Job Description
First Impression:
- Act as the first point of contact for inbound mortgage leads.
- Answer initial questions about the process.
- Make clients feel immediately supported.
Pipeline Management:
- Manage a dynamic pipeline of leads.
- Use our CRM and scheduling tools.
- Book appointments for the brokerage team.
Skills:
- Clear & Empathetic Communicator.
- Proactive Action Oriented.
- Organization Guru.
About Wealthsimple
Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.