Title Closing Advisor I

3 months ago

Wall, United States Weichert, Realtors Full time

Heritage Abstract Company is hiring a Title Closing Advisor I in Monmouth County, NJ. The Title Closing Advisor I (TCA I) will play a vital role in expanding the Company’s client base and promoting the title insurance services. The position is responsible for engaging potential clients, building relationships and ultimately driving sales growth.



Job responsibilities include, but are not limited to, the following:

Secures title insurance orders from a variety of customers including realtors, attorneys, loan officers, banks, lenders, investors, and buyers through team and individual efforts.
Manages title sales activities, including monitoring the order pipeline from order entry to closing.
Works in conjunction with assigned Weichert partners, participates in weekly huddle calls, periodic office meetings, and other events to build and maintain prosperous relationships with fellow members of the team in order to generate new business opportunities.
Sells title services to achieve monthly and annual sales objectives. Monitors individual performance on a daily basis to ensure objectives are met. Responsible for maintaining accurate records and reporting.
Develops efficient sales and marketing efforts and processes to drive sales efforts. Ensures all customers are effectively communicated with and shares desired service objectives with the operations team.
Builds and maintains relationships through sales initiatives including frequent networking, event management, new relationship on-boarding, order completion, and customer retention.
Delivers presentations at sales office meetings and to new customers.
Partners with the Operations Team to build trusted partnerships and to achieve targeted sales goals. Provides necessary support to communicate with all parties.
Adheres to all Title workflows through the use of the Company’s systems, tools and processes.
Attends meetings as scheduled by the Branch Managers and/or other management staff as deemed appropriate.
Performs other duties as assigned.

Requirements

The ideal candidate will meet the following requirements:

High school diploma or GED
Associate’s or Bachelor’s degree preferred
Title Insurance License or application to get title license is required
Valid driver’s license required
Minimum of one (1) year of sales experience required
Previous experience in the title or residential real estate industry strongly preferred
Book of business strongly preferred
Thorough understanding of the sales process with the ability to convert prospects into new business
Strong relationship building skills
Basic understanding of title insurance
Strong oral and written communications skills
Proficiency in Microsoft Office suite of products
Ability to conduct presentations and hold one-on-one meetings
Ability to multitask in a fast-paced environment
Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions
Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)

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