Wholesale Growth Associate, Reverse Mortgage

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

401(k) with match

ESPP

Job summary

Finance of America seeks an experienced reverse mortgage sales professional to drive growth via Wholesale partnerships, manage broker relationships, and track sales pipelines. The role requires meeting KPIs, strong CRM usage, and strategic collaboration with operations and executives.

The candidate should have a proven sales track record, excellent communication and negotiation skills, and the ability to develop strategies and action plans for new partnerships.

Qualifications

• 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

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 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.

Skills

Reverse mortgage sales

Sales targets

Communication

Negotiation

Presentation skills

Strategic thinking

Empathy

Education

High School Diploma or GED

Bachelor's Degree

Tools

Salesforce/CRM

Microsoft Office

Job description

Finance of America seeks an experienced reverse mortgage sales professional to drive growth via Wholesale partnerships, manage broker relationships, and track sales pipelines. The role requires meeting KPIs, strong CRM usage, and strategic collaboration with operations and executives.

The candidate should have a proven sales track record, excellent communication and negotiation skills, and the ability to develop strategies and action plans for new partnerships.