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Title Closing Advisor I

Weichert
Nov 09, 2024
Heritage Abstract Company is hiring a Title Closing Advisor I in Morristown, 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.
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.)
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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