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Mortgage and Protection Advisor
3 months ago
Romford, Dagenham area
What in it for you? Basic Salary between £25k and £40k Car allowance Quarterly bonus structure uncapped commission - up to 20% splits Estate agency lead source Full admin support Career progression Key responsibilities- Consistently achieve monthly sales targets, demonstrating a results-driven approach to meet and exceed business goals.
- Strictly adhere to the established sales structure, ensuring the highest standards of advice quality and compliance guidance are maintained at all times.
- Provide comprehensive advice on general insurance, mortgage options, and personal protection, aligning solutions with customer needs.
- Initiate contact with customers to recover missed opportunities and explore potential avenues for business development.
- Convert booked appointments into tangible business opportunities, demonstrating a strong ability to close deals.
- Work seamlessly with the estate agency team to actively promote mortgage and financial services business.
- Proven experience in mortgage and financial services advisory roles.- 18 months +
- Strong interpersonal and communication skills.
- Results-oriented with a demonstrated ability to meet sales targets.
- In-depth knowledge of general insurance, mortgages, and personal protection products.
- Compliance-conscious, ensuring adherence to industry regulations and guidelines.
- Proactive and self-motivated.
- Customer-centric mindset.
- Ability to work collaboratively in a team-oriented environment.
- Excellent organizational and time-management skills.