Business Development Agent

Primis

. Build and carry out strategic initiatives to bring new clients to the Bank .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and maintaining client relationships within the real estate and mortgage industry, while ensuring compliance with regulations and bank policies. Proven ability to drive results through strategic initiatives and effective communication.

Highest-signal resume keywords

Real Estate Industry ExperienceActive NMLS IDClient Relationship CultivationExcellent Communication SkillsResults-Driven Approach

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Customer ServiceOrganizational SkillsSelf-MotivationInitiative

Certifications & Qualifications

High School DiplomaActive License Status

Industry Keywords

Mortgage IndustryComplianceNetworkingCold CallingReferral PartnersReal Estate AgentsFinancial PlannersInsurance ProvidersProperty ManagersLead Generation

About the role

Key responsibilities & impact

Build and carry out strategic initiatives to bring new clients to the Bank
Create, cultivate, and maintain new business opportunities
Use networking, cold calling, and social media to connect with referral partners and clients
Meet with prospective clients and industry partners, including real estate agents, financial planners, attorneys, title agents, insurance providers, banks and credit unions, property managers, builders, human resource departments, relocation companies, and clients
Stay abreast of industry changes
Maintain compliance with state and federal regulations and Bank policies and procedures
Report every Friday the number of appointments, events or seminars attended, conversations, and leads generated
Perform other duties as assigned

Requirements

What you’ll need

High School diploma required
Experience working in the real estate and mortgage industry
Active NMLS ID number and all other applicable licenses, or eligibility for immediate registration under company sponsorship
Maintain active license status through employment in this role
Ability to cultivate new and existing relationships
Excellent verbal and written communication skills
Personable and able to display high levels of customer service
Organized and willing to follow a proven system
Self-motivated and shows initiative
Driven by results and metrics
Regular, reliable, and predictable attendance

Benefits

Comp & perks

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions
Company sponsorship for immediate NMLS registration, if eligible