Inbound Sales Associate, Mortgage – 6 Month Fixed Term Contract

Wealthsimple

contract

Posted on: 12/24/2025

Location Type: Remote

✨ AI Apply

About the role

Act as the first point of contact for inbound mortgage leads, answering initial questions about the process and making clients feel supported immediately.
Work with a high volume of inbound applications to determine timeline and needs, supporting our brokers to accurately manage their time.
Review applications for missing details, reaching out to clients to gather necessary information and ensuring the file is "broker-ready" before handoff.
Manage a dynamic pipeline of leads, using our CRM and scheduling tools to book appointments for the brokerage team.
Utilize AI and sales engagement tools to increase outreach efficiency, driving workflows that allow us to help more clients faster.

Relevant experience: 1+ years in a sales development, customer support, or high-volume administrative role. Interest in the Canadian mortgage or real estate market is a strong plus.
Clear & Empathetic Communicator: You speak plainly and truthfully. You meet clients where they are—whether they’re a nervous first-time homebuyer or a seasoned investor—and make complex processes feel simple, safe, and easy to understand.
Proactive Action Oriented: You act without being told what to do. If you see a backlog of applications, you jump in to clear it. You seek help when needed but generally find the path of least resistance to execution.
Persistent & Dedicated: You are comfortable managing a high volume of outreach because you know every file represents a person looking for help. You understand that people are busy, so you don’t take silence personally; instead, you have a consistent system for following up to ensure no client falls through the cracks.
Organization Guru: You can manage hundreds of leads without letting anyone fall through the cracks. You live by your calendar and keep the CRM spotless.
Experience with AI Tooling: You have experience with (or a strong desire to learn) AI tooling to speed up your drafting, note-taking, and organization.
Honesty/Integrity: Doesn't cut corners; does what is right, not what is politically expedient. You understand that trust is our most valuable asset.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales developmentcustomer supportadministrative roleapplication reviewlead management

Soft Skills

clear communicationempathyproactivededicationorganization