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Mortgage Advisor Trainee
2 months ago
BDM Recruitment is seeking a highly motivated and customer-focused individual to join our team as a Mortgage Advisor Trainee. As a key member of our team, you will be responsible for building and maintaining long-term relationships with our clients, promoting their brand and services, and identifying growth opportunities through our CRM system.
Key Responsibilities:
- Engage with existing mortgage customers to understand their needs and match them with our clients' latest products and services.
- Upsell or cross-sell to increase sales and maximize client satisfaction.
- Manage remortgage leads, ensuring timely communication and appointment numbers.
- Maintain accurate records, track booked appointments, and manage client databases.
Requirements:
- GCSE or equivalent in English and Maths.
- Excellent interpersonal and communication skills.
- Proficient in Microsoft applications and CRM management systems.
- Superior product knowledge.
- A team player with a focus on customer satisfaction.
Join our dynamic team and take the first step towards a rewarding career in financial services. Apply now to become a Mortgage Advisor Trainee and start building a successful future with BDM Recruitment.", "company": "BDM Recruitment", "location": "Leeds"}