Customer Relationship Liaison
2 weeks ago
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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