Field Account Executive — Reverse Mortgage Solutions

Finance of America; United States; Remote; USD 58,000 - 65,000; Full time

Benefits offered by this job

Health, Dental, Vision, Life Insurance

Paid Time Off

401(k) with employer match

ESP P

Flexible Spending Account

Job summary

Finance of America helps homeowners 55+ access the equity they’ve built while staying in full control of their home and their financial future. The company supports growth and momentum, with teams shaping what comes next and opportunities to impact your career.

This role focuses on sourcing and closing reverse mortgage loans, meeting production goals, and delivering high-quality service while building a personal pipeline through client visits and community outreach.

Qualifications

• At least 6 months of experience with Reverse Mortgage Sales.
• Must have excellent written communication and interpersonal skills.
• Must have experience in public speaking and be able to deliver high-impact presentations to large, diverse groups.
• Demonstrated computer proficiency.
• Successful completion of reverse mortgage originator training is required.
• All reverse mortgage consultants are required to be outside of the office and making sales outside home office.
• Prior experience working with automated Loan Origination Systems.
• Proficiency with Microsoft Office.

Responsibilities

• Sells the loan products offered by the Company by meeting and calling on clients, referral sources, realtors, and business prospects at their homes and places of employment or in other social settings away from any Company office as well as following up on leads from branch and/or home office.
• Manages sales opportunities and develops a marketing strategy for assigned territory.
• Enacts execution of that strategy with support and guidance from the Area Sales Manager (ASM).
• Demonstrates ability to fund a minimum of 2.5 Reverse Mortgage loans per month.
• Produces high quality loans which meet Reverse Mortgage guidelines while providing superior customer service.
• Solicits Reverse Mortgages from various sources including Community Outreach Programs, attorneys, healthcare organizations, financial professionals, past customers and other related sources.
• Manages personal pipeline production and achieves production goals.
• Resolves problems relating to closing and funding of loans.
• Follows the Company standards for delivery of integrity, client focus, teamwork and respect for each individual in every interaction.
• Exhibits observable sense of urgency in the execution of all job functions and duties.
• Meets or exceeds levels of Customer Service delivery established by the Company.
• Performs other duties as assigned.

Skills

Reverse Mortgage Sales

Public Speaking

Written Communication

Interpersonal Skills

Computer Proficiency

Microsoft Office

Education

High School Diploma or GED

BA - Bachelor of Arts

Tools

Automated Loan Origination Systems

Microsoft Office

Job description

Finance of America helps homeowners 55+ access the equity they’ve built while staying in full control of their home and their financial future. The company supports growth and momentum, with teams shaping what comes next and opportunities to impact your career.

This role focuses on sourcing and closing reverse mortgage loans, meeting production goals, and delivering high-quality service while building a personal pipeline through client visits and community outreach.