Associate Director, Regional Sales

Market Share Growth

• The incumbent must be a highly organized individual that can organize their team to meet targets set out and increase market share within their specified region. The incumbent will execute the following duties in close consultation with the VP of Sales:
• Establish and oversee regional segmentation strategies across multiple provinces, ensuring optimal broker coverage, capacity balancing, and territory alignment.
• Monitor aggregate regional performance across all assigned geographies, identifying inter‑region variances and reallocating resources as needed.
• Drive consistent sales execution standards across regions, ensuring alignment in KPI expectations, call/visit cadence, and submission quality.
• Lead cross‑region performance calibration sessions to share best practices and improve underperforming areas.
• Accountable for balanced growth across Alternative and Reverse Mortgage channels, ensuring both portfolios meet or exceed plan.
• Monitor the sales team activities according to their individual plans and progress on achieving volume targets; document discussions at touch‑point sessions at least monthly, coach or provide insights to ensure each sales member maximizes usage of time and is as effective as possible with their assigned brokerages, including performance on key metrics:
• • RBM's – 4 tracked in‑person visits daily via CRM.
  • BDM's – 15 outbound tracked phone calls via CRM.
• Continuously collect feedback from a sample of brokers and internal contacts for each sales rep on their interactions and overall performance.
• Monitor and manage to ensure sales reps are delivering on efficiency targets as outlined individually at the start of each fiscal year.
• Mentor sales reps to provide feedback on presentations and to improve on overall delivery of the bank's products and services. Assess sales reps with joint visits/webinars at least once a week.
• Ensure touch‑points are held with each sales rep on a minimum monthly basis and that content is meaningful, productive, insightful, constructive, and positive; prepare summary of geographic regions for SDRS.
• Opportunity to provide coaching and remedy any performance issues.

• The incumbent is responsible for deepening and strengthening productive relationships with Regional Managers at respective Network Partner levels to maximize volume potential.
• Lead multi‑region business reviews with network partners to evaluate performance, pipeline, and growth opportunities.
• Align network strategies across provinces, ensuring consistent EQB positioning and engagement model.
• Identify national partnership opportunities to scale production.
• Act as escalation point for network‑related performance or relationship issues across regions.
• Meet monthly with the respective Regional Managers of our National Partners to discuss overall regional performance, challenges faced by brokers, and opportunities with new or existing accounts.
• Application Development Specialists are expected to visit their regional office twice a month (Vancouver/Calgary Office in the West and Montreal Office in the East). ADs are also expected to conduct joint visits/webinars with all of their sales reps at least quarterly for those working remotely.
• Participate in sponsorship events and capitalize on speaking opportunities to further the EQB brand, addressable market, product suite, and commitment to broker network service.

• The incumbent is expected to take an active role in ensuring the marketing campaigns by their sales reps are consistent and accurate.
• Ensure consistent execution of marketing campaigns across all regions, with measured ROI and broker engagement outcomes.
• Provide input into national pricing, product positioning, and promotional strategies informed by multi‑region insights.
• Oversee regional budgets across multiple provinces, ensuring optimal allocation of spend to highest return markets.
• Identify cross‑region marketing opportunities to scale successful local initiatives nationally.
• Partner with Marketing and Product teams to refine Alternative and Reverse value propositions based on field feedback.
• Have oversight and…