Broker Services: Inside Sales Manager

CanadaFull-TimeManager
Salary not disclosed
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Job Details

Required Skills
Business DevelopmentAccount ManagementRisk Management

Requirements

  • Experience in mortgage lending, broker services, financial services, or related sales environments.
  • Strong understanding of mortgage products, credit processes, and real estate secured lending.
  • Proven ability to manage broker or client relationships in a high-volume, performance-driven setting.
  • Strong sales and business development skills with experience in outbound engagement and pipeline management.
  • Excellent communication and presentation skills, with the ability to educate and influence stakeholders.
  • Strong analytical and organizational abilities, including data management and reporting.
  • Knowledge of banking compliance, risk frameworks, and operational procedures.
  • Ability to work independently while collaborating effectively with cross-functional teams.

Responsibilities

  • Manage and grow mortgage business volume from independent broker networks across Canada through proactive sales engagement and relationship management.
  • Respond to broker inquiries with accurate, timely guidance on mortgage products, credit processes, and policy updates.
  • Execute structured sales activities including outbound calls, pipeline management, forecasting, and documented sales tracking.
  • Support end-to-end mortgage processing by coordinating with credit, operations, and administrative teams.
  • Maintain strong compliance with internal policies, regulatory standards, and risk management frameworks.
  • Deliver broker education through webinars, updates, and product or policy communications.
  • Identify opportunities to improve processes, enhance service delivery, and strengthen broker experience.
  • Develop and maintain detailed sales plans, performance reporting, and market insights to support business objectives.
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