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Wholesale Account Executive

Retirement Funding Solutions in Seattle, WA USA

Benefits Offered

401K, Dental, Life, Medical, Vision

Employment Type


Why Work Here?

“Great company culture. Top 5 Home Equity Conversation Mortgage Lender”

Job purpose

We are looking for a driven Account Executive to research and solicit new business opportunities and manage customer relationships with TPO/brokers and processors. You’ll be directly responsible for the preservation and expansion of your book of business. The goal is to capture TPO/broker business and build long-term relationships based on trust and customer satisfaction.

Duties and responsibilities

• Create a detailed business plan to assist in attaining all of your goals and quotas

• Obtain and have a full understanding of the loan products and loan operating software

• Manage sales cycle; prospecting, approval, education, obtain business, build relationships

• Present products to prospective TPO/brokers via phone and/or screen share/webinar

• Provide after-sales support to all of your TPO/brokers

• Remain in frequent contact with your TPO/brokers to understand their needs

• Respond to complaints and resolve issues that might be troubling your TPO/brokers and/or operations


  • Proven experience as an Account Executive, or in other sales/customer service role

  • Proficiency with computer systems including MS Outlook & internet browsers

  • Strong communication skills and ability to build relationships

  • Organizational and time-management skills

  • Enthusiastic, passionate, self-motivated and have initiative

  • Bachelor’s degree strongly preferred, but not required

Retirement Funding Solutions

About Retirement Funding Solutions:

Retirement Funding Solutions was created to address and solve for one of the most significant challenges facing the Baby Boomer Generation today: being financially prepared for your retirement years. RFS is committed to educating Retirees and their families on the value of a product that was created by the U.S. Government during President Reagan's term in Office. The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in your home as a means to assist a peaceful and secure transition to one's retirement years. Many Financial Advisors are now realizing the value of this product as an effective financial planning tool.

Our commitment to you is that the educational process will be based upon an honest, ethical and open dialogue. Our company's goal is to integrate our dialogue into your circle of trusted advisors, whether those be family or a team of financial professionals.

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