Account Executive

TEEMA Solutions Group; Remote; CAD 60,000 - 80,000; Full time

Job summary

A Canadian fintech company is seeking an Account Executive in Toronto to manage client sales opportunities primarily through phone sales. This role involves developing client relationships, educating them about reverse mortgages, managing applications, and optimizing onboarding processes. Exceptional communication and customer-centric skills are essential, along with a valid Mortgage Agent/Broker license. This is an exciting opportunity to join a fast-growing startup in the financial technology sector.

Benefits

Competitive salary and commission structure

Qualifications

• Must hold a valid Mortgage Agent/Broker/Associate license.
• Minimum of one year mortgage sales experience preferred.
• Experience in underwriting and asset management.

Responsibilities

• Respond inbound leads from marketing and broker referrals.
• Educate clients on reverse mortgages and Bloom's products.
• Manage client applications and document collection.
• Act as primary relationship owner through onboarding.
• Identify process improvement opportunities with teams.

Skills

Exceptional communication skills

Phone etiquette

Customer-centricity

Self-management

Sales Methodology Training

Attention to detail

Education

Mortgage Agent/Broker/Associate license in Ontario, British Columbia, or Alberta

At least one year of mortgage sales experience

Job description

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.

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 Blooms VP 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
• 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 or British Columbia or Alberta
• 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)

Bloom Finance Inc uses Workwolf’s AI-enabled tools to sort and screen applications based on job‑related criteria. All hiring decisions involve human review.