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Trainee Mortgage Adviser
  • United Kingdom - West Yorkshire - Bradford -
2 years ago
£ 45000 Per year
Trainee Accountant
Permanent,Full-time
Job Description
  • Identify customers’ financial needs and advise them on the products that would best suit their requirements.
  • Ensure clients understand the products and services offered and the process.
  • Complete customer interviews by appointment and on demand and make sales that meet customers’ needs.
  • Look for opportunities to attract new customers and professionals.
  • Prepare for future appointments, gathering appropriate information from colleagues to generate referrals.
  • Deliver a professional and credible service and ensure your knowledge is up to date at all times.
  • Working towards sales targets and always knowing how you are performing against these.

Required Knowledge, Skills, and Abilities
  • CeMap or other industry recognised qualification is essential
  • Willingness to learn new skills
  • Excellent communication skills
  • Proven track record of working in a targeted sales environment (within Estate Agency, Accountancy, Banking or Financial Services)
  • Outstanding levels of customer service
  • Proven customer relationship management experience
  • Self-motivation to seek out new opportunities
  • Full driving licence

Reference no: 100838

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