Wholesale Account Executive

Position Summary:
The Inside Sales Agent will be responsible for making a high volume of calls to potential customers.
Primary Duties and Responsibilities:

• Contact new and existing clients to discuss solutions we offer to assist with their difficulties.
• Answer customer questions regarding Reverse Mortgage features, etc. (not to include
Prohibited Unlicensed Activity, as described below)
• Maintain client follow-up and update contact information and notes in a database.
• Keeping notes of calls and activities and updating information in a proprietary company
database.
• Responsible for follow-up with clients; Set new appointments for our field and Call Center
representatives.
• Overcome any product or service customer related objections.
• Contribute toward individual/team efforts to meet pre-established business targets.
• Provide appropriate documentation, reports and feedback to Sales and Operation Managers to
prevent future objections.
• Carries out all reasonable requests by management of which the employee can perform.
• Employee may perform other related duties as negotiated to meet the ongoing needs of the
organization.

Required Skills and Experience:
• Must be computer savvy using applications Microsoft Office, Windows PC.
• Customer Service
• Capacity for listening, dealing with confrontation, and overcoming objections.
• Should possess good reading skills and have a clear speaking voice
• Customer-centric mentality
• Excellent verbal and written communication skills
• Works with the team; contributes to positive team environment
• Approaches others in a tactful manner; Reacts well under pressure; Accepts and adapts to
frequent change
• Works with integrity and ethically; supports organization’s culture, goals, and values
• Adheres to work schedule
• High school diploma or general education degree (GED); and one to three years related
experience and/or training; or equivalent combination of education and experience

PROHIBITED UNLICENSED ACTIVITY
Inside Sales Agent may not engage in Unlicensed Activity. Interest rates, loan terms, or fees may not
be discussed nor may the Inside Sales Agent take an application. Inside Sales Agent may explain
basic reverse mortgage features, goals and needs, and compliant information as allowed by law. The
Inside Sales Agent will then introduce the client to their Licensed Loan officer who will originate the
loan.

Unlicensed Inside Sales Agents are prohibited from:
• Originating loan applications, signing loan applications and/or misrepresenting they are a
licensed MLO.
• Communicating loan terms such as rate, terms, costs, fees, cash available or qualifications to
the customer.
• If a customer requests information specific to Loan Origination, they are to be immediately
referred to a licensed individual.
• Proper supervisory oversight is needed to ensure no impermissible activity is conducted.
• FAILURE TO ADHERE TO THESE REGULATIONS WILL RESULT IN IMMEDIATE
TERMINATION.
Physical Effort and Dexterity
• The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions of the job.
• Regularly required to sit, stand, walk, talk, and hear.
• Regularly required to use hands to finger, handle, or feel; and reach with hands and arms.
• Occasionally required to stoop, kneel, or crouch.
• Regularly required to lift and/or move up to 10 pounds.
• Occasionally required to lift and/or move up to 25 pounds.
• Specific vision abilities required by this job include close vision, distance vision, color vision, and
ability to adjust focus.
• The noise level in the work environment is usually moderate