Mortgage and Protection Specialist

2 weeks ago


London, Greater London, United Kingdom Leaders Romans Group Full time

Job Title: Mortgage and Protection Specialist

Location: The company is part of a major property group, with a focus on estate agency.

Brand: Mortgage and Protection Specialist

Salary: Competitive package

Hours: Monday to Friday, 8:30am to 6pm, with additional Saturday hours on a rota basis.

About the Company:

The company is a market leader in the financial services sector, with a strong focus on estate agency and property.

Job Summary and Key Responsibilities:

The successful candidate will be responsible for developing and maintaining a client base, securing lending and protection business, and generating revenue through other opportunities.

Main Duties:

  • Develop and maintain a client base to secure lending and protection business
  • Maximise mortgage sales potential through proactive business development and securing new clients
  • Develop relationships with the estate agency team and other areas of the business to maximise lead and income generation
  • Work closely with a dedicated administrator to ensure cases move from application to completion in a timely fashion
  • Source leads from the branch network

Requirements:

  • Fully qualified in mortgage advice and protection (or equivalent)
  • Exceptional communication and relationship-building skills
  • Proven track record of achieving and exceeding targets and expectations
  • Professional and flexible attitude, with a passion for mortgages and protection
  • Entrepreneurial approach to business
  • Experience of working in a target-driven, customer-focused environment
  • Expert knowledge of the mortgage and protection markets
  • Ability to build relationships with the estate agency team and other departments
  • Business development skills
  • Excellent interpersonal skills

What We Offer:

  • Opportunities for career growth and advancement within the company
  • Market-leading training and ongoing professional development
  • Supportive and collaborative team environment
  • Significant client referral opportunity through a nationwide estate agency branch network

Benefits:

  • Structured training and support
  • Excellent opportunities for career progression
  • Fabulous rewards and incentives for top achievers
  • Quarterly and yearly awards, including trips abroad
  • An excellent, uncapped commission structure with further bonuses
  • Generous holiday allowance, increasing by one day per year based on service
  • Excellent parental leave and company fertility policy
  • Access to an employee assistant programme, including a virtual GP and mental health first aiders
  • Retail discounts


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