National Account Executive

Cardinal Financial Consulting

Join Cardinal Financial as a National Account Executive focusing on mortgage sales. Utilize Octane technology to build relationships and drive sales success.

Posted 7/28/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $36,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in outbound sales strategies, pipeline management, and relationship building within the mortgage industry. Proficient in delivering presentations and maintaining CRM data accuracy to support broker partners effectively.

Highest-signal resume keywords

Outbound Sales ExperienceMortgage ExperiencePipeline ManagementStrong Communication SkillsCRM Data Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales ExperiencePipeline ManagementProduct KnowledgePerformance MetricsVirtual Presentations

Soft Skills

Strong Phone PresenceRelationship ManagementOrganizational SkillsProblem-Solving SkillsResilience

Tools & Technologies

CRM Software

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Broker PartnersMortgage IndustrySales EnvironmentExecution Excellence

About the role

Key responsibilities & impact

Prospect and build a pipeline of broker partners
Execute outbound sales through phone, email, and marketing
Manage pipeline and performance metrics
Support brokers with product knowledge, process, and technology
Deliver virtual presentations on Cardinal's platform and value proposition
Collaborate with operations teams to ensure execution excellence
Maintain CRM activity and data accuracy
Provide world-class follow-up and relationship management

Requirements

What you’ll need

Bachelor's degree or equivalent experience
1+ year of sales experience (mortgage experience a plus)
1+ year of mortgage experience
Strong phone presence and ability to build rapport quickly
High activity level and resilience in a sales environment
Competitive mindset and desire to win
Strong communication, organization, and problem-solving skills

Benefits

Comp & perks

Full benefits beginning the first of the month following your start date (Medical, Dental, Vision, Life, Disability, and more)
Generous PTO package including all major holidays
401(k) w/ 50% match up to a maximum employee contribution of 5% - Beginning the 1st of the month following 30 days of employment