Reverse Mortgage Expert
3 days ago
About Us
HomeEquity Bank is a Schedule 1 Canadian chartered bank committed to helping homeowners 55 and up live retirement on their terms. As the leading national provider of reverse mortgages, we offer innovative solutions to cater to our customers' needs.
Job Description
This role involves engaging with mortgage brokers to understand their requirements and acting as a reverse mortgage expert in sales conversations. The BDA will collaborate closely with in-field sales teams, maintain accurate records, and contribute to achieving sales targets.
Key Responsibilities
- Develop and execute sales strategies to meet individual and organizational sales objectives.
- Provide expert guidance on reverse mortgage sales conversations with mortgage brokers.
- Cultivate strong relationships within the broker community through exceptional customer service.
- Manage assigned relationships via Salesforce and collaborate with cross-functional teams.
Requirements
The successful candidate will have:
- Progressive financial services experience, preferably in credit or mortgage brokering.
- Post-secondary education or equivalent.
- Experience with Salesforce or equivalent CRM systems.
What We Offer
We provide a dynamic work environment with opportunities for growth and development. Our culture emphasizes inclusivity, teamwork, and employee recognition, reflected in our award-winning reputation.
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