Mortgage and Protection Specialist

4 weeks ago


Sutton Coldfield, Birmingham, United Kingdom THE OPENWORK PARTNERSHIP Full time
Mortgage and Protection Advisor Role

We are seeking a talented and passionate Mortgage and Protection Adviser to join our team at THE OPENWORK PARTNERSHIP. As a Mortgage and Protection Adviser, you will be responsible for managing customer enquiries, following up on leads, and providing mortgage advice to clients.

Key Responsibilities:
  • Manage customer enquiries and follow up on leads promptly
  • Conduct thorough fact finds, carry out product research, and provide suitable recommendations
  • Work with customers to explore their longer-term protection needs and preferences
  • Build outstanding client rapport to achieve high levels of protection conversion and generate positive reviews
Requirements:
  • Experience in mortgage and protection advice
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proactive and self-motivated
What We Offer:
  • Competitive salary and commission
  • Opportunities for ongoing development and growth
  • Supportive team environment
  • Flexible working options

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