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Mortgage Telephone Relationship Manager
2 months ago
Highly successful mortgage group are seeking a skilled Telephone Account Manager.
The Account Manager will provide a telephone based service for those broker customers not serviced by face to face. The role of the TAM is to provide similar services to the Business Development Manager but over the phone.
Ideally, new entrants to this role will have sales experience and will be expected to be meeting the expectations of the role within 6-12 months.
Key Responsibilities
- Achieve personal sales targets and contribute towards achieving the team target.
- Service and promote solutions in accordance with best practice principles.
- Ensure TCF is always a consideration in planning, day-to-day activity and outcomes.
- Responsible for ensuring with their BDM colleague that new advisers/mortgage brokers are contacted within 24 hours then evaluated and categorised/segmented appropriately. Appropriate telephone activity should be agreed where 1-2 monthly specialist cases are identified.
- Achieve high standard of customer services scored from customer research (e.g Industry forums).
- Responsibility to ensure that all financial advisers/mortgage brokers passing through the salesforce process are handled effectively.
- Constantly look to improve own skill levels by looking for new best practices.
- Responsible for regular communications with BDM to ensure the Salesforce process works effectively.
This role offers a progressive sales career path, a performance bonus and daily interaction with a panel of brokers. Interviews available immediately.
