Mortgage and Protection Specialist

4 weeks ago

Milton Keynes, Milton Keynes, United Kingdom Leaders Romans Group Full time
About the Role

We are seeking a highly skilled and motivated Mortgage and Protection Specialist to join our team at Leaders Romans Group. As a key member of our financial services team, you will be responsible for developing and maintaining a client base, securing lending, protection, and general insurance business, and identifying opportunities to generate revenue.

Key Responsibilities
  • Develop and maintain a client base to secure lending, protection, and general insurance business
  • Maximise mortgage sales potential through proactive business development and securing new clients
  • Develop relationships with our estate agency team and other areas of the business to maximise lead and income generation
  • Work closely with your dedicated administrator to ensure cases move from application to completion in a timely fashion
  • Lead source from our branch network
Requirements
  • Fully CeMAP qualified (or equivalent)
  • Exceptional communication skills with the ability to build strong relationships with customers
  • Proven track record in achieving and exceeding targets and expectations
  • Professional and flexible attitude, driven and passionate about mortgages and protection
  • Entrepreneurial approach to business
  • Experience of working in a target-driven, customer-focused environment
  • Expert knowledge of the mortgage and protection markets
  • Ability to build relationships with the estate agency team and other departments
  • Business development skills
  • Excellent interpersonal skills
What We Offer
  • Proven track record for career growth and advancement within the company
  • Market leading training and ongoing professional development
  • Supportive and collaborative team environment
  • Significant client referral opportunity driven by nationwide estate agency branch network
Benefits
  • Structured training and support
  • Excellent opportunities for career progression
  • Fabulous rewards and incentives for top achievers
  • Quarterly and yearly awards, including trips abroad
  • An excellent, uncapped commission structure with further bonuses
  • Generous holiday allowance, increasing by 1 day per year based on service
  • Excellent parental leave and company fertility policy in place
  • Access to an Employee Assistance Programme, including access to a virtual GP 24/7 and mental health first aiders
  • Retail discounts

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