Equity Specialist- *CA Real Estate Broker licensed
Listed on 2026-02-03
-
Sales
Financial Sales -
Finance & Banking
Financial Sales, Financial Consultant
Overview
Home Equity Specialist
- * CA Real Estate Broker license required*
Location:
Remote
We are seeking a licensed California Real Estate Broker to offer JG Wentworth’s Home Equity Cashout (HEC), a/k/a Home Equity Investment. HEC is a unique product that allows homeowners to raise cash by tapping into the equity in their homes, without the burden of monthly loan payments or added debt. As a Home Equity Specialist, you’ll be fielding inquiries from JG Wentworth’s multi-channel marketing platform, cross-selling HEC to leads in other product areas, and guiding applicants all the way through the funding process.
The ideal candidate is one who can effectively educate consumers on the benefits of a new financial solution; can follow a consultative and compliant sales process; and has a strong drive to help consumers achieve their financial goals.
- Engage consumers who have inquired about financial solutions and inform them of this exciting new cash option
- Expertly describe the HEC’s terms, benefits, and cashout options to individuals who may have limited-or-no prior knowledge of the product
- Maximize conversion from lead to application, acceptance, approval, and ultimate funding
- Manage inbound leads and cross-sell opportunities through proactive outreach and prompt responsiveness
- Develop and maintain a consistent pipeline of HEC applicants
- Guide each individual through the application process while delivering timely updates, providing clear direction, setting appropriate expectations, and fielding questions and concerns
- Demonstrate empathy and rapport-building while uncovering consumer financial goals, offering solutions, and communicating at all application touchpoints
- Collaborate with members of cross-departmental teams to provide exceptional service to our customers
- Demonstrate a desire for continuous improvement through ongoing coaching and training
- Ensure all transactions adhere to compliance standards
- Meet or exceed daily metrics and monthly targets while setting our customers up for success
- Real Estate Broker license through the California Department of Real Estate is required
- Bachelor’s degree
- Recent experience as a Mortgage Loan Officer or similar role is a plus, but not required
- Strong business acumen and professionalism
- Excellent verbal and written communication skills
- High energy, competitive, passionate, and motivated to be #1
- Ability to thrive in a fast-paced environment
- Capability to think critically and analyze risk
- Ability to work independently and as part of a team
- Strong analytical, problem-solving, and decision-making abilities
The skills mentioned above only describe the essential job functions and are not intended to be a complete list of all duties and responsibilities. All job functions must be performed in accordance with The J.G. Wentworth Company policies and procedures.
Benefits- Full Medical/Vision/Dental Benefits
- 401K with Company Match
- 15 Days PTO
- Paid Holidays
- Flexible Hybrid or Remote schedules offered
- An Unmatched Company Culture
- On-Site Gym & Gym Membership Reimbursement
- Monthly, Quarterly and Annual Bonuses
- Employee Referral Bonuses
- Public Transportation Discounts
- Company Happy Hours
- Business Casual Dress Code
Start building your career with J.G. Wentworth today!
J.G. Wentworth is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. J.G. Wentworth makes hiring decisions based solely on qualifications, merit, and business needs at the time.
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