Mortgage Solutions Specialist

24 hours ago

Leeds, Leeds, United Kingdom Age Partnership Full time

Overview

We are seeking a proactive and results-oriented Mortgage Solutions Specialist to join our team at Age Partnership. As a specialist in serving the over 55 demographic, you will be responsible for driving sales through proactive engagement, providing tailored mortgage solutions, and delivering exceptional service supported by industry expertise and advanced systems.

Your role will be critical in helping clients achieve their financial goals and secure the right mortgage solutions for their retirement years. You will proactively engage with potential customers (inbound and outbound) to generate leads and convert them into mortgage sales, effectively manage a pipeline of customers, ensuring timely follow-ups and closure of deals.

Key Responsibilities:

  • Generate leads and convert them into mortgage sales through proactive engagement
  • Effectively manage a pipeline of customers to ensure timely follow-ups and closure of deals
  • Analyse customer circumstances and recommend suitable mortgage products tailored to suit the needs of the over 55's demographic
  • Provide transparent and clear explanations of mortgage terms, rates, and repayment options to ensure clients make informed decisions
  • Stay updated on industry trends, regulatory changes, and product developments to maintain a competitive edge and provide informed advice to clients

About Us:

Age Partnership is a leading provider of financial services, established in 2004. We pride ourselves on delivering world-class customer experiences, continually innovating, and embracing digital technology to make dealing with us both efficient and engaging. Our culture encourages colleagues to engage, learn, and flourish, with significant in-house training and development facilities and empowerment of colleagues.

Our Values:

We value:

  • Courageous & Honest: Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback
  • Collaborate & Share: Be generous with your time and ideas, working with and for the wider team
  • Focus on Solutions: Show resilience and determination, focusing on the solution not the problem

Requirements:

To be successful in this role, you will have:

  • A proven track record of success in the mortgage industry, demonstrating exceptional sales performance, customer satisfaction, and ability to always adhere to industry regulation and compliance standards
  • Proven experience working successfully to targets, current or recent experience of an outbound call environment, and ability to respond to training quickly and adapt to changes within the industry
  • Commitment to maintaining the highest ethical standards and compliance with industry regulations
  • A minimum CeMap or equivalent qualification

Benefits:

We offer a competitive salary of £42,000 basic (£28,000 basic + OTE), a comprehensive training program, and opportunities for career growth and development. If you are a motivated and experienced mortgage professional looking for a new challenge, we encourage you to apply.

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