Finance of America Companies Benefits Overview

Improves sales execution across the Retail Sales organization by evaluating processes, analyzing performance data, identifying operational barriers, and implementing cross-functional process, workflow, and tool improvements. Leads optimization initiatives from discovery through adoption and measurement, supports change management, and ensures sales practices align with business, customer, regulatory, and compliance requirements.

Sells reverse mortgage products through outbound prospecting, community outreach, referrals, presentations, and lead follow-up. Manages a territory, sales pipeline, marketing strategy, production goals, loan quality, customer service, and closing-related issues. The role requires regular work outside the office, reverse mortgage sales experience, originator training, public speaking, loan origination system experience, and Microsoft Office proficiency.

Drives growth in reverse mortgage wholesale partnerships by developing new relationships, supporting account executives, tracking prospects and pipelines, meeting sales KPIs, coordinating with operations, analyzing market trends, creating presentations and action plans, attending industry events, resolving partner issues, and providing detailed performance reporting.