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Mortgage and Protection Specialist

2 months ago

Chadderton, Oldham, United Kingdom Rayner Personnel Full time
About the Role

We are seeking a highly motivated and experienced Mortgage and Protection Advisor to join our dynamic team at Rayner Personnel. As a key member of our team, you will be responsible for providing exceptional financial guidance to our valued clients.

Key Responsibilities
  • Build and nurture a robust pipeline of prospective clients through proactive lead generation and strategic networking.
  • Conduct thorough needs assessments, actively listening to clients' goals and concerns to provide personalized recommendations.
  • Expertly navigate the ever-evolving landscape of mortgage, protection, and insurance products, staying ahead of industry trends and regulatory changes.
  • Deliver exceptional customer service, treating clients with utmost professionalism, empathy, and a commitment to their best interests.
  • Collaborate with cross-functional teams to streamline processes and enhance the overall client experience.
Requirements
  • Minimum of 2 years of proven experience in the mortgage and protection industry, with a track record of successful sales and client satisfaction.
  • Extensive knowledge of mortgage products, life insurance, and general insurance offerings, backed by relevant certifications or qualifications.
  • Exceptional communication and interpersonal skills, with the ability to build rapport and establish trust with clients from diverse backgrounds.
  • Strong organizational and time-management abilities, enabling you to thrive in a fast-paced and dynamic environment.
  • Commitment to continuous professional development, embracing industry changes and self-improvement opportunities.
  • Valid driver's license and access to reliable transportation for client visits.