Business Development Associate

La Banque HomeEquity

Banque canadienne à charte de l’annexe I, la Banque HomeEquity est le plus important fournisseur d’hypothèques inversées au pays et son portefeuille de prêts est en croissance. Étant la seule institution financière à se consacrer uniquement aux propriétaires de 55 ans et plus, la Banque HomeEquity a à cœur d’aider les propriétaires canadiens à vivre leur retraite comme ils le souhaitent. Nous tenons cette promesse tous les jours grâce à nos solutions d’hypothèque inversée, dont notre produit phare, l’Hypothèque inversée CHIP^MC.

Nos valeurs, notre passion

À la Banque HomeEquity, ce sont nos valeurs qui orientent et inspirent nos actions auprès de nos clients, de nos partenaires et entre nous.

Nous sommes d’ardents défenseurs au service de nos clients.

Nous avons le courage d’agir et de faire ce qui est juste.

Nous formons une équipe, nous avons une même vision.

Nous voyons loin et nous sommes en constante évolution.

POSITION SUMMARY:

The role engages with the mortgage broker community to understand their needs and act as a reverse mortgage expert by initiating and managing sales conversations, building relationships, and guiding mortgage brokers through the sales process remotely.  The BDA collaborates closely with the in-field sales team, maintains accurate records of interactions, and contributes to achieving sales targets.   

MAJOR ELEMENTS OF THE ROLE

Key accountabilities of this position include:

• Generate revenue and achieve individual, team, and organizational quotas, while also contributing to sales strategy by defining and implementing plans to achieve sales objectives for a defined territory, managing it remotely
• Develop and execute sales plans to meet and exceed monthly, quarterly and annual sales targets contributing to the overall organizational objectives
• Close sales by effectively managing the sales process by acting as the primary contact from origination to funding supporting both internal partners and the mortgage broker
• Develop a sales approach that focuses on creating relationships through exceptional customer service and deep product-knowledge to recommend HEB products
• Assist with the onboarding of new Mortgage Brokers
• Maintain and grow relationships within the broker community by providing outstanding and efficient service and resolving issues in a timely manner.  Ensure a smooth transition of multi-funding brokers to local in-field sales representatives
• Manage assigned relationships via Salesforce
• Collaborate with cross-functional teams such as marketing, underwriting, and other sales teams to ensure a coordinated and efficient approach to serving the broker community
• Team up with the local Business Development Manager on attending industry trade shows and eventsacting as the HEB contact for the market, promoting HEB as a trusted solution, and network for new relationships

SKILLS AND EXPERIENCE REQUIRED

Qualifications and Technical Expertise:

• Progressive financial services Inside Sales experience, in credit or mortgage brokering preferred
• Post-secondary education or equivalent
• Experience with Salesforce or equivalent CRM

Attributes:

• Strong understanding of the current financial services environment
• A passion for relationship building and business development
• Exceptional communication and interpersonal skills
• Team player and effective at managing positive relationships with internal partners who play a role in funding of deals (e.g. Underwriting)
• A track record of overachieving sales quotas
• A self-motivator with a desire to be a top earner in a performance-based compensation model
• Disciplined, innovative, organized and driven to grow a market through prospecting, calls, emails, and virtual presentations

Working Conditions Unique to Job:

• Hybrid office environment