Business Development Manager - Broker Channel - Quebec

HomeEquity Bank; Saguenay; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Business Development Manager to foster relationships with referral partners and enhance sales in the financial services sector. This dynamic role involves achieving sales targets through innovative strategies and effective territory management. The ideal candidate will have extensive experience in financial services sales and a passion for building lasting partnerships. Join a forward-thinking organization that values flexibility and recognizes performance, and be part of a team dedicated to helping homeowners achieve their retirement goals through tailored financial solutions.

Benefits

Extended Health and Dental Benefits

Employee & Family Assistance Program

Employer-Matched Group Retirement Savings Plan

Employee Share Investment Plan

Well-being Initiatives

Corporate Discount for GoodLife Fitness

Qualifications

• 8+ years of experience in financial services sales required.
• Strong communication skills in both French and English are essential.

Responsibilities

• Develop business relationships with referral partners and clients.
• Manage sales process from initial contact to funding.

Skills

Financial Services Sales Experience

Verbal and Written Communication

Business Development

Territory Management

Credit or Mortgage Brokering

Education

Post-secondary Education

Tools

Salesforce

Job description

Business Development Manager - Broker Channel - Quebec

Monday, February 24, 2025

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.

• Courage to Act. Do the Right Thing
• One Team. One Vision
• Think Long-Term. Ever-Evolving

POSITION SUMMARY:

The role of a Business Development Manager is to develop business relationships with our referral partners and work closely with their clients. Your performance will be measured against quarterly and annual quotas and rewarded with a competitive base salary, a highly competitive commission and annual bonus program as well as a car allowance, benefits program and fully-equipped home office.

MAJOR ELEMENTS OF THE ROLE:

• Responsible for delivering established sales targets and active territory management
• Generate revenue and achieve individual, team and organizational quotas, while also contributing to sales strategy by defining and implementing plans to achieve sales objectives
• Close sales by effectively managing the sales process from first contact to funding while managing the involvement of third-party participants in your specialized market
• Disciplined, innovative, organized and driven to grow a market through calls, emails, and webinars
• Develop and maintain referral-producing relationships with established corporate partners through frequent virtual Product Awareness Presentations and regular branch/site meetings as needed
• Ongoing development of product knowledge, sales skills and sales/relationship management technique
• Managing relationships in the territory via Salesforce
• Responsible for providing sound activity management reports
• Create, develop and customize approved sales program to ensure that the company's products are effectively represented throughout the assigned territory

SKILLS AND EXPERIENCE REQUIRED:

• Minimum of 8 years of financial services sales experience
• Post-secondary education or equivalent is preferred
• Strong verbal and written communication skills; in both French and English
• Applicants with experience in business development, territory management, credit or mortgage brokering experience are preferred

WHY WORK AT HOMEEQUITY BANK?

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.

The Perks

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.

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