Build relationships. Advance your career. Help people live better.
About the Role
We help retirees achieve greater financial security. We build trusted relationships with banks, credit unions, mortgage professionals, and financial advisors who confidently refer their clients to us.
As an Account Manager, you'll build relationships with professionals in these industries and establish Heritage Reverse Mortgage as their trusted reverse mortgage resource. You'll contact prospective partners, start meaningful conversations, and maintain those relationships over time.
If you're outgoing, enjoy meeting new people, are comfortable on the phone, and want to build a rewarding career centered on relationships rather than high-pressure sales, we'd love to meet you.
Compensation
- $15/hour base pay plus performance bonuses (opportunity to earn an additional $15–$25/hour)
- Flexible part-time schedule (20-40 hours/week)
- Clear opportunities for career advancement and increased earnings
What You'll Accomplish
- Build relationships with banks, credit unions, mortgage professionals, and financial advisors
- Reach out to prospective partners and start meaningful conversations
- Follow up consistently to build long-term professional relationships
- Track partner activity and progress using our CRM
- Represent Heritage Reverse Mortgage with professionalism, confidence, and integrity
What We're Looking For
- You genuinely enjoy talking with people and are comfortable on the phone for extended periods
- Sales or customer service experience is preferred, but not required
- You naturally build rapport and keep conversations engaging
- Self-motivated with strong follow-through and personal accountability
- Organized, consistent, and dependable
- Professional, coachable, and eager to learn
- Looking to build a long-term career, not just find your next job
Why Heritage Reverse Mortgage
- Flexible part-time or full-time position based in our St. George office
- Join a respected and growing mortgage company
- Receive hands-on coaching and mentorship from experienced professionals
- Build a long-term career while mastering skills that drive success in any industry.
- Build valuable relationships with financial professionals
- Clear opportunities for career advancement and increased earning potential
Why You'll Love This Position
- No high-pressure consumer sales
- Build genuine professional relationships
- Flexible schedule
- Small team where your work matters
- Opportunity to grow into leadership
What Success Looks Like
Within your first 90 days, you'll build a strong network of referral partners, confidently represent Heritage Reverse Mortgage, and consistently create meaningful conversations that develop into long-term professional relationships. As your network grows, you'll transition from building new partnerships to maintaining and strengthening those relationships while generating referrals.
Exceptional performers will have opportunities to grow into leadership or loan officer positions as our company continues to expand.
A Typical Day
- Call 50–75 prospective referral partners
- Catch up with existing partners
- Schedule follow-up conversations
- Log activity in the CRM
- Celebrate new referral partnerships with the team
Our Mission
We help retirees live better. At a time in life when many people are at their most vulnerable, we provide solutions that improve their financial security, create lasting peace of mind, and help them enjoy retirement with greater confidence.
Our work is incredibly rewarding—not just financially, but in knowing we've made a meaningful difference in people's lives.
This isn't just a relationship management position. We're looking for someone we can invest in long-term—someone who wants to build a career that creates lasting value for both themselves and the people they serve.
About Heritage Reverse Mortgage
Founded in 2016, Heritage Reverse Mortgage is one of the nation's leading reverse mortgage specialists. Our goal is to become the very best reverse mortgage company in the nation by maintaining an unwavering focus on this one specialty.
We've built our reputation by putting clients first, treating referral partners exceptionally well, and delivering honest guidance that helps retirees make confident financial decisions.
If you're looking for more than just a paycheck and want to build a meaningful career with a growing company, we'd love to hear from you. Apply today—we're excited to meet you.
We hire for character, attitude, and potential. If you're excited about this opportunity but don't meet every qualification, we still encourage you to apply.
Pay: $40,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Vision insurance
Education:
- High school or equivalent (Required)
Experience:
- Sales: 1 year (Preferred)
Work Location: In person
