Customer Relationship Liaison

2 weeks ago


Rochester, Medway, United Kingdom Cubitt & West Full time

Job Summary: We are seeking a highly motivated and driven sales professional to join our team at Cubitt & West as a Customer Relationship Liaison. In this role, you will be responsible for building and maintaining strong relationships with clients, securing appointments for our Mortgage Advisors, and driving business growth.

Key Responsibilities:

  • Contact and build great relationships with clients from varying warm leads
  • Book in quality appointments resulting in additional mortgage & protection business for the company
  • Nurture your leads to provide a positive customer experience from start to finish
  • Meet and exceed targets relating to appointments and mortgage sign ups
  • Liaise with Mortgage Advisors to book clients in for general Mortgage reviews
  • Maintain a compliant service in line with the necessary authorities' requirements
  • Update records using our computer software
  • Work with your colleagues in Direct Sales to boost business

Requirements:

  • Experience preferred but not essential
  • Great telephone skills
  • Delivery of truly exceptional Customer Service
  • Strength in building trust and relationships
  • Fabulous organisation skills
  • A motivated, tenacious and energetic outlook
  • Target driven and always keen to do well
  • A hard working and focused work ethic
  • Some knowledge of the mortgage process (although not essential)


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