Mortgage Advisor

4 weeks ago

Leeds, Leeds, United Kingdom Age Partnership Full time
About the Role

We are seeking a highly skilled and experienced Mortgage Advisor to join our team at Age Partnership. As a Mortgage Advisor, you will be responsible for providing expert advice and guidance to our clients, helping them to achieve their financial goals and secure the right mortgage solutions for their retirement years.

Key Responsibilities
  • Proactively engage with potential customers to generate leads and convert them into mortgage sales.
  • Effectively manage a pipeline of customers, ensuring timely follow-ups and closure of deals.
  • Conduct thorough consultations with customers to understand their financial goals, preferences, and constraints.
  • Analyse customers' circumstances and recommend suitable mortgage products tailored to suit the needs of the over 55's demographic.
  • Comfortable leveraging advanced mortgage systems and digital tools to streamline processes and broker a mortgage solution for your customer.
  • Provide transparent and clear explanations of mortgage terms, rates, and repayment options to ensure clients make informed decisions.
  • Stay updated on industry trends, regulatory changes, and product developments to maintain a competitive edge and provide informed advice to clients.
About Us

At Age Partnership, we pride ourselves on delivering world-class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging. We strive to become a household name synonymous with excellence, working collaboratively with our partners and suppliers to enable our customers to benefit from the relationship.

Our Values
  • Customer First: Be Respectful, Show Awareness, Go Above & Beyond.
  • Raise the Bar: Embrace Change, Commit to Development, Be Proud & Lead By Example.
  • Do the Right Thing: Be Accountable, Keep Your Promises, Be Courageous & Honest.
  • Win Together: Collaborate & Share, Appreciate Others, Focus on Solutions.
Requirements
  • Proven experience working successfully to targets.
  • Current or recent experience of an outbound call environment.
  • Proven experience in outbound sales with the ability to demonstrate achievements against a wide range of competencies.
  • Ability to respond to training quickly and adapt to changes within the industry.
  • Proven experience of sustained performance against compliant practices.
  • Commitment to maintaining the highest ethical standards and compliance with industry regulations.
  • A minimum CeMap or equivalent qualification.

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

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