• Drive growth and retention by managing broker and carrier relationships • Servicing a current book of business • Developing new market opportunities • Mentoring team members • Ensuring compliance and confidentiality while delivering exceptional customer service. • Build agent and broker relationships. • Manage current book of business. • Seek opportunities to access and cultivate new markets. • Effectively manage carrier relationships • Provide guidance and training to Assistant Broker. • Review and analyze risks, ensuring all required information is obtained. • Ensure compliance with government agencies and corporate policies and procedures. • Attend training sessions, courses, etc. to maintain up-to-date skills. • Always conduct the highest level of confidentiality. • Other duties as needed.

Role Description If you're an elite submortgage broker or a mortgage advisor at a bank/credit union, you know that your biggest bottleneck isn't finding clients—it's the administrative grind. What if you could automate 70% of your workflow, eliminate underwriting, and get the dedicated support you need to focus on what you do best: building relationships and closing deals? How much would you grow your mortgage business? Qualifications - Proven Top Performer: You have originated at least $10M in mortgages in the last 12 months, and have demonstrated the ability to self-generate most or all of your leads. - Experienced Professional: You have a minimum of 2 years of continuous experience as a licensed Submortgage Broker or as a Mortgage Advisor at a bank or credit union. Requirements - Eliminate Underwriting: Our proprietary auto-adjudication engine instantly matches clients with the best lender options. You’ll never need to wait for an underwriter again. - Automate Your Workflow: Our system automates the most time-consuming tasks, including: - Nurturing your client pipeline and identifying new opportunities. - Guiding clients step-by-step through their application. - Integrating Equifax soft credit checks. - Automatically requesting the correct documents from clients. - Handling compliance and FINTRAC reporting. - Dedicated In-House Support: Our professional support team handles client intake, document gathering, and appraisal bookings, acting as a seamless extension of your business. - Keep Your Partners Informed: The platform automatically provides status updates to your referral partners, strengthening your relationships and ensuring transparency. Benefits - Qualified Leads: We invest in your success. Receive a consistent stream of qualified leads throughout your first year, of up to 30% of your annual volume. - Competitive Compensation: Benefit from an attractive commission split with desk and insurance fees waived, maximizing your take-home earnings. Our splits start at 90/10 and increase to 95/5 as you grow. Splits are capped at $12,000. - Industry-Leading Technology: Harness powerful tools that streamline your workflow and make underwriting effortless, so you can focus on closing more deals. - Marketing Support: Access ready-to-use marketing assets, targeted campaigns, and lead-nurture tools designed to help you attract and convert more clients. - Ongoing Training: Benefit from continuous training, best-practice guidance, performance coaching, and 1:1 deal support to help you sharpen your skills and scale your production.

• Primarily Outbound calls with Inbound call opportunities (80/20 Split) • Work with clients to deliver Medicare Health Plans solutions that work with their doctors, hospitals, and medications. • You will work with most major insurance carriers and be able to sell Medicare Advantage, Medicare Supplement, and/or Part D Prescription Drug Plans. • Fulfill all policy requirements • Constantly update job knowledge and learn about new products and services • Attend and participate in team meetings • Be coachable, open-minded, and open to constructive feedback (we want you to grow!)

• Handle a high volume of inbound calls from brokers, providing timely, accurate support across a range of inquiries • Assist with day-to-day requests such as application status, system navigation, and general troubleshooting • Use multiple systems and tools to research issues, document interactions, and deliver effective resolutions • Apply active listening and critical thinking to understand each situation and determine the best outcome • Meet performance expectations around call quality, attendance, productivity, and schedule adherence • Maintain consistent communication with your supervisor and team • Participate in team meetings and ongoing training to stay current on processes and updates