Senior Staff Sales Enablement Specilaist

The Role:

The Sales Enablement & Recruitment Manager for Home Loans is a dynamic and multifaceted role responsible for empowering our loan officers and real estate agent partners with the tools, resources, and strategies needed to drive sales growth. This individual will be a key driver of our client-facing marketing initiatives, champion social selling best practices, optimize our web presence, represent SoFi at industry tradeshows, and actively recruit top-tier Loan Officers. The core focus of this role is sales enablement, specifically tailored for our external real estate agent network and our distributed sales force.

Key Responsibilities:

1. Client-Facing Marketing & Content Strategy (30%)

• Develop and execute comprehensive marketing strategies and campaigns designed to attract and engage real estate agents and potential homebuyers.

• Create compelling, compliant, and conversion-focused marketing collateral, including brochures, flyers, presentations, email templates, and digital assets.

• Partner with Marketing on SoFi’s home loan-specific web pages and landing pages, ensuring a seamless user experience and clear call-to-actions.

• Collaborate with SoFi’s marketing team to ensure brand consistency and leverage broader marketing initiatives.

• Analyze marketing campaign performance and provide data-driven recommendations for optimization.

2. Social Selling & Digital Engagement (20%)

• Develop and implement a robust social selling strategy for loan officers, providing training and resources on leveraging platforms like LinkedIn, Facebook, and Instagram for lead generation and relationship building.

• Curate and distribute relevant content for loan officers to share on their social media channels.

• Monitor social media trends and adapt strategies to maximize engagement and reach within the real estate and homebuyer communities.

3. Tradeshow & Event Management (25%)

• Represent the bank at industry tradeshows, conferences, and local real estate events to promote our home loan products and services.

• Plan and execute engaging booth experiences, including securing optimal placement, managing logistics, and developing effective promotional materials.

• Network with real estate professionals, build relationships, and identify opportunities for partnerships and recruitment.

• Conduct follow-up activities post-event to nurture leads and strengthen relationships.

4. Field Loan Officer Recruitment & Onboarding Support (25%)

• Actively source, recruit, and attract experienced and high-performing Loan Officers to join our distributed sales force.

• Develop and maintain relationships with real estate brokerages and associations to identify potential recruits.

• Partner in the onboarding process for new Loan Officers with our trainers, ensuring they have access to necessary tools, training, and resources.

• Collaborate with sales leadership to understand recruitment needs and develop targeted recruitment strategies.

• Participate in interviews and assessments of prospective Loan Officers.

Qualifications:

• Bachelor's degree in marketing, Business Administration, Communications, or a related field.

• Minimum of 7 years of experience in sales enablement, marketing, or business development within the financial services or real estate industry, with a strong preference for home loan experience.

• Proven track record of developing and executing successful marketing campaigns, particularly in a B2B and/or distributed sales environment.

• Demonstrated expertise in social selling strategies and digital marketing best practices.

• Experience representing an organization at industry tradeshows and events.

• Strong understanding of the mortgage industry, loan products, and the real estate agent ecosystem.

• Excellent written and verbal communication, presentation, and interpersonal skills.

• Ability to work independently and collaboratively in a fast-paced, dynamic environment.

• Highly organized with strong project management skills and attention to detail.

• Proficiency in CRM software, marketing automation platforms, and social media management tools.

• Willingness to travel frequently for tradeshows and field recruitment activities.

Preferred Qualifications:

• Active NMLS license or prior experience as a Loan Officer.

• Experience with real estate agent coaching or training.

• Knowledge of specific local real estate markets.