Remote Account Manager
Point
💵 $43k-$62k
📍Remote - Worldwide
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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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