Lead Specialist at Propel Financial Services – San Antonio, TX, Texas

Job description:

About Us

At Propel Financial Services, we specialize in property tax lending and creative real estate financing solutions that empower property owners to resolve tax burdens quickly and confidently. Headquartered in Texas, Propel is a leader in the industry and committed to helping clients navigate financial challenges with compassion and efficiency. We are driven by our core values: People, Respect, Ownership, Performance, Evolve, and Loyalty, which define our culture and guide our daily operations.

Position Summary

The Outbound Sales Representative plays a vital role in generating new business through proactive outbound calling to both existing clients and newly identified prospects. This position will focus heavily on high-volume cold calling, including outreach to contacts on the Delinquent Tax Roll (DTR) list released annually in February. This is an hourly-based position with the opportunity to earn additional performance-based incentives.

We are seeking a driven, energetic individual who thrives in a call-focused, sales-driven environment and can confidently communicate the benefits of our property tax loan solutions.

Key Responsibilities

Outbound Calling and Lead Engagement

• Conduct a high volume of outbound calls to prospective clients, including current portfolio customers and DTR list leads.
• Educate prospects on the benefits of property tax loans and Propel’s services.
• Handle objections and qualify interested parties for the next steps in the loan process.

Lead Management

• Accurately document all call activity, lead details, and follow-up actions in CRM software.
• Maintain an organized and up-to-date call queue with appropriate notes and status updates.
• Research and maintain accurate lead data using company tools and databases

Client Follow-Up

• Re-engage previous leads through scheduled follow-ups to encourage loan applications.
• Maintain a consistent outreach cadence via phone, email, and SMS.

Collaboration

• Work closely with loan officers, processors, and the marketing team to support lead conversion and campaign alignment.
• Participate in regular sales meetings and training sessions to improve performance and product knowledge.

Performance & Reporting

• Meet or exceed defined performance targets, including dials, contacts, and conversions.
• Report activity and results regularly to management.
• Provide general administrative support.

Qualifications

• High school diploma or equivalent required; some college or relevant certifications a plus.
• 1+ year of experience in outbound calling, telemarketing, call center sales, or collections preferred.
• Strong communication skills and a confident, professional phone presence.
• Familiarity with CRM software and dialing tools.
• Bilingual (English/Spanish) preferred but not required.
• Self-starter with a positive attitude and willingness to be coached.
• Proficiency in Microsoft Excel, Work, and Outlook

Skills and Competencies

• Strong interpersonal and persuasion skills.
• Results-oriented and motivated by meeting/exceeding goals.
• Ability to remain resilient and positive when handling rejection.
• Excellent organizational and time-management skills.
• Comfortable in a fast-paced, high-volume environment.