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Job Description
The position is responsible for building relationships with mortgage brokers and bankers, onboarding them as partners, and maintaining an active sales pipeline. The Outside Account Executive will also be responsible for assisting their potential partners to complete broker loan approval documents and assist active partners in understanding and completing conditions during loan approval process. The Outside Account Executive customarily and regularly spends more than half of their working time away from the Company’s established place of business or home office, engaged in activities directly related to building relationships with brokers in order to sell the Company’s loan products.
We Offer
Competitive base salary with uncapped commission potential.
Comprehensive benefits package, including health, dental, and vision insurance and a generous 401k match.
Opportunities for career growth and professional development.
Supportive and dynamic team culture.
Do you Have:
Proven experience in sales, with a focus on new account acquisition.
Excellent communication and interpersonal skills.
Strong negotiation and closing skills.
Ability to thrive in a fast-paced, target-driven environment.
Proficient in CRM software and other sales tools.
Bachelor’s degree in business, marketing, or a related field (preferred).
Job Duties
Prospect and Generate Leads:
Identify and target potential clients through market research, networking, and other lead-generation strategies.
Develop and maintain a pipeline of qualified leads.
Build Relationships:
Initiate contact with prospective clients via phone calls, emails, and video meetings.
Understand client needs and present tailored solutions.
Visit current and potential broker partners three days per week (more than half of your weekly work hours) to perform product presentation, review loan scenarios and deepen customer relationship.
Close New Business:
Deliver compelling sales presentations and product overviews
Facilitate the delivery of new broker packages and work with counterparty risk to garner approvals
Achieve and exceed monthly, quarterly, and annual sales targets.
Collaborate with Internal Teams:
Work closely with marketing and other sales team members to ensure alignment on lead generation strategies and messaging.
Provide feedback to product and service teams based on client interactions.
Be a resource for Account Executives through the onboarding of new clients
Maintain CRM and Reporting:
Accurately document sales activities, client interactions, and deal progress in the CRM system.
Prepare regular sales reports and forecasts for management.
If you are a go-getter who loves the thrill of closing deals and driving business growth, we would enjoy an opportunity to meet you. Apply today to join our team as an Account Executive!
Compensation range is $27,000 - $200,000 your first year.
