Mortgage and Protection Specialist

7 days ago

Cardiff, Cardiff, United Kingdom Peter Alan Full time
About the Role

Peter Alan Estate Agency is seeking a highly motivated and experienced Mortgage and Protection Advisor to join their team in Cardiff. As a key member of the team, you will be responsible for providing expert advice on a range of financial products and services to meet the needs of customers.

Key Responsibilities
  • Building strong relationships with the Estate Agency team through training and support
  • Participating in regular team meetings to discuss best practices and build relationships
  • Conducting 2-3 appointments per day, providing expert advice on financial products and services
  • Attracting new customers and business while achieving professional goals in a result-driven environment
Requirements
  • Resilient, positive, and friendly attitude
  • Strong track record in generating new sales and following through to completions
  • Motivated to be successful and achieve professional goals
  • Able to work under pressure and build strong alliances
  • CeMap qualified or equivalent, or willing to train towards holding the qualification
  • Full UK driving license
About Peter Alan

Peter Alan is part of The Connells Group, one of the largest and most successful estate agency and property services providers in the UK. With a range of services including residential sales and lettings, new homes, mortgage services, surveying, and conveyancing, Peter Alan offers a comprehensive range of solutions for customers.

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