{"@context":"https:/schema.org/","@type":"JobPosting","title":"Mortgage & Protection Advisor

Tmp; Kettering; Remote; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services provider is looking for a customer service professional to work remotely in England. This role involves developing business strategies, managing client interactions, and providing tailored mortgage advice. Strong communication skills are required along with a CeMAP qualification. A fast broadband connection is necessary, and occasional travel to the Kettering office may be needed.

Qualifications

• Ambitious, enthusiastic team player.
• Excellent communication skills, both written and verbal.
• Computer literate with ability to learn new software.

Responsibilities

• Develop business growth strategy with management.
• Manage client appointments and service agreements.
• Conduct financial assessments for clients.

Skills

Customer service

Communication

Organizational skills

Numeracy

Teamwork

Education

CeMAP qualification

Job description

Overview

What you'll be doing and how you'll contribute to TMP's sales performance: providing extraordinary customer service, offering the best possible advice, and ensuring fair and transparent outcomes for clients. This is a remote working position.

Responsibilities

• Developing our business growth strategy with the Sales Manager and Managing Director to increase business volume and provide clients and introducers with extraordinary service
• Looking after service level agreements with introducers - related to turnaround times for contacting clients or other specific requirements
• Recording all activity on our CRM system, including client contact, sales made and actions taken
• Managing all planned and actual client appointments via the Outlook diary / CRM system
• Conducting client financial and affordability assessments on behalf of our Housing Association Introducers
• Identifying customer needs and wants through a professional and supportive full fact find
• Advising on and selling the mortgage products available, ensuring those suggested are the best for the client's individual circumstances
• Offering advice on available protection products to ensure clients are fully protected in the event of death, critical illness and sickness
• Aiding business development efforts by finding alternative ways to sell TMP's services to clients who already have allegiance to competitors
• Working with the Client Account Management team to oversee and follow up on post sign-up work
• Producing a weekly activity and production report for Sales Manager (measuring performance against targets, completion ratios and KPIs)
• Representing TMP at site open days, roadshows and events (including weekend events)
• Participating in a weekend rota to provide telephone and on-site cover for Introducers
• Ensuring understanding of regulatory responsibilities (e.g., treating customers fairly) and encouraging others to act accordingly

Qualifications

• Someone who is ambitious, enthusiastic and loves to work as part of a team
• Great communication skills (written and verbal) and the ability to speak confidently on the telephone
• Computer literacy - full training will be given on our specialist software
• A self-starter who is well organized and able to prioritise their own workload
• Good numeracy and literacy skills; accuracy is important
• Previous experience within a similar role
• A full CeMAP qualification
• Because you'll be working from home the majority of the time, you'll need a reliable, fast broadband connection. We may also ask that you travel to our Head Office in Kettering from time to time.