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Mortgage and Protection Specialist

2 months ago

Devizes, Wiltshire, United Kingdom Allen and Harris Full time
About the Role

We are seeking a highly skilled and motivated Mortgage and Protection Advisor to join our team at Allen and Harris Estate Agency in Devizes. As a key member of our team, you will play a vital role in providing expert advice to our clients on a range of mortgage and protection products.

Key Responsibilities
  • Building Relationships: Develop strong relationships with our Estate Agency team through training and support, ensuring seamless communication and collaboration.
  • Client Meetings: Conduct regular meetings with clients to discuss their mortgage and protection needs, providing personalized advice and guidance.
  • Product Knowledge: Stay up-to-date with the latest mortgage and protection products, ensuring you can provide expert advice to clients.
  • Business Development: Identify new business opportunities and develop strategies to attract new clients and grow our business.
Requirements
  • Qualifications: CeMap qualified or equivalent, with a strong understanding of mortgage and protection products.
  • Experience: Proven track record in generating new sales and following through to completions, with excellent communication and interpersonal skills.
  • Personal Qualities: Resilient, positive, and friendly attitude, with a strong work ethic and ability to work under pressure.
About Us

Allen and Harris Estate Agency is a leading estate agency and property services provider, with a network of over 600 branches nationwide. Our Mortgage Services business has over 650 Mortgage Advisors, offering expert advice to clients on a range of mortgage and protection products.