Experienced Mortgage and Protection Specialist

3 weeks ago


Torquay, Torbay, United Kingdom Spicerhaart Full time

About the Role:

We are seeking an experienced Mortgage and Protection Specialist to join our team at Spicerhaart. As a Mortgage and Protection Advisor, you will be responsible for building and maintaining client relationships, generating and maximising in-branch opportunities, and working collaboratively with the Estate Agency team and other departments to deliver exceptional client care and experience.

Key Responsibilities:

  • Generate and maintain your own client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environment.
  • Follow up on in-branch leads generated by the Estate Agency team and maximise 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 as efficient a process as possible 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.

Requirements:

  • CeMAP qualification or equivalent.
  • Experience of Mortgage and Protection Advising.
  • Legal entitlement to live and work in the UK.


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