Sales Development Representative - job 1 of 4

As a Sales Development Representative at Tomo, your main responsibilities include being the first point of contact for potential homebuyers, providing them with information about Tomo's mortgage offerings, and guiding them through the pre-application process. You'll engage with clients via text, email, phone, and live chat, ensuring a seamless customer experience while collaborating with Loan Officers to address any questions that require licensing.

To be a Sales Development Representative at Tomo, applicants should ideally have 1-2+ years of sales experience, strong communication skills, and a knack for building rapport with clients. While a background in financial services or technology is a plus, a positive attitude, adaptability, and a hunger for learning can go a long way in this role. Fluency in Spanish is also an optional but beneficial asset.

At Tomo, Sales Development Representatives play a critical role in ensuring a world-class customer experience by engaging customers thoughtfully and educating them about Tomo's offerings. By leveraging a combination of communication tools and providing personalized guidance, they'll establish trust and support customers as they navigate the homebuying process, ultimately creating a positive and memorable experience.

While previous experience in the financial services industry is advantageous for a Sales Development Representative at Tomo, it is not strictly required. Candidates with diverse sales backgrounds and a strong desire to learn about the mortgage industry are encouraged to apply. Tomo values a range of perspectives and skills that contribute to team success.

Tomo believes in compensation transparency, and for the Sales Development Representative role, the expected on-target earnings (OTE) is approximately $67,000. This reflects Tomo's commitment to recognizing and rewarding the hard work and contributions of its team members.

Prioritizing tasks effectively is crucial in a fast-paced environment like Tomo. I would start by assessing customer needs and urgency through organized communication channels. Creating a priority list based on the complexity of requests and deadlines would help ensure that all customers receive timely and focused attention.

Building rapport with a difficult customer involves active listening and empathy. I once encountered a customer who was frustrated with the process. I acknowledged their concerns, asked clarifying questions, and then provided tailored solutions. By validating their feelings and showing my commitment to help, I turned their experience into a positive interaction.

When educating customers about a new product or service, I focus on clarity and engagement. I would break down complex information into bite-sized pieces, use relatable examples, and invite questions to ensure understanding. Utilizing visual aids like slides or infographics can also enhance comprehension and retention.

Handling rejection is part of the sales process. I view it as an opportunity to learn. When faced with rejection, I reflect on the interaction to identify areas for improvement while keeping my long-term goals in focus. Staying connected with my team for support and celebrating small wins helps boost my motivation.

Teamwork is vital for success as a Sales Development Representative. Collaborating closely with colleagues, especially Loan Officers, allows us to share insights and address customer queries more effectively. By fostering an open communication culture, we can create a supportive environment where we learn from one another and enhance our collective performance.

To stay informed about industry trends and customer needs, I regularly engage in professional development activities such as webinars, reading industry blogs, and networking with peers. Staying attuned to market changes helps me tailor my approach to meet customer expectations and anticipate their questions.

Utilizing technology is essential in my role. I would leverage CRM systems to streamline customer interactions, manage leads efficiently, and analyze data for insights. Additionally, using communication tools enables me to engage with customers across multiple platforms effectively, enhancing their overall experience.

In my previous role, I noted that the follow-up process could be improved. I proposed a structured timeline for reaching out to leads and created templates to save time. After implementation, we saw a marked increase in customer engagement, which ultimately improved our conversion rates.

Adapting to changes requires a flexible mindset. I remain open to learning and embrace new processes as opportunities for improvement. By maintaining a positive attitude and approaching changes with curiosity, I can quickly adjust my methods to align with organizational goals.

I'm excited about working at Tomo because of its commitment to transforming the homebuying experience. The company's mission to empower homebuyers resonates with my values, and the opportunity to engage directly with customers and help them navigate this significant milestone is incredibly fulfilling. I’m eager to contribute to a mission-driven team.