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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 opportunities
  • Manage client sales journeys through funding
  • Maintain referral relationships through regular partner contact
  • Customize approved presentations for partners and customers
  • Collaborate internally to resolve issues and support service

Requirements:

  • Eight years of financial services sales or business development experience
  • Experience in territory management, investments, or insurance preferred
  • CRM experience, preferably Salesforce
  • Understanding of Canadian financial services and mortgage industries
  • Strong communication, analytical, and organizational abilities

Use reverse mortgage product knowledge, Salesforce discipline, and partner engagement skills to expand HomeEquity Bank’s referral network.

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Vacancy posted 6 hours ago
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