Representative, Desjardins Mortgage
Core
Develop and maintain business relationships with real estate agencies, brokers, and developers to provide mortgage financing and cross-sell insurance products.
Role type
Senior sales representative (mortgage financing)
Builds
Mortgage financing offers and insurance products for home buyers and developers
Domain
Financial services / Real estate
Deliverable
client delivery
Required skills
Client prospecting, market analysis, strategy development, relationship management, regulatory compliance, industry trend monitoring
Preferred skills
Cross-selling, business community engagement
Technologies
Mortgage lending platforms, CRM tools
Responsibilities
Develop lasting relationships with market intermediaries, target and analyze client needs, prepare financing offers, promote insurance and cross-sell products, maintain local business community presence, stay updated on industry news and trends
Seniority
Senior, hands-on IC