Trainee Mortgage Brokerr - Barry, United Kingdom - D&R Partners Recruitment Limited
Description
Sales AdvisorFull time office based in Barry, Cardiff
Salary is £23k + comission
D&R partners are proud to be representing our client that brings to the market a professional expertise, transparency, and exacting standards.
Owned and managed by some of the industry's most respected figures and backed by a leading UK financial institution, our client is changing the face of the secured loans market in the pursuit of service excellence.
Responsibilities within this Sales advisor role:
- The development of new business, via methods such as canvassing, outbound and inbound telemarketing.
- Build up a broker database and maintain good relationships accordingly.
- To maintain a competent level of understanding of mainstream lender's underwriting policies and procedures.
- Sales processing and accurate data entry.
- Adherence to quality and compliance standards.
- To assist the Specialist Mortgage Advisor at the applicable stages of the sales process.
- To understand the boundaries and procedures of what is permitted in terms of providing the customer advice (which is not permitted)
- To pay high regard to Financial Conduct Authority (FCA) regulations including Treating Customers Fairly Principles.
- Encourage and maintain a high level of customer service and excellence.
- To pay particular attention to ensuring the confidentiality of sensitive information.
- To always behave in a positive and professional manner when representing the company.
- To follow all company policies and procedures.
Qualities the company possess for this Sales Advisor role:
- Sales experience in a busy office environment.
- Outbound sales experience (telephone experience)
- Account management.
- IT literacy
- Ability to demonstrate clear written and verbal communication skills
- Fast and accurate data entry
- Effective Customer Care Skills
- Excellent interpersonal skills
- Impeccable telephone manner and tone
- Effective organisational skills
- The capacity to work as part of a team
- An ability to work in own initiative and meet set timescales
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