Mortgage Specialist for Retirement Solutions
5 days ago
We are seeking a highly skilled Mortgage Advisor to join our team at Age Partnership, specializing in serving the over 55 demographic. As a Mortgage Specialist for Retirement Solutions, you will be responsible for driving sales through proactive engagement, providing tailored mortgage solutions, and delivering exceptional service supported by industry expertise and advanced systems.
Your role will be critical in helping clients achieve their financial goals and secure the right mortgage solutions for their retirement years. You will proactively engage with potential customers (inbound and outbound) to generate leads and convert them into mortgage sales, effectively manage a pipeline of customers, and conduct thorough consultations with customers to understand their financial goals, preferences, and constraints.
You will analyze customers' circumstances and recommend suitable mortgage products tailored to suit the needs of the over 55's demographic. You must be comfortable leveraging advanced mortgage systems and digital tools to streamline processes and broker a mortgage solution for your customer. Additionally, you will provide transparent and clear explanations of mortgage terms, rates, and repayment options to ensure clients make informed decisions.
As a Mortgage Specialist for Retirement Solutions, you will stay updated on industry trends, regulatory changes, and product developments to maintain a competitive edge and provide informed advice to clients. You will work collaboratively with the wider team to focus on solutions and show resilience and determination in achieving your targets.
To succeed in this role, you will require a proven track record of success in the mortgage industry, demonstrating exceptional sales performance, customer satisfaction, and ability to always adhere to industry regulation and compliance standards. A minimum CeMap or equivalent qualification is required, and experience of brokering in the first charge market, strong understanding of mortgage products, regulations, and market dynamics, particularly those relevant to the over 55 demographic, would be desirable.
The salary for this position is estimated to be around £42,000, with opportunities for OTE (£28,000 basic + commission). We offer a comprehensive training program and empower our colleagues to engage, learn, and flourish in a collaborative and dynamic environment. If you are a results-oriented Mortgage professional with a passion for delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity.
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Mortgage Solutions Specialist
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Leeds, Leeds, United Kingdom Age Partnership Full timeOverviewWe are seeking a proactive and results-oriented Mortgage Solutions Specialist to join our team at Age Partnership. As a specialist in serving the over 55 demographic, you will be responsible for driving sales through proactive engagement, providing tailored mortgage solutions, and delivering exceptional service supported by industry expertise and...
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