Mortgage Specialist - Wealth Channel
CHIP Reverse Mortgage(1 month ago)
About this role
The role manages incoming inquiries from internal Wealth BDMs and external wealth partners, building a pipeline of opportunities and converting leads into HomeEquity Bank clients. It serves as a reverse mortgage expert for wealth partners and collaborates across teams to support client acquisition. The position focuses on serving homeowners 55+ and promoting the bank’s CHIP Reverse Mortgage product.
Required Skills
- Inside Sales
- Salesforce
- Mortgage Knowledge
- Consultative Sales
- Telephone Selling
- CRM
- Relationship Building
- Time Management
Qualifications
- Post-Secondary Education
About CHIP Reverse Mortgage
chip.caCHIP Reverse Mortgage from HomeEquity Bank is Canada’s top provider of reverse mortgages. Request your free estimate today!
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