- Conduct appointments with clients in a friendly and engaging manner, communicating clearly and demonstrating a deep understanding of all mortgage & protection products
- Provide written recommendations that align with the customer's requirements after conducting a thorough fact-find process
- Assess existing policies and products to identify opportunities for protection and review cover in a compliant manner
- Replace or recommend amendments to current cover while providing detailed reports to clarify changes
- Offer quotations for personal & family protection, ensuring clients comprehend and appreciate the recommendations
- Quality leads, averaging around 15 per week
- Administrative support to facilitate the progression of client cases
- Comprehensive training on mortgage & protection systems
- A self-employed package, including initial financial support (repayable) and uncapped earnings with an OTE of £60K+
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Mortgage Advisor - East Boldon, United Kingdom - Mortgage Advice Bureau (MAB)
Description
We are thrilled to offer you an exciting opportunity to join Mortgage Advice Bureau (MAB), a highly acclaimed mortgage broker with a rich history of success and recognition, having secured over 200 awards in the last 5 years and still expanding.
About the company: MAB is a nationally recognized mortgage broker and network, known for its excellence in the industry. We pride ourselves on our outstanding service and market-leading position.
Job Title: Mortgage & Protection Advisor
We are seeking passionate and experienced individuals to become part of our mortgage & protection team. The ideal candidate should be CeMAP qualified or hold an equivalent qualification, capable of providing sound advice and recommendations to customers in collaboration with one of the UK's top online estate agencies.
You will play a crucial role in engaging with customers through high-quality calls, offering them regulated advice and ensuring the best possible outcomes for their needs.
Your role:
What we offer:
