Account Executive – Northeast

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

📋 Description

• Cultivate, expand, and oversee a personal portfolio by identifying, engaging, and onboarding new clients.

• Establish and nurture robust client relationships through regular communication, responsiveness, and exceptional service.

• Advocate for and market the company’s mortgage programs and services within a designated region.

• Formulate and implement effective sales strategies to meet personal production targets and enhance revenue growth.

• Keep a dynamic and precise sales pipeline, ensuring prompt follow-up and advancement of opportunities.

• Diligently monitor and report all sales activities, pipeline updates, and client interactions within the company’s CRM system.

• Collaborate with the Vice President, Regional Sales Manager, and internal teams to synchronize efforts and achieve production goals.

• Assess inbound leads and prospects through phone, email, and virtual communication channels.

• Engage in outbound prospecting, including cold calling and relationship-driven outreach, to create new opportunities.

• Showcase company products, programs, and value propositions during virtual and face-to-face client meetings.

• Coordinate and partake in regular client meetings to ensure satisfaction and pinpoint opportunities for growth.

• Attend industry events, conferences, and trade shows as required to broaden the company’s professional network.

• Participate in weekly sales meetings and individual sessions with management.

• Execute other duties and responsibilities as assigned by management.

⛳️ Requirements

• Strong sales, negotiation, and closing skills with a demonstrated ability to foster enduring client relationships.

• Exceptional verbal and written communication abilities.

• Highly organized with excellent time-management and follow-up skills.

• Self-driven, results-oriented, and capable of working autonomously.

• Capacity to juggle multiple priorities in a fast-paced sales environment.

• Proficient in CRM systems and sales productivity tools.

• Familiarity with mortgage products, lending processes, and industry terminology is preferred.

• Professional demeanor with strong presentation and interpersonal abilities.

• Strong leadership, coaching, and people management skills with experience in building and scaling sales teams.

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

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

• Proven success in prospecting, pipeline management, and reaching sales objectives.

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

🏝️ Benefits

• None specified