Mortgage & Protection Advisor

05-08-2022 01:17 PM
Mortgage & Protection Advisor
Basic - £30,000 OTE £60,000 +
An exciting opportunity has arisen to join the UK’S Largest Financial Services Provider as a Mortgage and Protection Adviser.
We are looking for a motivated individual to join a highly successful estate agency group. There will be a constant flow of leads and the successful candidate will be driven to achieve success. The potential is to earn in excess of £60,000 per annum.
Job Description

To achieve and exceed mortgage and protection sales targets from a role based in Bedford. The role involves handling new enquiries, completing fact finds, providing advice and recommendation, and then securing the business. It is essential that you have an ability to work to targets and build excellent relations with the internal teams and your fellow Advisers.

  • Achievement of monthly key performance indicators.
  • Achieve and exceed quarterly and annual income targets.
  • Support our sales and lettings teams facilitate efficient sales and acquisition for our clients.
  • Manage stable, ongoing enquiries maintaining relationships with clients in order to secure sales when clients are ready to proceed.
  • Complete Mortgage Fact Finds to identify client’s requirements and providing advice and recommendation in order to secure the business.
  • Liaising with other departments in the business to ensure a smooth application process for the client. 
  • Continual development of sales skills and product knowledge
  • Continual Professional Development.
  • Ensure sales are conducted according to sales process and compliance requirements
  • Ability to complete paperwork/applications in a structured compliant manner
What you will need to do this role
  • Fully CeMAPP Qualified.
  • Experienced Mortgage & Protection Advisors only apply
  • Drive, ambition, and self-motivation.
  • Ability to work within a team
  • The ability to work in a targeted environment, be self-motivated and focused.
  • Provide excellent customer service
  • Ability to work in a regulated environment
  • Experience of Microsoft suite of products, Word, Excel etc.
  • Understanding of property market
  • Full UK Driving Licence
Salary and Benefits
Competitive salary + uncapped commission. Basic £30K OTE 60K+
Car Allowance
Generated leads
Full Training & Support
Career Progression
Working for the UK’S Largest Financial Services Provider

Contact Details: Please contact Shelley Davies 07854 088048

Meet your Recruitment Team

Can't find the job you're looking for? Complete this short form and submit your CV then we will do the rest

(Permitted file size is 5Mb and file types are: doc, docx, txt, pdf, rtf, xls)

Attach CV*