Mortgage and Protection Adviser - Bishops Stortford

Our client is a growing impartial Mortgage & Insurance brokerage based in Suffolk and Essex, providing an exceptional service to clients in Suffolk, Essex, Hertfordshire and beyond. Due to their expanding business, they require an additional Mortgage and Protection Adviser to maintain their high levels of service to both clients and the professionals they work with.

They have an established and busy lead source based in Bishops Stortford; therefore, they need an adviser to look after this for them. As a Mortgage and Protection Adviser you will be required to work alongside all the remote property professionals who will be referring a lot of leads on a monthly basis.

Duties of a Mortgage and Protection Adviser (include but are not limited to):

  • Identify customer’s financial needs and advise them with the products that would best suit their requirements.
  • Ensure clients understand the products and services offered and the process.
  • Complete customer interviews by appointment and on demand and make sales that meet customer’s needs.
  • Look for opportunities to attract new customers and professionals.
  • Prepare for future appointments, gathering appropriate information from colleagues generating referrals.
  • Deliver a professional and credible service and ensure your knowledge is up to date at all times.
  • Working towards sales targets and always know how you are performing against these.

Person Specification of a Mortgage and Protection Adviser:

  • CeMap or other industry recognised qualification.
  • Willingness to learn new skills
  • Excellent communication skills
  • Ability to demonstrate excellence in your field
  • Proven track record of working in a targeted sales environment
  • Outstanding levels of customer service
  • Proven customer relationship management experience
  • Self-motivation to seek out new opportunities

Salary for this Mortgage and Protection Adviser role:

  • £20,000 - £30,000 basic
  • £60,000 – £85,000 OTE (1st & 2nd Year)
  • Guaranteed Bonus whilst building your pipeline
  • 15-30% commission on banked business

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.