Sales Associate

Mutual of Omaha Reverse Mortgage; Brea (CA); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company in reverse mortgages is seeking a Sales Manager to educate clients about the HECM program. This full-time remote position involves consultations, relationship building, and ensuring clients transition smoothly into retirement. Ideal candidates will possess strong sales and communication skills, with a focus on financial planning.

Qualifications

• Experience in the financial or mortgage industry is a plus but not required.

Responsibilities

• Educating potential clients about the benefits of the HECM program.
• Conducting consultations and guiding clients through the application process.
• Building relationships with clients for a smooth transition into retirement.

Skills

Sales and Customer Service skills

Financial Planning knowledge

Excellent communication and interpersonal skills

Attention to detail and organization

Ability to work independently and as part of a team

Job description

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Sales Manager at Mutual of Omaha #1 Reverse mortgage company

Company Description
Mutual of Omaha Reverse Mortgage is dedicated to helping the Baby Boomer Generation be financially prepared for their retirement years by utilizing the Home Equity Conversion Mortgage (HECM) program. We are committed to educating retirees and their families on the benefits of this program as part of their overall financial planning. Our team offers honest, ethical, and open dialogue to integrate our services into their trusted advisors' circle.

Role Description
This is a full-time remote Sales Associate position. The Sales Associate will be responsible for educating potential clients about the benefits of the HECM program, conducting consultations, and guiding them through the application process. The role involves building relationships with clients and ensuring a smooth transition into their retirement years.

Qualifications

• Sales and Customer Service skills
• Financial Planning knowledge
• Excellent communication and interpersonal skills
• Attention to detail and organization
• Ability to work independently and as part of a team
• Experience in the financial or mortgage industry is a plus but not required.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development

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Location: Buena Park, CA | Salary: $3,500.00-$18,000.00 | Posted: 1 month ago