Our client, a well known specialist Financial Services/Advice organisation, is looking for an experienced Mortgage and Protection Advisor to join their growing specialist Mortgage division. Qualified leads and appointments are provided (you will be conducting meetings on clients worksite (MOD, Forces, etc), but will also cover the surrounding area, with the opportunity to develop your career in a fast paced, forward thinking company.
Reporting to the Regional Sales Manager you will be a key member of our Mortgage team, you’ll relish the prospect of selling our broad portfolio of mortgage and associated products on an advised basis to the sector that we serve.
The role is a field based role and you will meet clients in their workplace or homes as appropriate. You will be responsible for managing your own diary, this will involve:
The prompt actioning of prospective leads - received and self-generated - and subsequent conversion into mortgage or life insurance/critical illness/income protection applications
Arranging face to face meetings with members and customers - building strong and trusted relationships with a consultative approach, as well as providing excellent advice and a first class service
Completion of all relevant documentation and regular liaison with Lead Generators, including prompt feedback on results/outcomes relating to introductions made
As a fully qualified FPC/CeMap Mortgage Advisor, with 'Whole of Market’ experience, you must be able to demonstrate:
A successful track record in achieving personal targets, spanning the selling, development, retention and generation of mortgage business
Excellent communication, presentation and relationship skills, along with a strong customer focus and a firm belief in putting customers interests at the heart of everything you do
Up to date and proven expertise in respect of mortgage/protection markets and FCA standards, backed by a detailed understanding of all associated regulatory matters
A highly professional outlook and plenty of self-motivation, plus a current valid driving license and a good PC skills, including a working knowledge of MS Office
We provide a great working environment together with a fantastic Employee Benefits package including; a competitive salary complemented by 24 days holiday (this increases with service) plus bank holidays; life assurance; private healthcare PLUS flexible benefits to suit your lifestyle, discounts on financial products and consumer goods.
This is a fantastic opportunity and if you believe you have the skills and experience to succeed in this challenging and rewarding role, then please apply now!
- CeMap Qualified
- Financial Services
- Mortgage Advisor
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