Inside Account Executive

Inside Account Executive

Vollzeit Homeoffice möglich
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  • Sell the loan products offered by the Company

  • Meet and call on clients, referral sources, realtors, and business prospects at their homes, places of employment, or other social settings away from Company offices

  • Follow up on leads from branch and/or home office

  • Manage sales opportunities and develop a marketing strategy for the assigned territory

  • Execute the marketing strategy with support and guidance from the Area Sales Manager

  • Fund a minimum of 2.5 Reverse Mortgage loans per month

  • Produce high-quality loans meeting Reverse Mortgage guidelines while providing superior customer service

  • Solicit Reverse Mortgages through Community Outreach Programs, attorneys, healthcare organizations, financial professionals, past customers, and other related sources

  • Manage personal pipeline production and achieve production goals

  • Resolve problems relating to closing and funding of loans

  • Deliver integrity, client focus, teamwork, and respect in every interaction

  • Meet or exceed company customer service standards

  • Perform other duties as assigned

  • Direct reports: one or none


Requirements



  • At least 6 months of experience with Reverse Mortgage Sales

  • Excellent written communication and interpersonal skills

  • Experience in public speaking

  • Ability to deliver high-impact presentations to large, diverse groups

  • Demonstrated computer proficiency

  • Successful completion of reverse mortgage originator training is required

  • Primarily engaged in the sales of reverse mortgage products

  • Customarily and regularly outside of the office and outside of his/her home office making sales of reverse mortgages

  • Prior experience working with automated Loan Origination Systems

  • Proficiency with Microsoft Office

  • High School Diploma or GED required

  • BA - Bachelor of Arts preferred


Core Competencies


Demonstrates expertise in Reverse Mortgage Sales, with a strong focus on client engagement, problem resolution, and achieving production goals. Proficient in delivering high-impact presentations and executing marketing strategies to drive loan funding.


Highest-signal resume keywords



  • Reverse Mortgage Sales Experience

  • High-Impact Presentations

  • Automated Loan Origination Systems

  • Customer Service Excellence

  • Microsoft Office Proficiency


Hard Skills



  • Reverse Mortgage Sales

  • Loan Funding

  • Sales Opportunity Management

  • Marketing Strategy Development

  • Problem Resolution


Soft Skills



  • Excellent Written Communication

  • Interpersonal Skills

  • Teamwork

  • Client Focus

  • Public Speaking


Certifications & Qualifications



  • Reverse Mortgage Originator Training


Industry Keywords



  • Reverse Mortgage Guidelines

  • Community Outreach Programs

  • Client Engagement

  • Sales Goals

  • Customer Service Standards


Tools & Technologies



  • Automated Loan Origination Systems

  • Microsoft Office

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Inside Account Executive Arbeitgeber: Jobtailor

Als Front Office Supervisor in unserem dynamischen Team bieten wir Ihnen die Möglichkeit, in einem unterstützenden und freundlichen Arbeitsumfeld zu wachsen. Wir legen großen Wert auf die berufliche Entwicklung unserer Mitarbeiter und bieten regelmäßige Schulungen sowie die Chance, Verantwortung zu übernehmen. Unsere Lage ermöglicht es Ihnen, Teil einer lebendigen Gemeinschaft zu sein, während Sie gleichzeitig die Standards unseres Franchise-Partners einhalten und unseren Gästen einen unvergesslichen Aufenthalt bieten.

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