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Morgan Financial

Field Marketer

Morgan Financial, Melbourne, Florida, United States, 32935


Benefits:

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

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 Marketing Field Representative (MFR) plays a vital role in Morgan Financials’ growth by attending closings, broker open houses, and other field events. The MFR gathers leads and engages with real estate agents and consumers, assisting the Marketing Relationship Manager (MRM) in generating new business. Additionally, the MFR will contribute to social media content creation and distribution, ensuring a cohesive and engaging online presence.

If you love meeting new people, 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 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

Collaborate with the marketing team to assist with the creation and distribution of social media content, helping maintain a cohesive and professional online presence.

Ensure that content from events is captured and promoted effectively across Morgan Financials’ digital channels.

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.

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