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Mortgage and Protection Specialist
2 months ago
About the Role
We are seeking a highly skilled and experienced Mortgage and Protection Adviser to join our team at haart. As a key member of our sales team, you will be responsible for generating and maintaining client relationships, maximizing in-branch opportunities, and thriving in a challenging yet stimulating environment.
Key Responsibilities
- Generate and maintain your own client relationships and business, maximizing in-branch opportunities and thriving within 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 the client.
- Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service.
Requirements
- Current CeMAP qualification or industry equivalent qualification.
- Experience of Mortgage and Protection Advising.
- Legal entitlement to live and work in the UK.
- Evidence of right to work in the UK, including passport, birth certificate, proof of address, national insurance number, and full UK driving licence.
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.
