Wealthsimple · 1 month ago
Inbound Sales Associate, Mortgage (6 Month Fixed Term Contract)
United States
Contract
Remote
Entry Level
1+ years expWealthsimple is a rapidly growing mortgage brokerage seeking an Inbound Sales Associate, Mortgage to support their team. The role involves engaging potential clients, managing inbound applications, and ensuring a smooth mortgage process. This position is fully remote and is a 6-month fixed-term contract.
FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management
Responsibilities
Own the "First Impression": Act as the first point of contact for inbound mortgage leads, answering initial questions about the process and making clients feel supported immediately
Prioritize & Triage: Work with a high volume of inbound applications to determine timeline and needs, supporting our brokers to accurately manage their time
Data Integrity & Prep: Review applications for missing details, reaching out to clients to gather necessary information and ensuring the file is "broker-ready" before handoff
Pipeline Management: Manage a dynamic pipeline of leads, using our CRM and scheduling tools to book appointments for the brokerage team
Leverage Technology: Utilize AI and sales engagement tools to increase outreach efficiency, driving workflows that allow us to help more clients faster
Qualification
Required
1+ years in a sales development, customer support, or high-volume administrative role
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
Preferred
Interest in the Canadian mortgage or real estate market is a strong plus
Company
Wealthsimple
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44BKey Investors
TCVAllianz XPower Financial Corporation
2025-10-27Series E· $393.04M
2025-10-27Secondary Market· $142.93M
2021-05-03Series B· $610.77M
Leadership Team
Michael Katchen
Co-founder & CEO
Radhika Kakkar
COO
Recent News
Canada NewsWire
2026-01-16
Calgary Herald
2026-01-08
Company data provided by crunchbase