Ocean West Funding / Windsor Capital Work Values

Daily Duties at Ocean West Funding / Windsor Capital:

To Sell people on using me to let me either Do their Purchase Loan or their Refinance. Prepared loan documents collect needed documents. Calculated Ratio's and ran client information through loan software to get approval and requirements needed to fund the loan. Submitted requirements, negotiated with the Funder to get the real estate loans funded. Developed business opportunities and and grew new sales through attending Realtor functions, board meetings, open houses and by sponsoring realtor preview days.

What they like about Ocean West Funding / Windsor Capital:

Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.

Tags

Series 6, Life Insrance License, Wholesaler, Sales Director, Marketer, Internal Marketer, External Marketer, Case Design, Inside Sales, Regional Sales Director, Insurance, illustrator, maintain relationships, working knowledge of life insurance, critical thinker, strong time management, Deep understanding life insurance products and structure, Strong interpersonal and communication skills, Networking, Negotiating/closing, Business Building, Relationship Management, Award-Winning results, M Financial Group, inside corporate sales, highly motivated, highly dedicated, Proven track record, Internal Wholesaler, Relationship Manager, Life Insurance, Provide concierge level of personal service, exhibits the highest level of personal character and integrity, Leader, Problem-Solver, Self starter, Strong project management, Able to meet deadlines, Motivation, Customer Service, Territory Management, Online Training, Presentations, Think out of the box, Goal setter, Planner, Effective listener, understand customer needs, Excellent phone skills, passion to help others, have been on both sides of the fence, service and sales, both inside and outside sales experience, Strong Work Ethic, Sales Support, Strong Time Management skills, Willing to get any additional licenses or designations, Ability to evaluate circumstances and respond appropriately, Capable to work independently as well as in a team environment

Skills

Requirements Analysis & Specification, Leadership , Insurance Sales

These are some of the questions we asked our climbers about their experiences with Ocean West Funding / Windsor Capital: