Broker Support Consultant

2 weeks ago

Bournemouth, United Kingdom Mortgage Intelligence Full time

Location: Bournemouth (Hybrid)

**Salary**: Competitive

Job Reference Number: BSC180424

Overall Responsibility:
Key Responsibilities to include:

- Maintain an excellent understanding of the products and services offered by Mortgage Intelligence and our life protection providers/general insurance /panel lenders
- Share your knowledge of life protection products to assist in the development of sales opportunities across the memberships.
- Be individual point of contact to facilitate appointed representatives to refer business to other brokerages across the network and maximise business opportunities and a positive consumer outcome.
- Build and develop strong relationships with our members. Assess sales opportunities and match our products to their needs.
- Work to increase business levels across all our memberships via regular telephone contact.
- Communicate with multiple departments and senior members of staff in a clear and accurate manner.
- Collate feedback and identify trends within the network and present these findings to further develop the services within the network
- Liaise with AR & DA BDM team to ensure details of sales opportunities are shared in a timely manner and support with appointment booking as required.
- Carry out tasks as may be delegated to you by your manager as required by the business.
- Ability to cross sell products and identify sales opportunities over the telephone.
- Provide weekly updates to your Line Manager on current sales opportunities being worked on.

Performance Standards:

- Contribute to achieving Mortgage, Protection & GI target for AR and DA channels.
- Make proactive sales calls to all members.
- Be a strong team player.
- Take a high volume of incoming calls.
- Provide accurate solutions to the queries from our members.
- Have a good knowledge and understanding of life protection and the intermediary mortgage/general insurance market.
- Be prepared to offer support to other areas of the business if required.
- Provide monthly reports to your Line Manager on all proactive calling carried out.
- To be aware of and follow the principles of Consumer Duty, acting to always deliver good customer outcomes.

PERSON SPECIFICATION - Broker Support Consultant
- Essential- Desirable- Qualifications- Good standard of education - min 5 GCSEs (A-C) or equivalent
- CERGI
- FPC or equivalent
- CeMAP - training will be provided
- Experience/knowledge- Minimum of 1 year’s mortgage or protection experience (B2B or B2C)
- Experience of working in a sales environment
- Working knowledge of sourcing systems
- Knowledge of intermediary protection/mortgage market
- Experience of working with variety of providers/lenders
- Skills- Strong customer service and sales skills
- Proactive approach
- Excellent verbal communication skills
- Ability to work as part of a team
- Ability to work under pressure
- High level of accuracy and attention to detail
- Excellent time management skills
- Telephone sales or relationship management experience
- Personal Attributes- Professional approach and appearance
- Confident Telephone manner
- Self
- Motivated
- Positive Attitude
- Active, confident, approachable and friendly demeanour
- Diplomatic
- Fast learner with a willingness to learn
- A flexible outgoing and adaptable attitude
- Other

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