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Mortgage and Protection Specialist
2 months ago
About the Role
As a Mortgage and Protection Adviser at haart, you will play a crucial role in helping our clients achieve their dream of homeownership. We are seeking an experienced and skilled individual to join our team, providing expert advice on mortgage and protection products to our customers.
Key Responsibilities
- Generate and maintain your own client relationships and business, maximising in-branch opportunities and thriving within a challenging yet stimulating environment.
- Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client.
- 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, going above and beyond to provide the highest possible level of customer service.
Requirements
- Hold CeMAP qualification or an industry equivalent qualification.
- Experience of Mortgage and Protection Advising is essential.
- Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006).
- We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate, Proof of Address, National Insurance, and Full UK Driving Licence.
Working Hours
- This role is full-time office-based.
- Monday - Friday 08:30 - 18:00.
- Alternate Saturdays 09:00 - 17:00.
- Day off in lieu when working a Saturday.
What We Offer
- On-target earnings of £40,000 to £60,000+ per year.
- Fully uncapped commission scheme.
- £22,000 - £28,000 Basic salary (dependent on experience).
- Guaranteed monthly payments whilst building a pipeline, for up to 6 months.
- Company car, OR £250 monthly car allowance.
- Company laptop.
- Bespoke digital marketing package.
- Dedicated training and coaching to support your ongoing development and progression.
- A chance to build on your career, with a set, clear career path.
- Employee 24/7 Assistance Programme.
What You Need to Succeed
- Engaging with people from all walks of life, establishing their needs and wants, and communicating effectively through various channels.
- Spinning multiple plates, mastering multitasking, and excelling at managing numerous responsibilities and tasks.
- Maintaining relationships through regular contact with vendors, buyers, and developers to capitalise on opportunities and ensure high customer service.
- Collaborating with peers within your branch to build relationships and identify opportunities for referrals.
- Taking accountability for your KPIs through proactively seeking new opportunities and maintaining existing relationships.
- Strong presence in front of a camera, appealing to and engaging with your audience to maximise your reach.
