Account Executive

3 days ago


Santa Ana, California, United States Longevity Holdings Full time
Account Executive Job Description

At Longevity Holdings, we are seeking a highly motivated and experienced Account Executive to join our team. As an Account Executive, you will be responsible for developing and executing a plan to bring mortgage brokers onboard, maintaining an active sales pipeline, and ensuring timely documentation for all broker and loan approvals.

Key Responsibilities:
  • Become a subject matter expert in Acra Lending products and programs, basic eligibility parameters, and pricing.
  • Develop and execute an effective prospecting plan to bring mortgage brokers onboard.
  • Prepare call lists and take appropriate actions to draw in and sustain business.
  • Win business through deepening contact networks within new and existing accounts.
  • Submit clean and complete documentation for all broker and loan approvals.
  • Maintain an up-to-date sales pipeline.
Requirements:
  • Four-year Bachelor degree from an accredited institution with a focus on finance, real-estate, marketing, sales, or equivalent.
  • High school diploma recipient.
  • Knowledge and understanding of Microsoft Office products: Word, Excel, Outlook, PowerPoint, etc.
  • Knowledge and understanding of web search via popular search engines, Google, Bing, etc.
  • Aggressive, go-getter attitude and epic closing skills.
  • Sales experience is required.
  • Mortgage experience strongly preferred.
  • Current and non-restricted drivers license and adequate car insurance.
Benefits:
  • Medical, dental, vision, wellness programs, EAP counseling services, FSA & HSA, company-sponsored life insurance for employee, voluntary life insurance for employee, spouse and child, AD&D Insurance, voluntary short-term and long-term disability, critical illness insurance, accident insurance, legal assistance, pet insurance, living will and trust preparation discounts, commuter program, annual walking challenge, employee appreciation events and monthly sales awards.

At Longevity Holdings, we offer a dynamic and supportive work environment that fosters growth and development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.


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