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Mortgage & Protection Advisor - Chelmsford

  • Location

    Chelmsford, Essex

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Up to £55000 per annum

  • Contact:

    Oliver Cliffe

  • Email:

    olivercliffe@gcbrecruitment.co.uk

  • Job ref:

    GCBOC406_1600097754

  • Published:

    3 months ago

  • Expiry date:

    2020-10-14

  • Consultant:

    Oliver Cliffe

Our Client is an established independent estate agency based in Essex looking for an experienced Mortgage & Protection Adviser to join their busy team.

They provide an exceptional service to clients in across the East of England and due to current expansion require additional Mortgage & Protection Advisers to maintain their high levels of service to both clients and the professionals they work with.

Duties (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:

  • 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
  • Full driving licence

In return for this role my clients are looking at offering a basic salary of £30,000 - £35,000 Basic Salary (Depending on Experience) £55,000 OTE.


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.