Mortgage and Protection Advisor

Found in: Jooble UK C2 - 2 weeks ago

Hinckley Leicestershire, United Kingdom YOPA Full time
Mortgage and Protection Advisor Fully 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 Responsibilities In this role you will be responsible for the following: - 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 re-mortgage 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. Skills and Experience The role requires you to have proven skills and experience in the following areas: - 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 self-motivated and used to working in a home-based role and dealing with estate agents. - You'll have been a top performer in a leading mortgage brokerage. - Previous experience in a customer-facing 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. 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.

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