Account Executive

Jobtailor; Deutschland; Remote; EUR 60.000 - 90.000; Vollzeit

Zusammenfassung

Jobtailor is seeking a skilled sales professional in Germany to develop and manage a personal book of business in the mortgage sector. You will identify clients, onboard them, and build strong relationships with brokers and bankers while promoting mortgage programs.

You will review deals, apply underwriting concepts, and educate partners on guidelines to close loans. You will execute sales strategies, maintain a robust pipeline, and collaborate with underwriting and leadership to achieve

Qualifikationen

• Strong sales, negotiation, and closing skills.
• Proven ability to build lasting client relationships.
• Excellent verbal and written communication skills.
• Strong organization, time-management, and follow-up abilities.
• Self-motivated, results-oriented, and able to work independently.
• Ability to manage multiple priorities in a fast-paced sales environment.
• Proficiency with CRM systems and sales productivity tools.
• Knowledge of mortgage products, lending processes, and industry terminology preferred.
• Professional demeanor with strong presentation and interpersonal skills.
• Strong leadership, coaching, and people management skills; experience building and scaling sales teams.
• Authorization to work in the United States.

Aufgaben

• Develop, grow, and manage a personal book of business
• Identify, prospect, onboard, and manage new clients
• Build and maintain relationships with mortgage brokers and bankers
• Promote and sell mortgage programs and services within an assigned territory
• Review scenarios and structure deals before submission
• Apply DSCR and commercial underwriting concepts, including LTV, cash flow, and property types
• Educate partners on guidelines and execution strategy
• Develop and execute sales strategies to achieve production goals and drive revenue growth
• Maintain an active, accurate sales pipeline with timely follow-up
• Track and report sales activity, pipeline updates, and client interactions in the CRM system
• Qualify inbound leads through phone, email, and virtual communication channels
• Conduct outbound prospecting, including cold calling and relationship-based outreach
• Present products, programs, and value propositions in virtual and in-person client meetings
• Organize and participate in client meetings to ensure satisfaction and identify growth opportunities
• Collaborate with underwriting, operations, the VP, and Regional Sales Manager to close loans and meet production objectives
• Attend industry events, conferences, and trade shows as needed
• Participate in weekly sales meetings and one-on-one management meetings
• Generate repeat production through expertise and responsiveness
• Perform other duties as assigned

Kenntnisse

Sales skills

Client relationships

Communication skills

Organization & time-management

Independent工作

CRM proficiency

Mortgage knowledge

Leadership

Education or experience

Ausbildung

Bachelor’s degree in Business, Finance, Marketing, or related field

Tools

CRM systems

Sales productivity tools

Jobbeschreibung

• Develop, grow, and manage a personal book of business
• Identify, prospect, onboard, and manage new clients
• Build and maintain relationships with mortgage brokers and bankers
• Promote and sell mortgage programs and services within an assigned territory
• Review scenarios and structure deals before submission
• Apply DSCR and commercial underwriting concepts, including LTV, cash flow, and property types
• Educate partners on guidelines and execution strategy
• Develop and execute sales strategies to achieve production goals and drive revenue growth
• Maintain an active, accurate sales pipeline with timely follow-up
• Track and report sales activity, pipeline updates, and client interactions in the CRM system
• Qualify inbound leads through phone, email, and virtual communication channels
• Conduct outbound prospecting, including cold calling and relationship-based outreach
• Present products, programs, and value propositions in virtual and in-person client meetings
• Organize and participate in client meetings to ensure satisfaction and identify growth opportunities
• Collaborate with underwriting, operations, the VP, and Regional Sales Manager to close loans and meet production objectives
• Attend industry events, conferences, and trade shows as needed
• Participate in weekly sales meetings and one-on-one management meetings
• Generate repeat production through expertise and responsiveness
• Perform other duties as assigned

Requirements

• Strong sales, negotiation, and closing skills
• Proven ability to build lasting client relationships
• Excellent verbal and written communication skills
• Strong organization, time-management, and follow-up abilities
• Self-motivated, results-oriented, and able to work independently
• Ability to manage multiple priorities in a fast-paced sales environment
• Proficiency with CRM systems and sales productivity tools
• Knowledge of mortgage products, lending processes, and industry terminology preferred
• Professional demeanor with strong presentation and interpersonal skills
• Strong leadership, coaching, and people management skills; experience 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 achieving sales targets
• Demonstrated success recruiting, managing, and developing sales professionals
• Authorization to work in the United States

Core Competencies

Demonstrates expertise in mortgage sales, client relationship management, and sales strategy execution. Proficient in utilizing CRM systems and sales productivity tools to track and manage sales activities effectively.

Highest-signal resume keywords

• Mortgage Sales Experience
• Client Relationship Management
• Sales Strategy Development
• CRM Proficiency
• Negotiation and Closing Skills

Hard Skills

• Mortgage Products Knowledge
• Lending Processes
• Pipeline Management
• Sales Target Achievement
• DSCR Underwriting Concepts
• Cash Flow AnalysisProperty Types Understanding
• Sales Productivity Tools
• Prospecting Techniques
• Deal Structuring

Soft Skills

• Strong Communication Skills
• Self-Motivated
• Results-Oriented
• Organizational Skills
• Interpersonal Skills

Industry Keywords

• Mortgage Industry Terminology
• Financial Services Sales
• Sales Team Management
• Client Meetings
• Industry Events Participation

Tools & Technologies

• CRM Systems
• Sales Productivity Tools