Mortgage and Insurance Advisor

talentATS.ai; Derby; On-site; GBP 35,000 - 100,000; Full time

Job summary

An exciting opportunity awaits for experienced Mortgage and Insurance Advisors to join a dynamic team in Derby. This role offers the chance to provide independent advice across the whole market while enjoying the flexibility to manage your own schedule. With both employed and self-employed options available, you can choose a path that suits your career aspirations. The company provides leads through various channels, ensuring you have the support needed to thrive. If you're ready to elevate your career in finance and insurance, don't miss this chance to join a forward-thinking organization that values your expertise and ambition.

Benefits

Flexible Hours

Admin Support

Industry Leading Incentives

OTE of £35k to £100k+

Qualifications

• Proven experience in financial services with relevant qualifications.
• Excellent communication and IT skills required.

Responsibilities

• Provide independent advice on mortgages and insurance products.
• Manage client meetings and maintain a flexible schedule.

Skills

Communication Skills

Networking

Lead Generation

IT Skills

Education

CF1 & CF6 or CeMAP 1, 2 & 3

CF3, RO5, CeFA 3 or CeMAP 1

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Are you an experienced Mortgage and Insurance Advisor seeking to elevate your career to new heights? Are you eager to make a substantial difference in the thriving realm of finance and insurance? Look no further! We have an exciting opportunity for you to join our dynamic team in Derby!

As a Mortgage and Insurance advisor, you will be responsible for giving independent advice and making recommendations on mortgages and insurances products from the whole of the market. You will either be meeting clients, at one of the Company's offices, in the client’s home, workplace or over the phone and you will have the flexibility to control your own diary. Admin support is provided so that once your file is completed the case is handed to the team who will then process it through to completion. This will free up your time to move onto the next case without worrying about time consuming chasing for updates from clients, lenders and insurance companies. Leads will be provided from radio and TV advertising, websites and from professional Introducers. In addition to this, the successful applicant will ideally need to demonstrate a proactive attitude to both networking and lead generating.

We have both Employed and Self-Employed vacancies available. Hours are flexible and we offer industry leading incentives with OTE of 35k to £100k+ per annum depending on whether you are looking for an Employed or Self-Employed role.

Mortgage and Insurance Advisor Requirements:

• Experience and a proven record of accomplishment from within the financial services industry.
• You will need qualifications CF1 & CF6 or CeMAP 1, 2 & 3 to advise on mortgages and CF3, RO5, CeFA 3 or CeMAP 1 to advise on insurances.
• Good communication and people skills with an excellent phone manner.
• Good IT skills with a proficient typing speed and experience of working with Microsoft Word, Excel and Outlook.

Meet the Organisation: Who We Are and What We Do

Finance Advice Centre is a Mortgage, Loan & Insurance Company with a difference. We offer a better alternative for advisers who are looking for genuine help and support to grow their client bank in a compliant and professional manner.

If you're ready to supercharge your career as a Mortgage and Insurance Advisor, this opportunity is tailor-made for you! Don't let it slip away – seize this thrilling chance and apply now!