Business Development Associate

at  HomeEquity Bank

WHO WE ARE

HomeEquity 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 HomeEquity 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 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.

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

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