Jr Business Development Associate

Finance of America; United States; On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time-off

Flexible spending account

401(k) with employer match

ESPP

Job summary

Finance of America seeks an experienced sales professional to drive growth in reverse mortgage partnerships and manage existing broker relationships. You will collaborate with an Account Executive to expand the broker network and ensure timely loan processes while meeting KPIs.

The role requires a proven track record in reverse mortgage sales, proficiency with Salesforce and Microsoft Office, and strong communication and presentation skills, with a strategic, client-focused mindset.

Qualifications

• 5+ years of reverse mortgage sales experience.
• Proven track record meeting and exceeding sales goals.
• Fluent in Salesforce or CRM alike, and Microsoft Office.
• Impeccable communication, negotiation, and presentation skills.
• Strategic thinker with strong work ethic and project management mindset.

Responsibilities

• Works directly with an assigned Account Executive to elevate our business and increase new and existing relationships with partners.
• Meets all KPIs monthly.
• Tracks and follows up on accounts, prospects, and sales process in existing reporting templates.
• Collaborates with operations to ensure broker questions are satisfied during the loan process.
• Assesses market trends and potential and keeps up with industry dynamics.
• Develops presentations and action plans for potential new relationships.
• Participates in key industry events; maintain visibility as needed.
• Provides regular reporting regarding tasks performed and upcoming tasks.
• Maintains the highest level of integrity in all client dealings.

Skills

Reverse mortgage sales

Sales targets met/exceeded

Salesforce

Microsoft Office

Communication

Negotiation

Presentation skills

Project management

Strategic thinking

Education

High School Diploma or GED

Bachelor's Degree

Tools

Salesforce

CRM 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. Through a range of reverse mortgage solutions, we help customers shape the retirement they’ve earned while continuing to evolve how we serve and work together.

Joining Finance of America now means stepping into a period of momentum and growth, with teams actively shaping what comes next and opportunities to make an impact and grow your career.

To learn more about us, visit www.financeofamerica.com

Purpose of Role

Drives growth through New to Reverse Wholesale partners with professional and diligent follow, ensuring broker partners are serving their clients and growing their partnership with FAR. This role also assists in managing the current pipeline as well as tracking and reporting growth.

Key Responsibilities and Expectations

• Works directly with an assigned Account Executive to elevate our business and increase new and existing relationships with partners
• Meets all KPIs monthly.
• Tracks and follows up on accounts, prospects, and sales process in existing reporting templates.
• Collaborates with operations to ensure all broker questions and requests are satisfied during the loan process.
• Assesses market trends and potential and keeps up with industry dynamics.
• Develops presentations and action plans for potential new relationships.
• Participates in key industry events; maintain a high level of visibility whenever necessary.
• Provides resolutions to problems at both a strategic and functional level.
• Provides regular, detailed reporting regarding tangible tasks performed and tasks to be performed in the immediate future.
• Maintains and projects only the highest level of integrity in all client dealings.
• Performs other duties as assigned.

Reports To

• Mgr Wholesale Bus Opt FAR

Qualifications - Experience/Skills/Competencies

• 5+ years of reverse mortgage sales experience
• Strong track record meeting and exceeding sales and revenue goals
• Fluent in Salesforce or CRM alike, and Microsoft Office
• Impeccable communication, negotiation, and presentation skills
• Enthusiastic attitude, strong work ethic and passion for managing projects to conclusion on time.
• Strategic thinking and opportunistic view a must. Empathetic and compassionate and committed to FAR’s mission of helping people get to work on retirement

Qualifications - Education - Required

• High School Diploma or GED

Qualifications - Education - Preferred

• Bachelor's Degree

Compensation

The base salary range for this position is ($75,000 - $80,000), plus commission plan is inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidate’s work location, skills, education, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health, dental, vision, life insurance, paid time-off benefits, flexible spending account, 401(k) with employer match, and ESPP.

Additional Information

The application deadline for the job opportunity is 11/9/2026.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.