Bloom Finance Company Ltd.

1 Job

39 Employees

About the Company

Canadian seniors hold nearly $1 trillion of wealth in home equity. At the same time, an increasing number of Canadian seniors are retiring with inadequate savings to last them through retirement. Bloom empowers 55+ Canadians to embrace their retirement years, by enabling seamless access to the wealth they have built in their homes. Bloom Finance Company Ltd. ON#: 13338, BC#: MB600455

Listed Jobs

Company Name: Bloom Finance Company Ltd.
Job Title: Account Executive
Job Description: **Job Title**: Account Executive **Role Summary** Drive the full sales cycle for home equity release products via telephone. Build and nurture client relationships, educate prospects on reverse mortgage solutions, screen borrowers, manage application and documentation workflows, and oversee the onboarding process to closing. **Expectations** - Meet or exceed monthly and quarterly sales targets. - Deliver a superior customer experience and high funnel conversion rates. - Self‑manage a large book of business and maintain accurate pipeline data. - Collaborate across departments to streamline processes and enhance sales effectiveness. **Key Responsibilities** - Respond promptly to inbound leads from direct‑to‑consumer marketing and broker referrals. - Explain reverse mortgage products, processes, and benefits to prospective clients. - Screen borrowers against qualifying criteria and assess eligibility. - Conduct application calls, procure required documents, and facilitate underwriting. - Serve as the primary client contact throughout onboarding until loan close. - Identify and propose process improvements, coordinating with cross‑functional teams. **Required Skills** - Strong verbal communication and professional phone etiquette. - Customer‑centric mindset with ability to build rapport quickly. - Results‑oriented, self‑motivated, and detail‑focused. - Comfortable working in a fast‑paced, flexible schedule (evenings/weekends). - Collaborative attitude, eager to contribute to company growth. - Ability to master product knowledge rapidly. **Required Education & Certifications** - Valid Mortgage Agent/Broker/Associate licence in Ontario. - Minimum 1 year of mortgage sales experience (preferred). - Underwriting experience and asset‑evaluation knowledge. - Sales methodology training (e.g., BANT, SPIN, or similar).