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Mortgage and Protection Adviser

1 month ago

Bishop's Stortford, United Kingdom GCB Agency Recruitment Full time

Our client is a growing impartial Mortgage & Insurance brokerage based in Suffolk and Essex, providing exceptional service to clients in Suffolk, Essex, Hertfordshire and beyond. Due to their expanding business, they require an additional Mortgage and ProtectionAdviser to maintain their high levels of service to both clients and the professionals they work with.

They have an established and busy lead source based in Bishops Stortford, therefore, they need an adviser to look after this for them. As a Mortgage and Protection Adviser, you will be required to work alongside all the remote property professionals whowill be referring a lot of leads on a monthly basis.

**Duties of a Mortgage and Protection Adviser (include but are not limited to)**:

- Identify customers’ financial needs and advise them on the products that would best suit their requirements.
- Ensure clients understand the products and services offered and the process.
- Complete customer interviews by appointment and on demand and make sales that meet customers’ needs.
- Look for opportunities to attract new customers and professionals.
- Prepare for future appointments, gathering appropriate information from colleagues to generate referrals.
- Deliver a professional and credible service and ensure your knowledge is up to date at all times.
- Working towards sales targets and always knowing how you are performing against these.

**Person Specification of a Mortgage and Protection Adviser**:

- CeMap or other industry-recognised qualification.
- Willingness to learn new skills
- Excellent communication skills
- Ability to demonstrate excellence in your field
- Proven track record of working in a targeted sales environment
- Outstanding levels of customer service
- Proven customer relationship management experience
- Self-motivation to seek out new opportunities

**Salary for this Mortgage and Protection Adviser role**:

- £20,000 - £30,000 basic
- £60,000 - £85,000 OTE (1st & 2nd Year)
- Guaranteed Bonus whilst building your pipeline
- 15-30% commission on banked business

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

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