

Consultant will review existing documentation, make recommendations for improvement and create a new unified training manual.

Background in sales management and business development.
MBA preferred.

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