Account Executive (June 2026 Start Class)

We are seeking hardworking, energetic, team-oriented individuals to join our team who are ready to elevate their sales career to uncapped new heights. We are looking for talented people who put customers at the forefront of everything they do.

As an Account Executive, you will work with pre-screened, inbound leads developed by the company. There is no cold-calling or lead generation required. Your job is to manage leads by providing consultation to help clients meet their retirement goals. You will be trained to present mortgage opportunities over the phone, educating the customer on the product and process, and will work with the customer throughout the loan process from start to finish 

• Participate in our extensive training program to learn how to interview applicants and advise customers on product, pricing, and process via phone call

• Manage leads by phone, email, text, and CRM

• Interview applicants to analyze financial and credit data, determine financing objectives, and advise customer on product, pricing, and process

• Collect and analyze client’s financial information and credit worthiness

• Communicate with clients to provide or request information and required documentation

• Follow loan from application to closing, ensuring continued communication with the customer throughout the process

• Operate in compliance with laws and regulations and adhere to lending compliance guidelines

• Bachelor's degree or equivalent preferred

• Coachable; Ability to retain and apply skills learned through frequent sales trainings

• Goal oriented; Motivated and driven by sales and uncapped earning potential

• Detail oriented and organized with ability to manage multiple priorities

• Demonstrates patience and professionalism when interacting with customers

• Strong verbal and written communication skills.  

• Ability to work on-site in a goal-oriented and team-oriented environment 

 

Fulltime, Onsite 

Pay: $50,000 Base Guarantee + Training/Licensing Pay + Uncapped Commission + Tier based Incentives and Bonuses