Reverse Mortgage Sales Development Manager
HomeEquity Bank
Build referral-driven sales for CHIP Reverse Mortgage™ using business development, relationship management, and territory planning across Ontario South-West. The role is home-office based.HomeEquity Bank seeks a Business Development Manager to expand reverse mortgage referral business with partners and clients. You will execute sales plans, manage opportunities through funding, and contribute to organizational revenue objectives. Success requires financial services knowledge, persuasive presentations, Salesforce experience, and consistent partner engagement across the assigned territory.Key Responsibilities:
Execute sales plans and identify new revenue opportunitiesManage client sales journeys through fundingMaintain referral relationships through regular partner contactCustomize approved presentations for partners and customersCollaborate internally to resolve issues and support serviceRequirements:
Eight years of financial services sales or business development experienceExperience in territory management, investments, or insurance preferredCRM experience, preferably SalesforceUnderstanding of Canadian financial services and mortgage industriesStrong communication, analytical, and organizational abilitiesUse reverse mortgage product knowledge, Salesforce discipline, and partner engagement skills to expand HomeEquity Bank’s referral network.
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Execute sales plans and identify new revenue opportunitiesManage client sales journeys through fundingMaintain referral relationships through regular partner contactCustomize approved presentations for partners and customersCollaborate internally to resolve issues and support serviceRequirements:
Eight years of financial services sales or business development experienceExperience in territory management, investments, or insurance preferredCRM experience, preferably SalesforceUnderstanding of Canadian financial services and mortgage industriesStrong communication, analytical, and organizational abilitiesUse reverse mortgage product knowledge, Salesforce discipline, and partner engagement skills to expand HomeEquity Bank’s referral network.
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Vacancy posted 1 hour ago
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