Mortgage and Protection Specialist
2 days ago
Unlock Your Potential as a Mortgage and Protection Specialist
At haart, we're seeking an experienced and skilled Mortgage and Protection Specialist to join our team. As a key member of our financial services team, you'll play a vital role in providing exceptional customer service and expert advice to our clients.
About the Role
- Generate and maintain your own client relationships and business, maximizing in-branch opportunities and thriving in a challenging yet stimulating environment.
- Follow up on in-branch leads generated by the Estate Agency team and maximize value from each client.
- Generate your own leads and business.
- Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team, and Divisional Sales Director to ensure an efficient process for the client.
- Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service.
Key Responsibilities
- Engage with clients from diverse backgrounds, establishing their needs and wants through effective communication.
- Manage multiple responsibilities and tasks, ensuring seamless execution and high-quality results.
- Maintain relationships with vendors, buyers, and developers to capitalize on opportunities while delivering exceptional customer service.
- Collaborate with peers to build relationships and identify opportunities for referrals.
- Take ownership of KPIs, proactively seeking new opportunities while maintaining existing relationships.
- Develop a strong presence in front of a camera, engaging with the audience to maximize reach.
Requirements
- CeMAP qualification or equivalent.
- Experience in Mortgage and Protection Advising.
- Legal entitlement to live and work in the UK.
- Proof of right to work in the UK, including passport, birth certificate, proof of address, national insurance number, and full UK driving license.
What We Offer
- On-target earnings of £40,000 to £60,000+ per year.
- Fully uncapped commission scheme.
- Basic salary of £22,000 to £28,000 (dependent on experience).
- Guaranteed monthly payments while building a pipeline, for up to 6 months.
- Company car or £250 monthly car allowance.
- Company laptop.
- Bespoke digital marketing package.
- Dedicated training and coaching to support ongoing development and progression.
- A clear career path for advancement.
- Employee 24/7 Assistance Programme.
Working Hours
- Full-time office-based role.
- Monday to Friday, 08:30 to 18:00.
- Alternate Saturdays, 09:00 to 17:00.
- Day off in lieu when working a Saturday.
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