Mortgage and Protection Specialist

2 months ago


Harrow, United Kingdom haart Full time

Unlock Your Potential as a Mortgage and Protection Specialist

At haart, we're seeking an experienced Mortgage and Protection Specialist to join our team. As a key member of our financial services team, you'll play a vital role in providing exceptional customer service and driving business growth.

About the Role

  • Generate and maintain your own client relationships and business, maximizing in-branch opportunities and thriving in a challenging yet stimulating environment.
  • Follow up on in-branch leads generated by the Estate Agency team and maximize value from each client.
  • Generate your own leads and business.
  • Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team, and Divisional Sales Director to ensure an efficient process for clients.
  • Provide exceptional client care and experience from beginning to end, going above and beyond to deliver the highest possible level of customer service.

Key Responsibilities

  • Engage with clients from diverse backgrounds, establishing their needs and wants through effective communication.
  • Manage multiple responsibilities and tasks, maintaining relationships with vendors, buyers, and developers to capitalize on opportunities while ensuring high-level customer service.
  • Collaborate with peers to build relationships, identify opportunities for referrals, and take accountability for KPIs.
  • Develop a strong presence in front of a camera, appealing to and engaging with the audience to maximize reach.

Requirements

  • CeMAP qualification or industry equivalent.
  • Experience in Mortgage and Protection Advising.
  • Legal entitlement to live and work in the UK.
  • Proof of right to work in the UK, including passport, birth certificate, proof of address, national insurance number, and full UK driving license.

Working Hours

  • Full-time office-based role.
  • Monday to Friday, 08:30 to 18:00.
  • Alternate Saturdays, 09:00 to 17:00.
  • Day off in lieu when working a Saturday.


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