Remote Account Manager

Logo of Point

Point

💵 $43k-$62k
📍Remote - Worldwide

Job highlights

Summary

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

Requirements

  • Minimum 1 year of phone sales experience in financial services or related fields
  • Minimum 1 year of customer service experience in financial services or related fields
  • Experience managing a pipeline of customers
  • MLO license preferred but not required
  • Bachelor’s degree in Finance, Business, or related field preferred but not required
  • Moderate to strong computer skills
  • G-Suite (Gmail, Google Calendar, etc.)
  • CRM experience (i.e., Salesforce) is preferred but not required
  • Familiarity with the US real estate and/or mortgage processing is preferred but not required

Responsibilities

  • Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details
  • Proactively reach out to leads to complete consultative sales calls
  • Proactively reach out to homeowners to ensure acceptance of their initial estimate and final offer
  • Reach out to homeowners to provide pricing/product-related updates
  • Respond to homeowners’ pricing/product-related questions or concerns in a timely manner
  • Direct homeowners to the assigned production team member (Processor or Closer) for the appropriate assistance
  • Prepare applications for initial underwriting review by verifying initial application documents and ensuring initial follow-up requests are resolved
  • Ensure homeowners have scheduled and completed their financial counseling sessions and appraisals
  • Maintain detailed notes of homeowner interactions
  • Stay up to date with company policies, industry regulations, and legal requirements
  • Attend department meetings, sales meetings, 1:1's, and company all-hands
  • Complete assigned trainings
  • Perform ad hoc sales tasks as they arise

Benefits

  • Generous health benefits
  • We provide medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA)
  • Unlimited paid time off
  • Recharge with unlimited paid time off and 10 company holidays
  • Flexible remote & onsite work
  • Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ
  • Fully paid parental leave
  • Point will true-up wages from state-applicable PFL earnings so that the employee’s total gross pay will be equivalent to 100% of their regular base pay, as well as two weeks of fully paid leave to be available after exhaustion of state PFL
  • For employees in states without Paid Family Leave, Point will provide up to 8 weeks of paid parental leave
  • In addition, all employees will receive 4 weeks of fully paid transition time. For four weeks after returning from parental leave, and following the use of all other paid leave benefits, you may work part-time, meaning two or three days per week, and receive 100% of regular base pay
  • Financial wellness
  • We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage. Full-time employees have the opportunity to take ownership in the company through equity options
  • Extra work/life benefits
  • We provide monthly stipends for internet, mobile plans, and a one-time home office reimbursement

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