Mortgage Protection Consultant

2 days ago


Hamilton, South Lanarkshire, United Kingdom RECRUITMENTiQ Full time
Job Title: Mortgage Protection Consultant

Company Overview:

We help individuals achieve their financial goals through straightforward and practical protection planning.

Salary:

A highly competitive salary of £65,000+ per annum is on offer to the successful candidate.

Job Description:
  • You will have a solid understanding of protection products to provide tailored advice to clients.
  • Natural ability to identify opportunities to promote protection products where appropriate.
  • A methodical approach to documentation, ensuring accuracy in data entry/electronic filing.
  • A professional and courteous telephone manner.
  • You will be responsible for conducting protection reviews for new mortgage enquiries.
  • Annual reviews with existing clients to ensure their protection package meets their needs and circumstances.
  • Renewing policies or securing the return of lapsed customers.
Required Skills and Qualifications:
  • Mortgage and finance expertise.
  • Sales experience welcomed.
  • Background in mortgages and financial planning.
  • Exceptional communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Attention to detail and accuracy in financial analysis.
  • Familiarity with mortgage regulations and compliance.
  • Preference given to candidates with experience in sales, finance, economics, business, or related fields.
Benefits:
  • A highly competitive salary of £65,000+ per annum.
  • Free parking.
  • Pension scheme.
  • Flexibility in working hours.


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