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02/06/2009

Industry Help Needed - Mobile Sales Force Information

I am looking for industry help! Has anyone either engaged in or heard of a CU in Canada successfully launching/running a mobile mortgage or product specialist? We are researching this and would like insights into any other CU that has tried it. A mobile specialist can sell any product or service and is usually paid by commission on their sales. Very popular with banks, we are struggling to learn of a CU that's implemented.

Any tips, referrals or suggestions? Thanks MACU peers!

Rachel Milan

http://teacherscu.on.ca

Comments

1) John Trogrlich @ Feb 20, 2009

Rachel, you should contact either Vancity or Coast Capital Savings here in BC. Both have operated mobile specialist programs for some time. Sorry, I don't have any contact names for you, nor do I know the details of their postions, comp, etc., but I'm sure they would have some good information for you re: starting a program.

2) Jim Walker @ Feb 20, 2009

Hi Rachel,

A contact at Vancity would be Keith Tongue 604-708-7769.

He is there Senior Director, Broker & Mobile Sales.

Jim

3) Jim Walker @ Feb 26, 2009

Hi again,

If you haven't seen it already the February24th issue of CI Update from Central 1 Credit Union includes a story on mobile mortgage specialists. Let me know if you need a copy.

Jim

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