Account Executive

This is a fully remote position, open to applicants in Florida.

📋 Description

• Develop, cultivate, and oversee a personal portfolio of business.

• Identify, target, onboard, and manage new clients effectively.

• Establish and sustain relationships with mortgage brokers and bankers.

• Promote and sell mortgage programs and services within a designated territory.

• Analyze scenarios and structure deals prior to submission.

• Implement DSCR and commercial underwriting concepts, including LTV, cash flow, and various property types.

• Educate partners on guidelines and execution strategies.

• Formulate and execute sales strategies aimed at achieving production goals and driving revenue growth.

• Maintain an active and accurate sales pipeline with timely follow-up.

• Monitor and report sales activities, pipeline updates, and client interactions within the CRM system.

• Qualify incoming leads through phone, email, and virtual communication methods.

• Conduct outbound prospecting, including cold calling and relationship-driven outreach.

• Present products, programs, and value propositions during virtual and in-person client meetings.

• Organize and engage in client meetings to ensure satisfaction and identify growth opportunities.

• Collaborate with underwriting, operations, the VP, and Regional Sales Manager to finalize loans and meet production objectives.

• Attend industry events, conferences, and trade shows as required.

• Participate in weekly sales meetings and one-on-one management discussions.

• Generate repeat business through expertise and responsiveness.

• Perform additional duties as assigned.

⛳️ Requirements

• Strong skills in sales, negotiation, and closing.

• Proven track record of building enduring client relationships.

• Excellent verbal and written communication capabilities.

• Strong organizational, time management, and follow-up skills.

• Self-motivated, results-oriented, and capable of working independently.

• Ability to manage multiple priorities in a high-paced sales environment.

• Proficient in CRM systems and sales productivity tools.

• Preferred knowledge of mortgage products, lending processes, and industry terminology.

• Professional demeanor with strong presentation and interpersonal skills.

• Strong leadership, coaching, and people management abilities; experience in building and scaling sales teams.

• Bachelor's degree in Business, Finance, Marketing, or a related field, or equivalent professional experience.

• Minimum of 2–5 years of experience in mortgage sales, financial services sales, or a related field preferred.

• Demonstrated success in prospecting, pipeline management, and meeting sales targets.

• Proven success in recruiting, managing, and developing sales professionals.

• Authorization to work in the United States.

🏝️ Benefits

• Full-time, regular employment.

• Exempt status.

• Monday–Friday, 9:00 AM–5:00 PM ET schedule.

• Remote work arrangement.

• Commitment to an equal opportunity and inclusive workplace.

• Reasonable accommodations for qualified individuals with disabilities and sincerely held religious beliefs.