Role Overview

As a Sales Development Intern, you will play a pivotal role in the business development
process by identifying and qualifying leads, supporting our mortgage brokers, and driving sales
initiatives. You will learn about the mortgage industry while building skills in prospecting,
relationship management, and sales strategy. This is a hands-on role designed to give you
exposure to key aspects of banking and the mortgage industry.

Key Responsibilities

● Outreach: Reaching out to warm leads to generate business opportunities for brokers
● Qualifying Leads: Evaluate leads based on their needs, financial situation, and
readiness to explore mortgage options, and pass qualified leads to mortgage brokers.
● Collaboration with Brokers: Work closely with the mortgage brokers to ensure leads
are effectively nurtured and converted into clients.
● CRM Management: Update and maintain the customer relationship management (CRM)
system to track lead progress and interactions.
● Follow-Up: Perform timely follow-ups with leads to provide additional information,
answer questions, and build relationships that result in new business.
● Sales Reporting: Provide regular reports on lead generation on conversion rates.
Qualifications & Skills
● Currently pursuing a degree in Business, Marketing, Finance, or a related field.
● Strong communication skills (verbal and written) with the ability to engage professionally
with prospects.
● Self-motivated, with a strong work ethic and a willingness to learn about the mortgage
and finance industry.
● Familiarity with CRM systems (such as Salesforce) is a plus, but not required.
● A natural problem-solver with excellent organizational skills and attention to detail.
● Ability to manage multiple tasks and work in a fast-paced environment.
● Sales or customer service experience is a plus, but not required.

What You’ll Gain

● Hands-on experience in sales development and lead generation within the mortgage
industry.
● Insight into the mortgage brokerage process and how financial solutions are tailored for
clients.
● Exposure to CRM systems and business development tools.
● One-on-one opportunities to work closely with experienced mortgage brokers.
● A chance to build your sales and communication skills while contributing directly to the
company’s growth

Role Overview

As a Social Media/Content Creator Intern, you will play a key role in building and maintaining
the company’s social media presence. You’ll work independently to create engaging content that
resonates with prospective homebuyers, real estate agents, and financial partners. Your content
will highlight our expertise in mortgage brokerage while enhancing brand visibility across
platforms like Instagram, LinkedIn, Facebook.

Key Responsibilities
● Develop creative content ideas that align with the company’s branding and messaging
related to mortgage and home buying.
● Create and post visually appealing graphics, videos, and stories for social media
platforms (Instagram, Facebook, LinkedIn).
● Write clear, concise, and engaging captions that communicate complex financial
concepts in a relatable way.
● Create a plan and execute social media campaigns to increase followers, engagement,
and lead generation.
● Schedule and publish content using social media management tools.
● Analyze social media performance and provide insights for optimization and growth.
● Stayinformed on trends in the r

Qualifications & Skills
● Currently pursuing a degree in Marketing, Communications, Digital Media, or a related
field.
● Familiarity with social media platforms (Instagram, Facebook, LinkedIn) and a basic
understanding of how each can be used for business.
● Experience with content creation tools such as Canva, Adobe Creative Suite
(Photoshop, Illustrator), or video editing software.
● Strong written communication skills with an ability to simplify complex topics (e.g.,
mortgages, financial planning) for a broad audience.
● Detail-oriented and creative, with a passion for social media and digital marketing.
● Self-starter with the ability to work both independently and collaboratively with the team.
● Knowledge of the real estate or finance industry is a plus but not required.

What You’ll Gain

● Hands-on experience in social media management and content creation for the finance
and real estate industries.
● Opportunity to contribute to a growing company’s digital marketing efforts and make a
tangible impact on its online presence.
● Exposure to industry-relevant skills like content strategy, social media analytics, and
digital branding.
● Achanceto build your portfolio with professional content