Franchise Success Manager – Chicago Area Preferred
WIN Home Inspection
Client Success Manager, Distributed Retail
Better
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Support clients after closing by staying connected and helping them navigate their financial journey in real estate and beyond
- Be a trusted advisor who listens, cares, and always keeps the client’s best interest first
- Maintain and strengthen connections with past clients to encourage repeat and referral business
- Identify opportunities to help clients save money, grow wealth, or reach new milestones
- Work closely with mortgage advisors, branch leaders, and partners to ensure clients receive the highest level of care
- Share insights and opportunities that add value to the client experience
- Be honest, dependable, and nurturing in every interaction
- Model the NEO commitment to transparency, trust, and excellence
Requirements
- Minimum of 2 years in mortgage or related real estate/finance role
- Strong communication, organization, and interpersonal skills
- Client-first attitude with a passion for helping families make sound financial decisions
- Honest, caring, proactive, and eager to build relationships that last
