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- Conducting sales opportunity calls with customers, building relationships and advising on our range of regulated products and services including Mortgages, Life Insurance, Critical Illness Cover and Income Protection.
- Building strong relationships within our estate agency partner Yopa to motivate them to refer their buyers and sellers to you and ensure your diary is always full of quality leads.
- Working with your administrator to proactively manage the customer experience from application to completion to ensure they receive exceptional service and come back for a remortgage and recommend us to their family and friends
- Looking for referral opportunities to be sent over to our specialist partners in conveyancing, buildings & contents, commercial finance, equity release, investment and pension advice.
- Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ) and previous experience in advising customers on mortgage and protection products.
- You will be selfmotivated and used to working in a homebased role and dealing with estate agents.
- You'll have been a top performer in a leading mortgage brokerage.
- Previous experience in a customerfacing role, with excellent customer service skills and the ability to build strong relationships with customers, peers and more senior individuals.
- A good understanding of the mortgage and protection markets and to be able to demonstrate a passion for the sector.
- Strong communication skills, both written and verbal, and excellent interpersonal skills with the ability to overcome challenges.
Mortgage and Protection Advisor - Hinckley, Leicestershire, United Kingdom - YOPA
YOPA
Hinckley, Leicestershire, United Kingdom
1 month ago
Description
Mortgage and Protection AdvisorFully remote, home based role, nationwide
Year one OTE £50k+
Year two OTE £75k+
As a Mortgage and Protection Advisor at Scout Financial Services, you will be responsible for building great relationships with our customers whilst providing accurate and up-to-date advice on our range of regulated products and services.
Duties and ResponsibilitiesIn this role you will be responsible for the following:
The role requires you to have proven skills and experience in the following areas:
This role is deemed as a Certified role under the UK PRA & Financial Conduct Authority - Individual Accountabilities Regulations and following training, will require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.