Business Development Representative - Residential Mortgages

Pine; Canada; Remote; CAD 45,000 - 65,000; Full time

Job summary

Pine is seeking a Business Development Representative to enhance customer engagement in the mortgage process. You will proactively educate clients, assist them through applications, and connect them with mortgage advisors. The ideal candidate thrives in a fast-paced sales environment and has a strong service orientation.

Qualifications

• Previous sales and customer service experience, ideally in a call center.
• Strong track record of providing exceptional customer service.
• Self-motivated with a desire to succeed.

Responsibilities

• Proactively reach out to potential clients to assist with mortgage applications.
• Educate clients on Pine's offerings and differentiate the service in the market.
• Document customer needs to qualify them for mortgages.

Skills

Customer service

Sales experience

Verbal communication

Time management

Organizational skills

Job description

Business Development Representative - Residential Mortgages

About Pine

Pine is transforming the home financing experience for Canadians by leveraging technology and a customer-first approach. With strong financial backing from some of North America’s most sought after VC’s and recognition as one of Canada’s top startups, we are on a mission to simplify the mortgage process and drive innovation in the industry.

About the Role

As the BDR, you will play a crucial role in achieving Pine’s objectives. You will help maximize the conversion of applications for Pine mortgages by connecting with potential customers, helping them through the process, qualifying them for a mortgage, and eventually relaying them to one of our advisors.

You’re excited about this opportunity because you will…

• Proactively reach out to potential clients following predefined cadences to help them complete their applications and connect with a Pine mortgage advisor
• Educate clients on the Pine mission and what makes our experience different from anything in the market
• Gather key customer information to understand and document customer needs to eventually qualify them for mortgages
• Seamlessly transition qualified clients to Pine advisors

We’re excited about you because of your…

• Previous sales and customer service experience; preferably in a call center environment
• You have a strong track record of providing exceptional service to customers
• Strong verbal communications skills that you demonstrate with an energetic and professional style of speaking
• Self-motivated, drive to succeed and desire to win
• Open to being coached and receiving real time feedback on a regular basis
• Comfortable working in a fast-paced sales environment
• Strong organizational and time management skills
• Flexibility in varying shifts/work hours

Nice to have: Awareness of the Canadian Mortgage Industry and FinTech space

Our Commitment to Diversity and Inclusion

We’re committed to growing and empowering a more inclusive community within our company. That’s why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table.

If you need any accommodations, please inform your recruitment contact upon initial connection.

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