Mortgage and Protection Expert
2 weeks ago
About the Role:
We are seeking an experienced Mortgage and Protection Adviser to join our team. As a Mortgage and Protection Adviser, you will be responsible for generating and maintaining client relationships, maximising in-branch opportunities, and working with the Estate Agency team to ensure a smooth client experience.
Key Responsibilities:
- Generate and maintain your own client relationships and business
- Follow up on in-branch leads generated by the Estate Agency team
- 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 an efficient process for the client
- Provide exceptional client care and experience from beginning to end
Requirements:
- CeMAP qualification or equivalent
- Experience of Mortgage and Protection Advising
- Legal entitlement to live and work in the UK
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