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
