Account Executive – Investment Property Lending

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

📋 Description

• Manage relationships with real estate brokerages within your designated territory.

• Work through a targeted list of brokerages that focus on investor clients in your area.

• Demonstrate the app to brokers of record and agents on their mobile devices in less than a minute.

• Enroll brokerages in the office partnership program.

• Invite agents and investor clients to participate in weekly educational sessions.

• Follow up on every referral until it is funded, collaborating with the loan team.

• Conduct weekly one-on-one meetings with the sales manager.

• Emphasize relationship building, while the technology and loan team manage quoting rates, applications, underwriting, and paperwork.

⛳️ Requirements

• A minimum of two years of experience selling to real estate agents or brokers in sectors such as mortgage, title, insurance, home warranty, or real estate.

• Preference for proactively opening doors rather than handling inbound inquiries.

• Self-motivated and capable of organizing your own schedule and calendar.

• Comfortable managing your business operations from your mobile device.

• Experience with investment properties or DSCR is advantageous, but not mandatory.

• Must reside in or near your assigned territory.

🏝️ Benefits

• Commission-based compensation as an independent contractor (1099), with payments issued bi-monthly.

• Access to a pipeline, prospects, clients, AI deal desk, and business-card scanner on your smartphone.

• Real-time underwriting offering quick responses to agents’ investor clients.

• Territory target lists, meeting briefs, and follow-up templates prepared for your convenience.

• Provision of a company email and digital business card.

• Access to a training portal.

• Participation in a weekly agent webinar to generate leads.

• Company marketing efforts that direct agents toward you.