Sales Consultant

WHO WE ARE

HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage™ product.

OUR VALUES, OUR PASSION

At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.

• Customer-Focused. Passionate Advocates
• Courage to Act. Do the Right Thing
• One Team. One Vision
• Think Long-Term. Ever-Evolving
• Be Exceptional. Inspire Greatness

POSITION SUMMARY:

This role is primarily responsible to make outbound telephone calls to prospective clients who have inquired to receive some information about our solutions. The incumbent will also handle inbound calls with the same purpose. The objective will be to qualify clients and book telephone meetings for HomeEquity Banks’s Inside Sales Team.

The Sales Consultant will be required to answer client questions as well as present HomeEquity Bank’s product solutions to help meet their needs. This is a fast-paced environment ideal for individuals who work well with targets and are seeking a challenge.

MAJOR ELEMENTS OF THE ROLE:

• Making outbound calls to prospective clients who have already reached out for some information

• Handling inbound calls for prospective clients who are reaching out for information

• Deliver prepared sales talk that describes our products in order to persuade potential customers to book a meeting with our Inside Sales Team

• Explain HomeEquity Bank products, overcome objections and answer client questions

• Obtain customer information such as name, address, and secured debt and enter the information online

• Adjust sales scripts to better target the needs and interests of specific individuals

• Telephone or correspond to inquiries from customers Schedule appointments with the Inside Sales Team for customers.

SKILLS AND EXPERIENCE REQUIRED:

• Post-Secondary education or equivalent experience.

• Progressive customer service or Tele-sales experience

• Ability to type 40 words per minute

• Flexibility to work between 8am - 8pm (EST) Monday to Friday

• Ability to work on weekends shifts is mandatory – full or part-time hours

• Proficient with Word, Outlook, Excel

• Experience and comfortable gathering sensitive information from clients regarding their financial situation

• Tech savvy- experience with Salesforce is an asset

• Detail oriented

• Comfortable working with targets and achieving them

• French languages capability is an asset

Attributes

Our successful candidate:

• Is a result oriented individual;

• Knows how to manage time-sensitive information;

• Is well organized;

• Is detailed oriented;

• Has excellent interpersonal and communication skills;

• Thrives on variety and continuous improvement;

• Demonstrates solid problem-solving skills and good judgment;

• Has good communication and conflict management skills; and

• Is equally comfortable working on their own as well as being a contributing member of a collaborative team

WORKING CONDITIONS UNIQUE TO JOB

• Hybrid work environment

WHY WORK AT HOMEEQUITY BANK?

Great Environment

HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.

We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.

A Dynamic Culture – With People at the Centre

We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto’s Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures 2022-2023, the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023.

Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.

Celebrating Great Work and People

We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say ‘great job’ to their colleagues and leaders.

From our Appreciate! Program to the High Five Award Program and President’s Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.

Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.

The Perks (for eligible employees)

• HomeEquity Bank offers a competitive total rewards package that includes:

• Extended health and dental benefits

• Employee & Family Assistance Program

• Employer-Matched Group Retirement Savings Plan

• Employee Share Investment Plan

• Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits

• Employee corporate discount for GoodLife Fitness
  

HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Please note that our successful candidate is required to complete a background check.

Stay in the Know

Find out what we’re up to online, and learn more about what makes HomeEquity Bank a great place to work:

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Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you.