What are the responsibilities and job description for the Account Executive FAR position at Finance of America?
About Us
At Finance of America, we help homeowners unlock the joy that comes from realizing the full potential of their retirement. Many people have significant wealth tied up in their homes and want to use it meaningfully in their next chapter. Our unique range of reverse mortgages allow homeowners 55 to access that wealth while maintaining control over their home and financial future. With options tailored to their unique goals, we provide the financial flexibility they need to move forward with confidence.
Finance of America is guided by five values: We are customer obsessed, they are why we exist. We raise the bar. We take extreme ownership. We practice genuine collaboration. And we unleash our excellence. Together we are actualizing our vision to be the most beloved brand for homeowners in their next chapter.
To learn more about us, visit www.financeofamerica.com
The Account Executive (AE) is responsible for marketing and selling all of Finance of America Reverse financial products and services to Wholesale Partners. Account Executives will be tasked with building and maintaining a strong relationship with covered clients and inside FAR Operations. They will be responsible to prospect and develop new accounts. While primarily assigned to a specific territory, the AE can solicit national business.
Expectations
- Exceeds established sales goals and minimum standards.
- Works with the client and FAR operations/fulfillment to facilitate processes that are customer centric.
- Contacts branch management to implement “on boarding” process for new clients.
- Trains new loan officers and companies through our broker approval process.
- Works with the assigned CSR with reports on sales activities, market information, status of client base and other information including but not limited to pipeline management insuring efficiency and customer fulfillment.
- Attends sales, trade shows and official FAR meetings as required.
- Performs other duties as assigned.
Qualifications – Education Requirements
- High School Diploma
Qualifications – Education – Preferred
- BA - Bachelor of Arts
Qualifications – Experience/Skills/Competencies
- 4 years of industry experience
- Excellent oral and written communication skills
- High level of demonstrated customer service, and time management skills
- To perform this job successfully, an individual should have knowledge of Microsoft Office applications
- Ability to read and interpret documents such as underwriting guideline matrix, lender’s instructions, trust agreements, purchase contracts
- Ability to write routine reports and correspondence
- Ability to understand and apply market intelligence to sales strategy
- Highly self-motivated and constantly driving for improvement
- Ability to communicate and network at all levels of an organization
- Ability to use technology and analysis tools (Excel, Outlook, web, CRM databases)
- Confident, presentable and professional
Compensation
The base salary range for this position 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 this job opportunity is 8/11/2025.
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.
