Mortgage Agent

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Mortgage Agent based in Canada. This role offers an exciting opportunity for an experienced mortgage professional to help clients navigate important financial decisions while growing within a high-performing sales environment. You will connect with qualified leads, guide clients through the mortgage process, and provide expert advice to support successful outcomes. Working remotely, you will have the autonomy to manage client relationships while benefiting from strong operational support and a collaborative team culture. The position is ideal for a motivated professional with mortgage expertise who enjoys building relationships and achieving measurable results. You will play a key role in delivering a seamless customer experience while contributing to business growth through consultative sales. This is an opportunity to combine financial knowledge, sales skills, and customer impact in a dynamic environment. Accountabilities As a Mortgage Agent, you will manage the full mortgage sales journey, from initial client contact through successful transaction completion. You will leverage your industry expertise, relationship-building skills, and attention to detail to provide clients with personalized guidance and ensure a smooth application experience. Manage inbound client leads through online and phone channels, converting opportunities into completed mortgage applications. Guide clients throughout the mortgage process, providing expert advice and ensuring a seamless customer experience. Collaborate with internal support teams to collect documentation and facilitate efficient application completion. Address client questions and concerns while resolving issues professionally and proactively. Identify opportunities to improve processes and enhance the overall customer journey. Maintain compliance with mortgage industry requirements and keep your professional designation active. Build strong client relationships through trust, transparency, and consultative financial guidance. Use sales tools, systems, and technology platforms to manage leads, follow-ups, and client interactions effectively. Requirements The ideal candidate is an experienced mortgage professional with strong sales abilities, financial knowledge, and a customer-focused mindset. You are self-motivated, resourceful, and comfortable managing multiple client relationships in a fast-paced environment. 3+ years of experience in mortgage sales, mortgage advising, financial services, or a related field. Valid Mortgage Agent license in Alberta. Experience converting leads and managing mortgage transactions from initial inquiry to completion. Strong relationship-building and customer service skills. Ability to explain complex financial information clearly and effectively to clients. Proficiency with sales tools, CRM systems, and digital platforms. Strong organizational skills with the ability to multitask and manage competing priorities. High attention to detail and commitment to accuracy. Self-driven, proactive, and comfortable working independently in a remote environment. Positive attitude with a collaborative approach and strong communication skills. Benefits Competitive compensation package including base salary and monthly commission opportunities. Fully remote work opportunity with access to office space for those who prefer in-person collaboration. High-quality leads provided regularly to support sales success. Comprehensive health benefits starting from day one, fully funded by the employer. Three weeks of paid vacation to start. Opportunity to join a highly skilled and collaborative mortgage sales team. Career growth opportunities within a leading mortgage-focused organization. Work in a culture focused on financial transparency, innovation, entrepreneurship, and customer service excellence. How Jobgether Works We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Manage the full mortgage sales journey from initial lead contact to transaction completion. Provide expert financial guidance to clients while collaborating with internal teams to ensure seamless application processing.

Requires 3+ years of experience in mortgage sales or financial services and a valid Mortgage Agent license in Alberta. Candidates must be proficient in CRM tools and capable of working independently in a remote environment.

• Competitive Compensation Package • Base Salary • Monthly Commission Opportunities • Fully Remote Work Option • Comprehensive Health Benefits • Three Weeks Paid Vacation • Career Growth Opportunities

• Customer servicePreferred
• Financial analysisPreferred

Identified from the job description. Confirm important requirements above.

• Mortgage Sales
• Financial Advising
• Lead Conversion
• Relationship Building
• Customer Service
• CRM Systems
• Financial Analysis
• Consultative Selling
• Compliance Management
• Multitasking
• Communication Skills
• Digital Platforms

• Finance & Accounting
• Sales
• Customer Service & Support

Minimum education

Professional degree

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available