Benefits:

Mileage Reimbursement

401(k)

401(k) matching

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Morgan Financial is a mortgage lender in Melbourne, Florida with a 22-year history of providing Conventional and VA mortgage loans – both Purchase and Refinance - to Brevard County and beyond. We also provide extensive education to real estate agents and homebuyers through seminars, YouTube videos, and podcasts. As a company, we are committed to growing our business through strong relationships with real estate agents, past clients, and consumer-direct channels.

The Field Representative plays a vital role in Morgan Financials’ growth by attending closings, broker open houses, and other field events. The Field Rep gathers leads and engages with real estate agents and consumers, assisting the Marketing Relationship Manager in generating new business.

If you love meeting new people, enjoy getting out from behind a desk, being out and about in the community, and are interested in beginning or continuing your career in marketing, sales or mortgage, we would love to talk to you!

Responsibilities

Attend area events - closings, broker open houses, and agent open houses to network, gather leads, and build relationships with real estate agents and consumers.

Collect valuable data and insights at field events to support lead generation and relationship-building efforts.

Engage both agents and direct consumers to actively identify new business opportunities and appointments for the Marketing Relationship Manager

Pursue new business leads from events and activities, focusing on securing appointments for the Relationship Manager with real estate agents.

Follow up on leads and ensure the continuous flow of business opportunities from the field to the sales team.

Assist with the coordination and promotion of in-office events and seminars, including KYBOT presentations, to increase engagement from real estate agents and past clients.

While out and about, take photos and provide to the marketing team to be promoted effectively across Morgan Financials’ digital channels.

Qualifications

1-3 Years of experience in real estate, mortgage lending, or a related field is preferred but not required.

Must be energetic and extroverted; must enjoy meeting new people, networking and building relationships.

A Bachelor's degree is preferred but not required

Required to obtain NMLS MLO license within 90 days of hire

Exceptional communication skills required

Marketing savvy / interest in Business Development / Marketing

Organized with an ability to prioritize time effectively

Basic proficiency in social media platforms, Microsoft Office, and CRM systems.

Valid driver's license and reliable transportation are required.

Strong work ethic and a team player

represent the Morgan Financial brand professionally at all field events.

Benefits

Salary + performance-based incentives.

Health, dental, and vision insurance.

401(k) with employer match

Paid time off, and holidays