Financial Services Professional

16 hours ago


Bolton, Bolton, United Kingdom Fintelligent Search Full time
Mortgage Advisor Job Description

At Fintelligent Search, we are seeking a highly motivated and career-driven Mortgage Advisor to join our outstanding financial services team located in Bolton on a remote basis.

The purpose of this role is to contact existing customers regarding their mortgage enquiry that have been generated through different avenues of the business. The successful candidate will have no cold calling experience and will be working remotely.

Key Responsibilities:
  • FOLLOWING UP ON WARM LEADS FOR LIFE INSURANCE THAT HAVE COME FROM AN INTERNAL DEPARTMENT
  • Completing fact finds for new customers
  • Pipeline and diary management for efficient lead follow-up
  • Working to KPI and targets set by the company
Requirements:
  • Proven experience working in sales and targeted environments
  • CeMAP 1,2,3 qualification or equivalent
  • Experience working in outbound sales as a Sales Executive, Sales Advisor, New Business Consultant, or similar
  • Must have proven experience exceeding targets and KPIs
Benefits:
  • A competitive salary up to £25,000 with an OTE of £35,000
  • BUPA Healthcare
  • Company Pension Scheme on completion of probation
  • Rising holiday entitlement
  • Access to training and development
  • Career progression
  • Annual awards evening
  • Regular social nights
  • Smart casual dress code
  • Reward and recognition


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