Account Executive

Bloom Finance Company LTD is reimagining retirement for Canadians aged 55+, empowering homeowners to access the wealth they’ve built and turn it into financial flexibility, security, and choice—without giving up ownership or peace of mind. As a Canadian fintech, Bloom Finance Company enables clients to unlock up to 55% of their home’s value as tax-free cash through its reverse mortgage solution, combining transparency, education, and a customer-first approach to retirement financing.

Highlights

• Headquarters: Toronto, Ontario

• Providing reverse mortgage solution enabling access to up to 55% of home value (tax-free)

• Banks are generalists — Bloom is the specialist for home-equity release, purpose-built for seniors - marketed towards Canadian homeowners aged 55+

• Rising rates + fixed retirement income are making reverse mortgages a necessity, not a nice-to-have.

• In a volatile mortgage market, Bloom offers real demand, structure, and long-term upside.

• Nearly $100M in home equity extended to Canadian homeowners

• Funding: Successfully raised a $7M Series A led by SixThirty Ventures LLC.

• Award-winning leadership coming from high-growth companies including TouchBistro, BoxHub

About the Role

Bloom Finance Company is hiring an Account Executive to manage high-intent inbound sales opportunities from initial conversation through to funded deal. This is a consultative, phone-based role focused on education, trust-building, and execution, guiding homeowners through a complex and highly regulated financial decision.

The Account Executive owns the full client relationship, working with warm inbound leads generated through Bloom’s marketing and referral channels. Success in this role requires strong sales discipline, exceptional organization, empathy, and a customer-first mindset.

• Managing a pipeline of approximately 40 inbound leads per month

• Educating prospective clients and their families on reverse mortgages and Bloom’s products and process

• Qualifying borrowers against Bloom’s lending criteria

• Taking full mortgage applications and guiding clients through underwriting, appraisal, and funding

• Owning the client relationship end-to-end, from first call to closing

• Maintaining accurate documentation, notes, and follow-ups throughout a multi-step sales process

• Collaborating closely with underwriting, operations, and SDR partners to move deals forward

• Identifying opportunities to improve sales and onboarding processes

About You

• You are a consultative sales professional who thrives in a fast-paced, high-accountability environment and takes pride in helping clients make informed financial decisions.

• 1–3 years of sales experience, ideally in mortgages, financial services, or a regulated environment

• Must have an active Mortgage Agent, Broker, or Associate license in Ontario or BC

• Exceptional communication skills and a strong phone presence

• A deeply ingrained customer-first mindset

• Strong organizational skills and attention to detail

• Comfort managing complex, multi-step deal cycles

• Familiarity with structured sales methodologies

• Flexibility to occasionally support clients outside traditional business hours

• Must be located in Ontario and open to 2X a week hybrid in-office environment

The Extras that Matter

• Above-market compensation

• Opportunity to join one of Canada’s fastest-growing fintech companies

• Mission-driven culture focused on transparency, trust, and long-term client outcomes

• Direct exposure to experienced leadership and clear growth paths

Hybrid work environment

• Compensation:

• Base Salary: $75,000

• Variable Compensation: Up to $75,000 (performance-based, uncapped)