Note: The job is a remote job and is open to candidates in USA. Point is a company focused on making homeownership more valuable and accessible by helping homeowners access their wealth and achieve financial flexibility. The Account Manager will manage and convert a large pipeline of qualified prospects, use consultative selling to guide homeowners toward funding decisions, and collaborate with Operations, Underwriting, and Customer Success to deliver a compliant customer experience.
Responsibilities
- Maximize lead-to-funding conversion: By understanding our prospects and their dynamic needs to leverage homeownership and our timely solutions, the overarching goal for reps is to maximize conversion from marketing qualified lead to funding while always delivering an excellent homeowner experience
- Own a large, warm pipeline: Balance speed with intentionality as you manage a large pipeline of leads. Leverage Salesforce to segment and prioritize work based on deal readiness, engagement, and qualification criteria. This role’s success hinges on rapidly moving homeowners to next steps in the process while protecting pipeline discipline and high quality documentation
- Convert with consultative selling: Run high‑volume call blocks, uncover homeowners’ goals with empathy, and tailor financing options. Clearly set expectations and confidently drive towards funding decisions
- Drive your own growth: Play an active participant to role-plays, call reviews, coaching, and improving conversion metrics and KPIs. Plan out your day, track performance, test new tactics, and iterate for performance based on results
- Collaborate across teams: Work with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey. Share feedback from the front line to refine sales effectiveness and process improvements
Skills
- At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold
- Experience managing a customer pipeline and driving deals to close
- Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi-state licensing may be required
- Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus
- Strong computer skills, attention to detail, and a proactive, problem-solving mindset
- Excellent communication skills, adaptable to change, and a collaborative team player
- Must be able to travel for two mandatory onsite events per year
- Must have a home office and be able to operate in a space without outside distraction
- This position requires that you obtain and maintain a Mortgage Loan Originator (MLO) license under the terms of the SAFE Act and Regulation Z. You must secure this license within 60 days of your start date and keep it in good standing throughout your employment
- Location Requirement: This is a remote position. However, candidates must reside in one of Point's states of operation: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
- Bachelor's degree in Finance, Business, or a related field is preferred but not required
- Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus
- Familiarity with U.S. real estate or mortgage processing is helpful but not required
- Bachelor's degree in Finance, Business, or a related field is preferred but not required
- Familiarity with U.S. real estate or mortgage processing is helpful but not required
Benefits
- Uncapped commission
- $1,500 monthly commission guarantee for the first 3 months
- Equity
- Weekly coaching
- Meaningful advancement opportunities
- Comprehensive medical, dental, and vision plans
- Flexible spending accounts (FSA) and health savings accounts (HSA)
- Unlimited paid time off and 10 company holidays
- Fully remote work
- Fully paid parental leave
- 401K retirement plans
- Guaranteed life insurance
- Short- and long-term disability coverage
- Monthly stipends for internet, mobile plans, and wellness perks
- A one-time home office reimbursement
- Company-provided equipment including a MacBook and monitor
- Point will cover all costs associated with obtaining your MLO license
Company Overview
Company H1B Sponsorship