Mortgage Broker (Contract)
WealthsimpleFull Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
The ideal candidate will have proven experience as a mortgage broker, platform trainer, or CRM coach within residential lending. A strong understanding of Salestrekker 2.0 or similar platforms is essential, along with excellent communication and presentation skills. Experience in creating training resources and comfort with remote training technology are also required. A Certificate IV in Finance and Mortgage Broking is desirable.
The Platform Trainer will design and deliver training programs for mortgage brokers, focusing on Salestrekker 2.0 features and best practices. Responsibilities include coaching brokers, developing user guides and video tutorials, acting as a subject matter expert, and tracking training outcomes. The role involves guiding brokers through platform automation, workflow, and client management tools, supporting compliance configurations, and troubleshooting platform issues.
AI-powered marketing automation for e-commerce
Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.