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Mortgage Advisor Trainee

2 months ago

Leeds, Leeds, United Kingdom BDM Recruitment Full time
{"title": "Mortgage Advisor Trainee", "description": "Mortgage Advisor Trainee

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"}