Real Estate Inside Sales Agent (ISA)
At Heaps Estrin, we pride ourselves on being more than just a real estate team; we are innovators driving change and elevating the real estate experience for our clients. With a relentless focus on excellence, we empower our team to achieve outstanding results while ensuring operational efficiency that drives our success.
Heaps Estrin is seeking a highly motivated Inside Sales Agent (ISA) to join its team, the #1 Royal LePage team in Canada. This hands-on role in a high-volume, fast-paced environment will focus on converting leads into qualified appointments while nurturing relationships with prospective clients. The ISA will work closely with the Director of Sales and the extended sales team, leveraging cutting-edge tools like Follow Up Boss, Sisu, and G-Suite to achieve and exceed targets. This role plays a vital part in driving team success and ensuring a seamless client experience.
Duties and Responsibilities
Lead Management:
- Proactively engage with inbound leads through phone, email, and text to identify qualified prospects, ensuring timely follow-up and high engagement rates.
- Utilize Follow Up Boss to meticulously track and document all client interactions, maintaining a robust and organized lead database.
- Monitor and analyze lead metrics in Sisu, adapting strategies to maximize conversion rates and optimize performance.
- Establish a rapport with prospective clients by understanding their needs and positioning the Heaps Estrin team’s unique value proposition effectively.
- Ensure all leads are accurately classified, tagged, and advanced through the appropriate stages in Follow Up Boss and SISU to support effective reporting, follow-up, and pipeline management.
- Ensure every lead has a clearly defined next step documented in the CRM through an active Action Plan, scheduled task, Smart List placement, or other follow-up activity, with no lead left without a documented follow-up plan.
Appointment Coordination:
- Schedule appointments for prospective clients with agents, ensuring all details, preferences, and expectations are accurately logged and communicated.
- Maintain close coordination with agents to align schedules, avoid conflicts, and ensure a seamless handoff process, enhancing the client’s overall experience.
- Anticipate potential scheduling challenges and proactively propose solutions to maintain operational efficiency.
Process Improvement:
- Continuously evaluate and refine lead conversion workflows, identifying opportunities for improved efficiency, effectiveness, and client satisfaction.
- Collaborate with the sales team to implement changes based on feedback, ensuring workflows remain dynamic and responsive to market demands.
- Stay informed about industry trends and best practices, introducing innovative approaches to enhance team performance and customer engagement.
Reporting and Feedback:
- Provide detailed and actionable performance updates to the Director of Sales, focusing on lead quality, conversion rates, and areas for improvement.
- Collaborate with the marketing team to analyze lead source effectiveness, offering insights to guide campaign adjustments and optimize ROI.
- Participate in regular team meetings, sharing insights and recommendations to foster a culture of continuous improvement and collaboration.
Client Relationship Building:
- Act as a trusted first point of contact for prospective clients, delivering an exceptional experience that aligns with the Heaps Estrin brand’s standards of excellence.
- Educate prospects on the advantages of working with the Heaps Estrin team, establishing confidence and trust.
- Manage follow-ups with prospects who are not immediately ready to engage, ensuring consistent communication and maintaining a strong pipeline of future opportunities.
Skills and Attributes
- Strong attention to detail and diligence in maintaining records.
- Excellent verbal and written communication skills with a persuasive edge.
- Highly organized, with strong self-management and prioritization abilities.
- A proactive problem solver who thrives in fast-paced environments.
- Confident and resilient with the ability to handle rejection and repetitive follow-up without losing energy.
- Coachable and receptive to feedback.
- Competitive spirit and a desire to win.
- Tech-savvy, with experience using Follow Up Boss, Sisu, G-Suite, and related tools.
- Team player with a positive, growth-oriented mindset.
Experience
- 2+ years of sales experience, ideally in real estate, call centres, or customer service.
- Familiarity with Toronto's real estate market is a strong asset.
- Real estate industry knowledge or experience is preferred.
Additional Qualifications
- High school diploma or equivalent required.
- Ontario real estate license or willingness to obtain one is an asset.
Hours of Operation
- Part-time permanent position, 20 hours / week in-office.
- Compensation is a combination of fixed hourly rate and bonus per appointment set.
Pay: $20,000.00-$38,000.00 per year
Work Location: In person