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Mortgage and Financial Services Specialist

2 months ago

Nationwide, United Kingdom Rayner Personnel Full time
About the Role

We are seeking a highly skilled and experienced Mortgage and Protection Advisor to join our team at Rayner Personnel. As a key member of our property recruitment team, you will be responsible for providing expert advice on general insurance, mortgage options, and personal protection to our clients.

Key Responsibilities
  • Consistently achieve monthly sales targets, demonstrating a results-driven approach to meet and exceed business goals.
  • Strictly adhere to the established sales structure, ensuring the highest standards of advice quality and compliance guidance are maintained at all times.
  • Provide comprehensive advice on general insurance, mortgage options, and personal protection, aligning solutions with customer needs.
  • Initiate contact with customers to recover missed opportunities and explore potential avenues for business development.
  • Convert booked appointments into tangible business opportunities, demonstrating a strong ability to close deals.
  • Work seamlessly with the estate agency team to actively promote mortgage and financial services business.
Requirements
  • Proven experience in mortgage and financial services advisory roles, with a minimum of 18 months of experience.
  • Strong interpersonal and communication skills.
  • Results-oriented with a demonstrated ability to meet sales targets.
  • In-depth knowledge of general insurance, mortgages, and personal protection products.
  • Compliance-conscious, ensuring adherence to industry regulations and guidelines.
Attributes
  • Proactive and self-motivated.
  • Customer-centric mindset.
  • Ability to work collaboratively in a team-oriented environment.
  • Excellent organizational and time-management skills.