Mortgage and Protection Advisor

Full Job Description

Mortgage and Protection Advisor
St Helens - Hybrid 2-3 days a week in office
 
What in it for you?
 
Self-employed
Estate agency lead source
Full admin support
Career progression
Employed option to start up.
 
 
Key responsibilities
 

• Consistently achieve monthly sales targets, demonstrating a results-driven approach to meet and exceed business goals.
• Strictly adhere to the established sales structure, ensuring the highest standards of advice quality and compliance guidance are maintained at all times.
• Provide comprehensive advice on general insurance, mortgage options, and personal protection, aligning solutions with customer needs.
• Initiate contact with customers to recover missed opportunities and explore potential avenues for business development.
• Convert booked appointments into tangible business opportunities, demonstrating a strong ability to close deals.
• Work seamlessly with the estate agency team to actively promote mortgage and financial services business.

 
 
Qualifications and Skills

• Proven experience in mortgage and financial services advisory roles.- 18 months +
• Strong interpersonal and communication skills.
• Results-oriented with a demonstrated ability to meet sales targets.
• In-depth knowledge of general insurance, mortgages, and personal protection products.
• Compliance-conscious, ensuring adherence to industry regulations and guidelines.

Attributes

• Proactive and self-motivated.
• Customer-centric mindset.
• Ability to work collaboratively in a team-oriented environment.
• Excellent organizational and time-management skills.

 
Contact Details: If you are interested in this role as an  Mortgage and Protection Advisor  please send your CV to (url removed) or call me on (phone number removed)  
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Please Note: Rayner Personnel – Property Recruitment  are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel  processing and storing your data for the purposes of your job search.   We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future.