Grow Lendmax's referral network β realtors, builders, financial professionals and partners β and turn relationships into a steady flow of mortgage files.
Responsibilities
- Identify, approach and develop referral partners: realtors, builders, accountants, financial planners and lawyers
- Run regular meetings, presentations and lunch-and-learns that keep Lendmax top of mind
- Introduce clients to the mortgage team and follow every referral through to an outcome
- Represent Lendmax at industry events and in your local market
- Track pipeline, activity and results in the CRM and report on them weekly
- Bring market feedback back to the team β what partners need, and what competitors are offering
- Work within the brokerage's compliance, privacy and marketing policies
Requirements
- A minimum of 2 years' experience in sales, banking or a call-centre environment
- Licensed in your province β FSRA (Ontario), RECA (Alberta) or BCFSA (British Columbia) β or willing to become licensed
- A proven record of prospecting and building relationships that produce business
- Polished, confident communication in person, on the phone and in writing
- Self-directed, organised, and comfortable working to targets
- A valid driver's licence and the ability to travel within your market
Business Development Officer in Ottawa employer: Lendmax Inc.
As a Mortgage Agent with us, you'll thrive in a dynamic and supportive environment that prioritizes your professional growth and success. Our team fosters a collaborative culture where you can leverage your expertise to guide Ontario homeowners through their financial journeys, all while enjoying competitive compensation and comprehensive benefits. Located in the heart of Ontario, we offer unique opportunities for networking and career advancement, ensuring that your contributions are recognized and rewarded.