Job description

Company Description
Longbridge Financial, LLC (LBF) is an innovative company committed to responsibly helping senior homeowners reshape their financial future to improve their retirement. Working together with other reputable companies in the financial services industry, we are moving into exciting new directions for the reverse mortgage business and anticipate rapid expansion offering many opportunities for personal and professional growth.
Recently recognized as an Industry Changemaker, Longbridge CEO Chris Mayer looks at the industry differently and values employees at all levels who drive our company forward. In fact, we are now a top 3 reverse mortgage lender.
Why work with us?
At Longbridge Financial, “We do the right thing” is more than a mantra, it’s our guarantee. We want to attract the best and brightest—that’s why we’re committed to giving our employees the support they need and the respect they deserve. We offer competitive compensation packages and benefits, as well as a strong marketing and operations foundation. Join us for a rewarding career with remarkable growth potential. Ready to be changemaker and be a part of a team to help propel Longbridge to number one?

Job Description
Longbridge is excited to be adding to our Wholesale Team, we are recruiting for a Strategic Business Channel Manager, this is a remote position reporting into the SVP of Wholesale Lending and Third Party Affiliates.
The Strategic Business Channel Manager will lead initiatives to support growth of strategic business relationships and support sales teams at Longbridge Financial. This role will deliver best in class solutions and materials showing how reverse mortgages can improve financial outcomes for older homeowners. This role will be responsible for creating sales and marketing content and software, meeting with outside financial professionals and firms, training loan officers and other professionals, creating business relationships, and speaking at inside and outside conferences. This role will work hand in hand with the sales, marketing, and training teams to ensure successful growth and development of industry-leading sales materials and programs.

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Primary Job Duties: *
1. Support sales efforts to educate clients and third-party affiliates about how reverse mortgages can improve financial planning outcomes.
2. Develop marketing and sales materials to educate consumers, financial planners, and other third-party affiliates.
3. Support the development and launch of proprietary software products to incorporate reverse mortgages into financial planning and show impact on financial outcomes such as retirement success, tax efficiency, and maximizing bequests.
4. Educate internal staff including Loan Officers, Wholesale Account Executives, Marketing, and Training on the benefits of reverse mortgages in the financial planning process.
5. Present to financial planning teams and other outside groups as invited by sales and marketing staff.
6. Develop new relationships that could lead to additional sales opportunities in conjunction with sales and marketing staff and senior management.
7. Help develop effective reporting that monitors, tracks and optimizes results of educational and marketing efforts on sales outcomes.
8. Ensure all materials and training are approved by Compliance Department.
9. As the size and scope of the field and inside sales organizations grow, this role will be relied upon to scale and take on more responsibilities as needed. This may also include supporting wholesale sales where opportunities exist.

Qualifications
1. Strong understanding of financial and insurance planning process
2. Ability to create new materials that simplify complex financial situations
3. Attention to detail in written material and presentations with good organizational ability
4. Effective at communicating to both small and larger audiences, including groups of salespeople, financial planners, and potential clients
5. Aptitude to successfully work cross functionally and create an environment that sustains a highly motivated group working to achieve common goals
6. Strong knowledge of functions within the sales organization
7. Directs and supports the consistent implementation of company initiatives.
8. Knowledge of financial planning systems and technology
9. Knowledge of systems used by retail sales to be able to produce output that can be shared with financial planners and incorporated into financial planning systems
10. Expert knowledge of reverse mortgage products and guidelines
11. Understanding of reporting & database software
12. Excellent verbal and written communication skills
13. Problem solving, analysis and solution oriented

Additional Information

• Full benefits
• 401(k) with company match
• Paid time off
• Working in a growing and dynamic industry
• LBF is an EOE

Job Type: Full-time

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