Lender Sales Advisor - Bolton, United Kingdom - Caroo

Caroo

Verified Company

Bolton, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role:
Lender sales advisor (second charge)

Location: Horwich, Bolton
Full time in the office, hybrid post probation
Skills: Sales experience, Outbound warm leads
Salary: Up to £25,500
OTE £35,000, OTE £45,000 year 2

The Company:

Caroo has partnered with a large financial services company based in Manchester who are looking to expand their lending advisor team.

The
Role:

This role is a great opportunity for an experienced sales advisor, desirably with financial or lending knowledge and or experience.

You will be collaborating with industry experts to provide insight and advise to customers.

You will be put on a training program to complete the CeMap qualification.

The Responsibilities:

Engaging with the New Business team to take qualified leads.
Skilfully navigating the financial landscape of your customer to source the most suitable products tailored to requirements.
Maintaining thorough knowledge and understanding of lender criteria, to ensure precise suitability.
Delivering impactful sales calls, providing wellresearched recommendations rooted in comprehensive product knowledge.
Collaborating closely with lenders to facilitate smooth case processing.
Working in collaboration with the wider team to work cases towards successful completion.
Proactively following up on leads and diligently chasing cases for updates
Achieving minimum targets with meticulous care and attention
Upholding personal performance standards of excellence
Staying up to date with the evolving FCA requirements and industry changes
Fulfilling CPD requirements to maintain professional competence.
Adhering to company compliance protocols, promptly addressing feedback, and implementing necessary actions.
Promoting best advice and setting a stellar example in customer care.

The Requirements: