Wealth Channel Business Development Manager
HomeEquity Bank
Drive wealth-channel growth with HomeEquity Bank through territory planning, referral relationships, and Salesforce pipeline management in Ontario South-West. This home-office role includes frequent travel.As Business Development Manager, you will grow referral business for HomeEquity Bank’s reverse mortgage solutions, including CHIP Reverse Mortgage™. You will manage client engagement through funding while supporting sales and revenue objectives. The role emphasizes business development, partner presentations, webinars, and strong knowledge of financial services and mortgage markets.Key Responsibilities:
Achieve sales targets through territory planning and referral managementGenerate revenue by identifying new business opportunitiesManage sales processes from client engagement through fundingBuild relationships through presentations, webinars, and partner visitsUse Salesforce for pipelines, reporting, and forecastingRequirements:
Post-secondary education or equivalent education and experienceEight years of progressive financial services sales experienceBusiness development or wealth management experience preferredProven success achieving sales targetsStrong relationship-building and presentation skillsBring financial services sales, territory management, and relationship-building expertise to grow HomeEquity Bank’s referral business across Ontario South-West.
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Achieve sales targets through territory planning and referral managementGenerate revenue by identifying new business opportunitiesManage sales processes from client engagement through fundingBuild relationships through presentations, webinars, and partner visitsUse Salesforce for pipelines, reporting, and forecastingRequirements:
Post-secondary education or equivalent education and experienceEight years of progressive financial services sales experienceBusiness development or wealth management experience preferredProven success achieving sales targetsStrong relationship-building and presentation skillsBring financial services sales, territory management, and relationship-building expertise to grow HomeEquity Bank’s referral business across Ontario South-West.
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Vacancy posted 1 hour ago
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