Mortgage Specialist

Who We AreHomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day with our flagship CHIP Reverse Mortgage™ product.Our ValuesCustomer‑Focused. Passionate AdvocatesCourage to Act. Do the Right ThingOne Team. One VisionThink Long‑Term. Ever‑EvolvingBe Exceptional. Inspire GreatnessPosition SummaryThe role is responsible for managing incoming inquiries from our internal Wealth BDMs as well as external wealth partners, building a book of present‑ and future‑day opportunities, and exercising proactive lead management and consultative selling to convert B2C opportunities into HomeEquity Bank clients. Performance will be measured against quarterly and annual quotas and rewarded with a competitive base salary, commissions, and a graduated bonus potential program in addition to extensive benefits.In addition to managing incoming leads this role engages directly with the Wealth Partner community to understand their needs and act as a reverse mortgage expert by initiating and managing sales conversations along with building relationships in the wealth space.Major Elements of the RoleClient‑facing sales interactions with Wealth Channel leads while collaborating with internal Wealth BDMs to convert opportunitiesMaintain and grow relationships within the Wealth community via outbound call activitiesManage assigned partner relationships via SalesforceTranslate knowledge into a positive client experience, pairing client need with appropriate HomeEquity Bank solutionsProactive management of CRM and lead miningContinuous learning—product knowledge, selling skills and relationship management techniquesSkills And Experience RequiredProgressive financial services Inside Sales experienceExperience with Salesforce or equivalent CRMThorough understanding of the Bank’s entire mortgage product suite and business processesPost‑secondary education or approved equivalent combination of education and experienceDemonstrated experience in consultative sales with particular emphasis on selling over the phoneKnowledge of the financial services industry is requiredAttributesResults oriented with an understanding of the current financial services environmentThe ability to deliver against established sales targetsExceptional communication skills, particularly telephone selling skills and etiquetteA passion for relationship building and business developmentAbility to self‑manage within a “pay for performance” compensation modelSuperior sales and interpersonal skills while embracing a team‑oriented cultureStrong organizational and time‑management skillsWorking ConditionsHybrid office environmentWhy Work at HomeEquity Bank?Great EnvironmentHomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way. We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.A Dynamic Culture – With People at the CentreWe believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto’s Top Employers 2024, Waterstone Canada’s Most Admired Corporate Cultures 2022‑2023, the Globe and Mail’s Report on Business: Canada’s Top Growing Companies 2022 (third year since 2019), Canadian’s Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023.Growth and OpportunitiesWe provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on‑the‑job training. We also encourage our employees to develop professionally and personally through a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.Celebrating Great Work and PeopleWe believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say ‘great job’ to their colleagues and leaders. From our Appreciate Program to the High Five Award Program and President’s Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more. Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.The PerksExtended health and dental benefitsEmployee & Family Assistance ProgramEmployer‑Matched Group Retirement Savings PlanEmployee Share Investment PlanWell‑being initiatives including a wellness account; virtual self‑care programs and extended mental health benefitsEmployee corporate discount for GoodLife FitnessHomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Please note that our successful candidate is required to complete a background check.Stay in the KnowFind out what we’re up to online, and learn more about what makes HomeEquity Bank a great place to work:LinkedIn – YouTube – Facebook – Twitter – Instagram – Chip.ca – Join Us If you’re ready to build the future of reverse mortgages, we want to hear from you. #J-18808-Ljbffr