Remote
Financial
himalayas
About this role
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Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:The Account Executive’s (AE) primary role is to build solid long-lasting client relationships over time through consistent delivery of competitive loan product offerings.
The AE must evaluate the loan opportunity, underwrite the credit risk (within their approval authority) and deliver executable loan commitments/agreements offering competitive and marketable rates and loan terms to Agent/Broker clients that meet the borrower’s needs. The AE both decisions and delivers binding agreements to our clients.
As of November 2022, AE credit authority levels have been increased significantly (10-20x in exposure), empowering them to independently decision approximately 90% of all loans requested of AFCO Direct.The credit decisioning process includes: interpreting borrower financial statements, reviewing policy binders/endorsements to evaluate policy attributes such as minimum earned provisions, loss responsiveness, policy earnings, etc. and its related impact on loan collateral/exposure, understanding the competition and their product offerings as compared to the AFCO Direct loan offering(s).
Interest rate pricing, recommendations to upper management and/or underwriting when higher approval authority is needed on larger transactions.Additionally, the
Commission Structure
Base Salary
Not disclosed — ask in interview
Commission
Structure not specified
OTE
$70k (range: $50k–$70k)
Ramp Period
Not mentioned — clarify timeline
Typical Day — Account Executive
Estimates based on role type and selling motion — actual may vary by company.
Financial Services — Interview Intel
Typical Sales Cycle
3–6 months (Retail) · 6–18 months (Institutional)
Common Buyer Objections
- "Regulatory concerns — need compliance approval"
- "We already have a vendor for this"
- "Need to see 3-year track record"
- "Committee-based decision — multiple approvers"
Key Industry Metrics
Hot Topics to Reference
- • AI in fraud detection and compliance
- • Open banking APIs
- • ESG investing mandate shifts
- • Embedded finance partnerships
Use these insights to speak the buyer's language in interviews.
Tags
Walk me through your discovery process.
Template questionHow do you handle a prospect who goes silent mid-deal?
Template questionTell me about your largest closed deal and the sales cycle.
Template questionHow do you build business cases for stakeholders?
Template questionDescribe a deal you lost and what you learned.
Template questionAccount Executives are the revenue engine of any sales organization — this role will require strong pipeline management and closing skills.
Licensing requirements (Series 7, 63, etc.) may be needed or beneficial.
This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.
The compensation range of $50k–$70k OTE suggests a standard package for this market segment.
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