Account Manager - Remote

Overview

Join our team as an Account Manager, where you will play a key role in generating revenue and ensuring a positive homeowner experience.

In Short

• Complete pre-scheduled consultative sales calls with homeowners.
• Proactively reach out to leads and homeowners.
• Manage a pipeline of homeowners through a structured sales process.
• Ensure compliance with company policies and industry regulations.
• Maintain detailed notes of homeowner interactions.
• Attend department and sales meetings.
• Perform ad hoc sales tasks as they arise.
• Develop skills in sales, customer service, and pipeline management.
• Participate in mandatory onsite events.
• Work in a people-first, value-driven culture.

Requirements

• Minimum 1 year of phone sales experience in financial services.
• Minimum 1 year of customer service experience.
• Experience managing a pipeline of customers.
• Ability to register as a mortgage loan originator (MLO).
• Bachelor’s degree in Finance or Business preferred.
• Moderate to strong computer skills.
• Familiarity with CRM systems like Salesforce preferred.
• Self-motivated and proactive.
• Detail-oriented with strong accuracy.
• Excellent communicator and problem solver.

Benefits

• Generous health benefits including medical, dental, and vision plans.
• Unlimited paid time off and 10 company holidays.
• Flexible remote and onsite work options.
• Fully paid parental leave.
• 401K retirement plans and life insurance.
• Monthly stipends for internet and mobile plans.