Mortgage & Protection Advisor - Stirling, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Stirling, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Title:
Mortgage & Protection Advisor

Location:
Stirlingshire

OTE:
£40,000 - £60,000+

Reed is proud to be working with a well-established Estate Agency in Stirlingshire, who currently has a vacancy for a
self-employed Mortgage and Protection Advisor.

This opportunity would be perfect for someone who is ambitious and driven, looking to grow their brand and establish themselves independently.

You will have the opportunity to work from home, as well as have use of the office to meet clients face-to-face.

Various options are available in terms of admin/compliance support, lead support and training.

You may come from either a banking, independent brokerage, or estate agency background - in which case we'd love to hear from you

What you'll be doing:

Offer professional and impartial mortgage & protection advice explaining the different types of products available advising customers on the most appropriate options for their needs
Advise on life cover, critical illness cover, income cover and family income benefit ensuring customers are fully protected
Conduct and review credit searches to establish customer affordability, helping those with adverse credit secure the right mortgage for them
Source leads proactively from all available routes
Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team
Maintain comprehensive market knowledge and adhere to relevant compliance requirements and FCA regulations

.

About You:

Ambitious, confident, and proactive strong drive to grow your business
Passionate about providing exceptional customer service
At least 1 year experience providing mortgage advice
Full CeMAP or CII qualifications or equivalent
A positive credit history is essential and the ability to work with a full panel of lenders

In Return:

Realistic OTE of at least £40k to £60k
Competitive commission split; negotiable based on experience and existing client bank
Support and guidance from an experienced and wellconnected external network
Access to intuitive CRM software administration, diary management, document keeping
Compliance support
Independence and freedom to manage your own workload