Account Executive

Position Overview

• Location Type:
• Job Type:
• Salary:

Hometap is a company focused on helping homeowners access their home equity to improve their lives without taking on debt. The company's first product is a home equity investment. Hometap has been recognized as a great place to work by The Boston Globe and Forbes, and has received accolades for innovation in fintech from Inc. and HousingWire. The company offers competitive compensation, healthcare, unlimited PTO, a generous share package, and a strong culture with opportunities for team-building.

Who You Are

Hometap is seeking ambitious and empathetic individuals for its sales team. In this role, you will connect with homeowners interested in Hometap investments, educate them about the product, and guide them through the application process. You will work with inbound leads, make a high volume of calls daily, and serve as a single point of contact for applicants. This position is ideal for individuals with a strong drive for success, natural empathy, and experience in a closing sales role. Hometap provides consistent training, feedback, and coaching, and is looking for team members eager to contribute to the growth of a new financial product and company.

What You'll Do

• Engage with homeowners interested in a Hometap home equity investment, educating them on the product and understanding their circumstances with empathy.
• Guide homeowners through the Hometap investment process, acting as a single point of contact and providing updates on application status, underwriting, and closing.
• Collaborate with internal teams (processors, underwriters, etc.) to ensure an efficient process for homeowners.
• Maintain ongoing communication with homeowners via phone, email, and text, providing status updates, answering questions, and requesting documentation.
• Develop a comprehensive understanding of Hometap's home equity investment (HEI) product and its unique sales approach.
• Utilize Salesforce to document and manage sales activities and pipeline.
• Learn and use Hometap’s proprietary Hub to keep applications updated and communicate next steps to homeowners and internal teams.
• Meet and exceed monthly and quarterly sales goals.
• Stay informed about the competitive landscape and effective positioning strategies for Hometap.
• Collaborate with sales team members and colleagues across departments (originations, marketing, legal) to resolve queries and ensure an excellent homeowner experience.

What You'll Bring

• 3+ years of sales experience in a closing role; experience selling financial products is a plus.
• The drive and commitment to achieve and exceed sales goals.
• Empathy: the ability to understand the homeowner's perspective and pride in providing a memorable experience.
• Excellent written and verbal communication skills with a strong attention to detail.
• Technical aptitude to master the CRM; Salesforce experience is a plus.
• Ability to thrive in a fast-paced environment and adapt quickly to changing priorities and processes.
• Interest in learning about Home Equity Investments and the ability to educate homeowners on the product.
• Ability to balance individual sales goals with a collaborative, team-oriented approach.