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RateHub.ca

Comparative platform for mortgages, cards, insurance

Mortgage Agent

Account ExecutiveConfirmed live in the last 24 hours
Full-timeToronto, ON, CanadaRemote

About the Job

Requirements

  • At least 3 years of mortgage sales experience.
  • Maintain an FSCO Certified Mortgage Agent designation.
  • Use sales tools and software proficiently.
  • Multitask and maintain strong attention to detail.
  • Break down complex information for clients.
  • Build relationships and work resourcefully and proactively.

Responsibilities

  • Convert inbound online and phone leads into closed mortgage applications, with support from the Documents Fulfillment Team.
  • Ensure a smooth mortgage application process for clients.
  • Provide insight and ideas to continuously improve the customer experience.
  • Handle customer complaints when they arise.

About the Company

RateHub.ca

Comparative platform for mortgages, cards, insurance

RateHub.ca helps Canadians compare financial products in one place. It aggregates data from major banks and insurers to let users compare mortgage rates, credit cards, insurance, and investment options side-by-side. Users interact with the platform by selecting preferences or product categories, then RateHub.ca presents listings and details so they can choose the best option. The platform earns revenue mainly through affiliate marketing and lead generation: when a user clicks on a product link or submits a form to get more information, RateHub.ca receives a commission from the financial institution. This may also include premium placements or advertising opportunities for providers. RateHub.ca’s goal is to help consumers make informed financial decisions by providing clear, up-to-date comparisons and easy access to relevant products.

Company size
51-200
Company stage
Series A
Total funding
$21.7M
Headquarters
Toronto, Canada
Founded
2010

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