Mortgage Specialist - Wealth Channel

Mortgage Specialist - Wealth Channel page is loaded## Mortgage Specialist - Wealth Channel locations:
Toronto - Headquarters time type:
Full time posted on:
Posted Todayjob requisition :
JR100427
** WHO WE ARE
** Home Equity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. 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 a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage product.

** OUR VALUES, OUR PASSION
** At Home Equity Bank, our values drive and inspire our actions with our customers, our partners and each other.
* Customer-Focused. Passionate Advocates
* Courage to Act. Do the Right Thing
* One Team. One Vision
* Think Long-Term. Ever-Evolving
* Be Exceptional. Inspire Greatness
*
* POSITION SUMMARY:

** The 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. Exercising proactive lead management and consultative selling to convert these B2C opportunities into Home Equity 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 program to create a highly competitive compensation package that will be attractive to  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 ROLE
*** Responsible for the client-facing sales interactions of our Wealth Channel leads while working collaboratively with our Internal Wealth BDMs to convert opportunities
* Maintain and grow relationships within the Wealth community via outbound call activities
* Manage assigned partner relationships via Salesforce
* Knowledge and understanding must be translated into a positive client experience, pairing client need with appropriate Home Equity Bank solutions
* Proactive management of CRM and lead mining
* Continuous learning- product knowledge, selling skills and relationship management techniques
** SKILLS AND EXPERIENCE REQUIRED
**** Qualifications and Technical Expertise:
*** Progressive financial services Inside Sales experience
* Experience with Salesforce or equivalent CRM
* Requires a thorough understanding of the Bank’s entire mortgage product suite and business processes
* Post-secondary education or approved equivalent combination of education and experience
* Demonstrated experience in consultative sales with particular emphasis selling over the phone
* Knowledge of the financial services industry is required
** Attributes
* ** Results oriented with an understanding of the current financial services environment
* The ability to deliver against established sales targets
* Exceptional communication skills, particularly telephone selling skills and etiquette to effectively manage the sales process for existing clients
* A passion for relationship building and business development
* Ability to self-manage within a “pay for performance” compensation model
* Superior sales and interpersonal skills while embracing a team-oriented culture
* Strong organizational and time management skills
** Working Conditions Unique to Job:
*** Hybrid office environment
** Great Environment
** Home Equity 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 Centre
** We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee…