Mortgage Sales Trianing Program

Project status
Project posted
23rd November 2016
Project duration (approx.)
5.0 Days
Budget (approx.)
$720 / day
Financial Services , Real Estate , Consumer Services
Area of expertise
Human Resources , Operations , Sales / Business Development
Consultant location

Background & Objectives

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.

Key deliverables

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

Consultant requirements

Background in sales management and business development.
MBA preferred.

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