Skills

Communication Sales Attention to detail Training Database Management Marketing Client Relationship

Job Specifications

Who is Bloom

Bloom is a Canadian fintech focused on revolutionizing the market for home equity release (reverse mortgage) solutions in Canada. We believe that unlocking home equity can and should be a simpler, friendlier process, and that Canadians will increasingly view home equity release as a mainstream solution to support retirement. Our mission is to help 55+ homeowners find financial flexibility in what should be the springtime of their lives.

Opportunity

We are looking for an Account Executive to manage client sales opportunities from lead to closed deal. Involving primarily telephone sales, the Account Executive role involves client relationship development, product education, lead and database management, and sales and onboarding process management. Success will be measured around delivering exceptional customer experience to Bloom’s clients, meeting sales targets, and optimizing funnel conversion.

The Account Executive will report to Bloom’s Head of Sales.

This is a unique opportunity to join one of Canada’s fastest growing startups!

Compensation will be a combination of a competitive base salary and commission, that will reward superior performance.

Core Responsibilities

Responding to inbound leads coming from Bloom’s direct-to-consumer marketing and broker referral channels
Educating potential clients on reverse mortgages, and Bloom’s products and processes
Screening potential borrowers against Bloom’s qualifying criteria
Taking client applications over the phone and managing document collection for loan underwriting
Acting as the primary relationship owner with the client throughout the full onboarding process from lead to closing
Identifying opportunities for improvement in Bloom’s processes and working with team members from other departments to implement them

Experience Required

Mortgage Agent/Broker/Associate license in Ontario
At least one year of mortgage sales experience preferred
Underwriting experience and Asset
Experience working in a fast-paced environment with high performance standards

Personal Characteristics

Exceptional communication skills and phone etiquette
Ability to quickly become an expert on Bloom’s products and value proposition
Deeply ingrained customer-centricity
Ability to self-manage and oversee a large book of business
Sales Methodology Training
Strong results orientation
Collaborative attitude and desire to be a key player in Bloom’s growth and success
Strong attention to detail
Ability and excitement to work in an early-stage, fast-paced company with a less structured environment than a bank or larger institution
Ability to work in a non 9-5 environment (flexibility to respond during evenings and weekends sometimes required)

Compensation - Base Salary: $75,000 / Variable: $75,000

About the Company

Canadian seniors hold nearly $1 trillion of wealth in home equity. At the same time, an increasing number of Canadian seniors are retiring with inadequate savings to last them through retirement. Bloom empowers 55+ Canadians to embrace their retirement years, by enabling seamless access to the wealth they have built in their homes. Bloom Finance Company Ltd. ON#: 13338, BC#: MB600455 Know more