Wholesale Mortgage Account Executive

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with employer match

EspP (Employee Stock Purchase Plan)

Job summary

Finance of America is seeking a Reverse Mortgage Sales professional to source and close loans by meeting clients in homes and workplaces, and by building a broad referral network. You will manage territory marketing strategies and execute them with support from the Area Sales Manager, aiming to fund multiple loans monthly while maintaining high service standards.

The role emphasizes outside-office activity, field-based sales, and ongoing pipeline management, with a focus on customer satisfaction

Qualifications

• 6+ months of experience with Reverse Mortgage Sales.
• Excellent written communication and interpersonal skills.
• Experience in public speaking and delivering high-impact presentations to large groups.
• Demonstrated computer proficiency.
• Successful completion of reverse mortgage originator training.
• Outside-office sales focus with field activities and client meetings as baseline.
• Prior experience working with automated Loan Origination Systems.
• Proficiency with Microsoft Office.

Responsibilities

• Sells the loan products by meeting and calling on clients, referral sources, realtors, and business prospects at homes, workplaces, or other social settings away from any office.
• Manages sales opportunities and develops a marketing strategy for the assigned territory.
• Performs execution of that strategy with guidance from the Area Sales Manager.
• Demonstrates ability to fund a minimum of 2.5 Reverse Mortgage loans per month.
• Produces high-quality loans meeting Reverse Mortgage guidelines with superior customer service.
• Solicits Reverse Mortgages from various sources including community programs, attorneys, healthcare organizations, financial professionals, past customers, and more.
• Manages personal pipeline production and achieves production goals.
• Resolves problems relating to closing and funding of loans.
• Follows company standards for integrity, client focus, teamwork, and respect in every interaction.
• Exhibits urgency in the execution of all job functions and duties.

Skills

Reverse Mortgage Sales

Public speaking

Written communication

Interpersonal skills

Microsoft Office

Education

High School Diploma or GED

BA - Bachelor of Arts

Tools

Loan Origination Systems

Automated Loan Origination Systems

Job description

About Us

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.

About Us

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

• 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.


• Key Responsibilities and Expectations


• 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.

Direct Reports

• One or none

Qualifications - Experience/Skills/Competencies

• 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 primarily engaged in the sales of reverse mortgage products, and are required to be customarily and regularly outside of the office and outside of his/her home office making sales of reverse mortgages


• Prior experience working with automated Loan Origination Systems


• Proficiency with Microsoft Office

Qualifications - Education - Required

• High School Diploma or GED

Qualifications - Education - Preferred

• BA - Bachelor of Arts

Compensation

The base salary range for this position is ($57,500 - $65,000), 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