Mortgage and Protection Adviser

IDEX Consulting; Southwestern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading consulting firm in Ontario is seeking a Mortgage and Protection Advisor. You will be responsible for enhancing customer experience throughout the mortgage process, from attracting new customers to providing tailored advice. The ideal candidate should possess a Full CeMAP qualification and demonstrate excellent customer service skills. This role also offers competitive salary, uncapped commission, and a supportive working environment.

Benefits

Competitive Salary

Superb training and development programme

Uncapped commission

40% bonus

Transparent progression structure

Qualifications

• Experience in generating business in a target driven environment.
• Strong customer service experience is crucial.
• Ability to communicate effectively in verbal and written forms.

Responsibilities

• Attracting new customers and achieving professional goals.
• Walking customers through the mortgage service and providing advice.

Skills

Customer care experience

Communication skills

Business generation

Organizational skills

Education

Full CeMAP or industry equivalent qualification

Tools

MS Office

Job description

Job description

Idex Consulting are looking for a Mortgage and Protection Advisor to join them in Perth.

We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process.

You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment.

What can we offer you as our Mortgage and Protection Advisor

• Competitive Salary
• Superb training and development programme
• Uncapped commission
• Leads generated from our colleagues in wealth management
• 40% bonus
• Transparent and fair progression structure
• Highly skilled and experienced management team
• Central Admin Support and agile IT tools to help you succeed
• Supportive encouraging and rewarding environment

Main responsibilities

• Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment
• Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs

Skills and experience required

• Full CeMAP or industry equivalent qualification
• Able to generate new business in a target driven environment
• Outstanding customer care / customer service experience
• Resilient, positive, organised, numerate and detail oriented
• Excellent verbal and written communication skills
• IT literate (MS Office, internet, email systems)