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Wholesale Mortgage Account Executive

Role overview

Summary

This role focuses on selling loan products by engaging with clients and referral sources in various settings. You will be part of Finance of America's efforts to provide reverse mortgage solutions, helping homeowners access their equity while ensuring high-quality service and adherence to company standards.

Qualifications

  • At least 6 months of experience with Reverse Mortgage Sales.
  • Excellent written communication and interpersonal skills.
  • Experience in public speaking and delivering high-impact presentations.
  • Successful completion of reverse mortgage originator training.
  • High School Diploma or GED.

Responsibilities

  • Manage sales opportunities and develop a marketing strategy for assigned territory.
  • Solicit Reverse Mortgages from various sources including Community Outreach Programs and financial professionals.
  • Demonstrate ability to fund a minimum of 2.5 Reverse Mortgage loans per month.
  • Resolve problems relating to closing and funding of loans.

Key facts

Hard skills

Other skills

  • Public Speaking
  • Customer Service
  • Microsoft Office
  • Social Skills
  • Computer Literacy
  • Teamwork
  • Problem Solving
  • Time Management

About the company

Finance of America Companies logo

Finance of America Companies

  • Financial Services
  • Large
  • 1,001–5,000
Finance of America Companies is a modern retirement solutions platform that provides customers 55+ with access to an innovative range of retirement offerings, including reverse mortgages, home improvement loans, and home-sharing services.

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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.

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

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