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Mortgage and Protection Adviser
  • United Kingdom - Essex - Brentwood -
2 years ago
£ 80000 Per year OTE
HR Advisor
Permanent,Full-time
Job Description
  • Effectively work with the estate agency team to promote mortgage and financial services business
  • Provide the highest level of customer care at all times
  • Convert booked appointments into business
  • Contact customers for missed opportunities
  • Maintain proactive ongoing customer contact
  • Provide holistic advice on general insurance, mortgage, and personal protection
  • Adhere to sales structure, advice quality and compliance guidance at all times
  • Achieve sales targets each month

Required Knowledge, Skills, and Abilities
  • CeMap or Equivalent qualifications
  • Experience within a mortgage adviser position
  • Ideally CAS Status
  • Able to build and forge strong relationships.
  • Strong communication skills.
  • Analytical and ability to research.
  • Provide exceptional client service.
  • Strong negotiation and influencing.
  • Organised and effective time management.
  • Have detailed knowledge of the FCA and the firm’s record-keeping requirements.
  • Technical product knowledge in the mortgage and protection arena.

Reference no: 100637

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