Account Executive

1 week ago


Ontario ON, Canada Bloom Finance Company Ltd. Full time

Who is BloomBloom is a Canadian fintech focused on revolutionizing the market for home equity release (reverse mortgage) solutions in Canada. We believe that unlocking home equity can and should be a simpler, friendlier process, and that Canadians will increasingly view home equity release as a mainstream solution to support retirement. Our mission is to help 55+ homeowners find financial flexibility in what should be the springtime of their lives.Opportunity We are looking for an Account Executive to manage client sales opportunities from lead to closed deal. Involving primarily telephone sales, the Account Executive role involves client relationship development, product education, lead and database management, and sales and onboarding process management. Success will be measured around delivering exceptional customer experience to Bloom's clients, meeting sales targets, and optimizing funnel conversion. The Account Executive will report to Bloom's Head of Sales.This is a unique opportunity to join one of Canada's fastest growing startupsCompensation will be a combination of a competitive base salary and commission, that will reward superior performance. Core ResponsibilitiesResponding to inbound leads coming from Bloom's direct-to-consumer marketing and broker referral channelsEducating potential clients on reverse mortgages, and Bloom's products and processesScreening potential borrowers against Bloom's qualifying criteriaTaking client applications over the phone and managing document collection for loan underwritingActing as the primary relationship owner with the client throughout the full onboarding process from lead to closingIdentifying opportunities for improvement in Bloom's processes and working with team members from other departments to implement themExperience RequiredMortgage Agent/Broker/Associate license in OntarioAt least one year of mortgage sales experience preferredUnderwriting experience and AssetExperience working in a fast-paced environment with high performance standards Personal CharacteristicsExceptional communication skills and phone etiquetteAbility to quickly become an expert on Bloom's products and value propositionDeeply ingrained customer-centricityAbility to self-manage and oversee a large book of businessSales Methodology TrainingStrong results orientationCollaborative attitude and desire to be a key player in Bloom's growth and successStrong attention to detailAbility and excitement to work in an early-stage, fast-paced company with a less structured environment than a bank or larger institutionAbility to work in a non 9-5 environment (flexibility to respond during evenings and weekends sometimes required)Compensation - Base Salary: $75,000 / Variable: $75,000



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