Do you have infectious energy and an eagerness to learn? Play a pivotal role in providing a 5-star experience by engaging and re-engaging our clients as a Sales Specialist! The role focuses on improving the client’s overall experience while working directly with our Loan Officers to soon become one yourself!


  • Communicate with potential clients, who have applied online or called directly. Warm leads only, no cold calling
  • Qualify the client & send their account information to a Loan Advisor to process their application
  • Conduct strong client management by ensuring the client is moving along in the process
  • Track success and source of the leads
  • Inform previous clients of changes in the mortgage industry via phone, email or text
  • Hold the Loan Advisor responsible for appointments with clients
  • Apply new techniques and sharpen sales skills through daily meetings
  • Assist with any miscellaneous marketing requests or specialized call campaigns
  • Bring a positive attitude and a willingness to get better every day!
  • Bring new ideas to help improve the position and company!


  • Bachelor’s Degree
  • 0 – 2 years sales experience
  • Highly competitive with a drive for success
  • Innovative
  • Embody the Hall Financial CODE: Camaraderie, Optimism, Drive, Evolving


  • Internal growth and career development – We’ll teach you the ropes and help you reach your goals!
  • Competitive compensation
  • Benefits: medical, dental, vision, and life insurance, health and flex spending plans, 401K, PTO, discounts at local businesses
    • Home Buying/Refinancing: We also provide generous offers to team members when it comes to purchasing or refinancing on a home, with discounted rates on all mortgage products.
    • Incredible incentives: event tickets, team outings, individual and team goal bonuses
    • Cohesive team environment – Endless support and resources to set you up for success