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Mortgage Advisor Trainee
2 months ago
About the Role:
We are seeking a highly motivated and ambitious individual to join our dynamic team as a Trainee Mortgage Advisor. As a key member of our team, you will play a vital role in shaping the financial futures of our valued clients.
Key Responsibilities:
- Develop and maintain 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.
- Stay up-to-date with the ever-evolving landscape of mortgage, protection, and insurance products, ensuring you remain 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 and Qualifications:
- 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.
What We Offer:
- Basic salary ranging from £28,000 to £34,000 per annum.
- 20% commission split.
- Leads provided by in-house EA team who are paid per seen appointment.
- Fantastic bonus scheme.
- Full training and development.
- Flexible work arrangement with 2/3 days in the office.
About Us:
Rayner Personnel – Property Recruitment is a leading recruitment agency specializing in property recruitment. We are committed to providing exceptional service and support to our clients and candidates.
