Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- BMO Mortgage Specialist building referral networks to help customers achieve their home ownership dreams through mortgage solutions. Engaging with clients and stakeholders in the mortgage lending process.
Responsibilities
- Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market.
- Actively identifies sales opportunities and refers to BMO colleagues as appropriate.
- Develops and executes effective marketing and sales programs to drive business results.
- Follows corporate policies, operating directives, legal and regulatory requirements.
- Proactively contacts referral and origination sources to discuss home financing solutions.
- Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
- Actively searches for cross-sell and up-sell opportunities to achieve individual sales and profitability goals.
- Supports the delivery of targeted marketing programs, promotions, and other initiatives.
- Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
- Engages with referral network to create strong relationships that generate referrals and mortgage originations.
Requirements
- Typically between 3 - 5 years of relevant experience
- Post-secondary degree in related field of study or equivalent combination of education and experience
- In-depth understanding of the mortgage lending process and applicable regulatory requirements
- Strong interpersonal, sales, customer service, and negotiation skills
- Expert knowledge of self-management and teamwork, personal lending, relationship sales and management
- Strong knowledge of the broader real estate industry and mortgage market
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem-solving skills - In-depth
- Influence skills - In-depth
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Job title
Job type
Experience level
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Not specified
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