Experienced Mortgage
3 weeks ago
Join Quilter Financial Planning, a prominent player in the financial services sector, as we seek a Self-Employed and seasoned Mortgage & Protection Consultant / Sales Manager to enhance our dynamic team.
Our firm offers a comprehensive suite of services, including Mortgage Strategy, Protection Guidance, and Insurance Solutions tailored to meet the diverse needs of our clientele.
We take immense pride in our reputation, characterized by a transparent and professional approach to client service.
Key Qualifications:
- CeMAP or equivalent Mortgage Certification
- A proactive mindset coupled with outstanding team communication skills
- Aspirations to elevate your career trajectory
- Client-focused with exceptional customer service abilities
- Capability to articulate complex concepts in a straightforward manner
- Minimum of 5 years of relevant experience
- Established Client Portfolio
- Experience in Team Leadership
What We Offer:
- Attractive Commission Structure
- Opportunity to work with a well-respected, forward-thinking organization
- Comprehensive Administrative Support, including Submission, Recommendation Reports, and Pipeline Management
- Flexible Home Office Options
- Support for professional development towards a full financial adviser role if desired
Your Responsibilities Will Include:
- Achieving performance benchmarks
- Proactively prospecting and scheduling client meetings
- Conducting thorough fact-finding to assess clients' financial situations and future goals
- Delivering high-quality, professional mortgage advice and clarifying various mortgage options
- Discussing necessary insurance and protection products to empower clients in their decision-making
- Communicating effectively across all levels of the organization
- Ensuring all regulatory documentation is completed within stipulated timelines
- Staying informed about new mortgage and protection offerings and changes in regulations
- Maintaining a broad understanding of the Financial Services landscape and relevant knowledge
- Embodying and promoting company values alongside our brand
- Team Leadership (Recruiting, training, and nurturing a team of mortgage and protection consultants. Setting performance objectives and tracking team progress. Providing continuous coaching and support to team members.)
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