拨号与营销专员
Dialer & Marketing Specialist
市场运营职能支持未标注地域
公司NightOwl Consulting
薪资40,000 - 55,000 PHP
工作地点Worldwide
地域资格未标注地域
时区要求日间重叠约 9 小时,基本正常作息
用工类型Full Time
发布时间13 天前
数据来源Himalayas
Dialer & Marketing Specialist 负责外联工作、CRM 更新、招聘电话、成交后调查以及为房源制作每周营销传单。
主要职责
1. 房地产经纪人与贷款专员外联
- 联系房地产经纪人名单,为有产出的房地产经纪人和贷款专员安排每周会议。
- 所有外联过程中使用提供的通话脚本。
- 确认房地产经纪人过去 12 个月内至少有 4 笔买方交易。
- 在会议安排好后,向经纪人和贷款专员发送确认邮件。
- 为 3 名贷款发起人建立会议列表。
2. 数据录入与 CRM 管理
- 使用 CCM 房地产经纪人查找工具添加房地产经纪人联系方式:
- 姓名
- 电话
- 邮箱
- 在备注部分添加当前成交数据及日期。
- 建立并维护招聘名单。
3. 招聘外联
- 初期招聘工作集中于佛罗里达州以下县区:
- Alachua
- Levy
- Gilchrist
- Columbia
- Suwannee
- Union
- Marion
- Volusia
- 拨打潜在候选人电话,每周安排 7–15 次团队会议(每次 7–15 分钟的对话)。
4. 成交后调查电话
每月进行两次跟进调查:
- 1 日–15 日
- 16 日–31 日
为每笔成交贷款联系以下人员:
- 挂牌经纪人
- 买家经纪人
- 借款人
在电话中:
- 提问客户满意度问题。
- 请求他们完成在线评价。
- 跟进推荐机会。
5. 营销支持任务
- 按照分行指示制作每周营销传单。
- 在 RAC 中创建营销传单。
- 按照分行指示共同推广房屋传单。
- 每周业务结束时获取房源列表。
- 最终能够主动识别需要传单的房源,而无需额外指导。
技能、知识与专长
- 具备良好的沟通和电话技巧,以保持持续的外呼工作。
- 能够遵循脚本并专业地处理安排会议的对话。
- 熟练使用 CRM 和数据录入;准确更新联系信息和成交详情。
- 熟悉房地产经纪人/贷款专员术语、成交指标和外联流程。
- 有 CCM 房地产经纪人查找工具和 RAC 的使用经验(或快速学习能力)。
- 具备组织能力,能为多位贷款发起人管理列表、日程和跟进工作。
- 具备时间管理能力,以满足每周的电话和会议配额。
- 具备客户服务技能,用于成交后调查电话和评价请求。
- 具备基础的营销设计技能,以制作传单。
查看英文原文
Dialer & Marketing Specialist handles outreach, CRM updates, recruiting calls, post-closing surveys, and creates weekly marketing flyers for listings.
Key Responsibilities
1. Realtor & Loan Officer Outreach
- Call the Realtor list to schedule weekly appointments with producing Realtors and Loan Officers.
- Use the provided calling script during all outreach.
- Verify Realtors have at least 4 buy-sides in the last 12 months.
- Send confirmation emails to Agents and Loan Officers after appointments are set.
- Build out appointment lists for 3 Loan Originators.
2. Data Entry & CRM Management
- Use the CCM Realtor Lookup Tool to add Realtor contact information:
- Name
- Phone
- Add current production data with dates in the comments section.
- Build and maintain the Recruiting List.
3. Recruiting Outreach
- Focus initial recruiting efforts on Florida counties:
- Alachua
- Levy
- Gilchrist
- Columbia
- Suwannee
- Union
- Marion
- Volusia
- Call potential recruits and schedule 7–15 Teams calls per week (7–15 minute conversations).
4. Post-Closing Survey Calls
Perform follow-up surveys twice per month:
- 1st–15th
- 16th–31st
Call the following parties for each closed loan:
- Listing Agent
- Buyer’s Agent
- Borrower
During calls:
- Ask customer-satisfaction questions.
- Request they complete an online review.
- Follow up on referral opportunities.
5. Marketing Support Tasks
- Create weekly marketing flyers as directed by the branch.
- Build marketing flyers in RAC.
- Co-market flyers for homes as directed by the branch.
- Expect the listing list at the close of business each week.
- Eventually, take initiative to identify listings needing flyers without needing direction.
Skills, Knowledge and Expertise
- Strong communication and phone skills for consistent outbound calling.
- Ability to follow scripts and handle scheduling conversations professionally.
- CRM and data-entry proficiency; accuracy in updating contact info and production details.
- Familiarity with Realtor/loan officer terminology, production metrics, and outreach processes.
- Experience with tools like CCM Realtor Lookup and RAC (or ability to learn quickly).
- Organizational skills to manage lists, schedules, and follow-ups for multiple loan originators.
- Time management to meet weekly call and appointment quotas.
- Customer service skills for post-closing survey calls and review requests.
- Basic marketing design skills to create flyers and co-marketing materials.
- Initiative and attention to detail to identify listings needing marketing support without prompting.
Benefits
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- 1,000 PHP De Minimis
- Equipment and software provided
Originally posted on Himalayas
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