Mortgage and Protection Professional
5 days ago
Company Overview
\We are a leading mortgage and protection specialist, dedicated to providing exceptional client experiences. Our team is passionate about delivering tailored solutions to meet the unique needs of our customers.
\Salary and Benefits
\As an Experienced Mortgage Adviser, you can expect a competitive salary and a comprehensive benefits package, including fully uncapped commission scheme, company car or car allowance, and a bespoke digital marketing package.
\About the Role
\We are seeking an experienced mortgage adviser to join our team. The successful candidate will have a CeMAP qualification or equivalent and experience in mortgage and protection advising. You will be responsible for generating and maintaining client relationships, working with the estate agency team, admin team, training and development team, compliance team, and divisional sales director to ensure efficient processes for clients.
\Key Responsibilities
\- \
- Generate and maintain client relationships\
- Work with the estate agency team to maximize in-branch opportunities\
- Provide exceptional client care and experience\
- Collaborate with the admin team, training and development team, compliance team, and divisional sales director to ensure efficient processes\
- Maintain strong relationships with vendors, buyers, and developers to capitalize on opportunities while ensuring high customer service engagement\
- Spin multiple plates by mastering multitasking and managing numerous responsibilities and tasks\
- Take accountability for your KPIs by proactively seeking new opportunities and maintaining existing relationships\
- Develop a strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach\
- Identify opportunities for referrals within your branch and build relationships with peers to assist in identifying opportunities for referrals\
- Follow up on in-branch leads generated by the estate agency team and maximize value from each client\
- Generate your own leads and business\
- Work in tandem with the estate agency team, admin team, training and development team, compliance team, and divisional sales director to ensure efficient processes for clients\
- Provide exceptional client care and experience from beginning to end\\
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