Mortgage and Protection Adviser

Just Mortgages; England; Remote; GBP 60,000 - 80,000; Full time

Job summary

A growing mortgage and protection services firm is looking for a self-employed Mortgage and Protection Advisor. This remote role offers strong leads and flexible working conditions while requiring proactive engagement with customers. Ideal candidates should have relevant qualifications and a proven track record in the mortgage market. Equal opportunities are emphasized in the workplace.

Benefits

Generous commission splits

Social media support

In-house referral opportunities

Qualifications

• Demonstrated success in financial services sales.
• Confident with a good understanding of the mortgage market.
• Legally entitled to live and work in the UK.

Responsibilities

• Follow up leads from potential customers to convert into sales.
• Source leads proactively from all available routes.
• Achieve set individual targets and contribute to team performance.

Skills

Communication skills

Proactivity

Customer experience focus

Education

Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ)

Job description

Self-Employed Mortgage & Protection Advisor

Location:Remote (with occasional meetups in Worcester/Gloucester area)

An exciting new opportunity with one of our Principal firms, a dynamic and rapidly growing business based in Worcester, for an experiencedMortgage and Protection Advisor.

This firm has enjoyed a phenomenal start and continues to thrive, with a strong network of introducers providing a consistent flow of quality leads. This position is ideal for a self-employed advisor looking to supplement their existing client base with regular, qualified opportunities.

Key Highlights:

• Self-employed, fully flexible, andfully remoteworking model
• Strong lead flow from a wide network of introducers
• Ideal for an advisor looking to top up their pipeline and grow their business
• Occasional in-person support meetings – being commutable to Worcester/Gloucester is beneficial
• Social media support with full digital marketing suite
• Our full Just Mortgages support system
• Generous commission splits
• Additional income from in house referral opportunities

Expectations

As aMortgage and Protection Adviseryou can expect to:-

• Follow up leads from potential customers to convert into sales
• Source leads proactively from all available routes
• Recommend the most suitable product to suit the customer's needs, priorities and circumstances within a regulatory environment
• Assess customer affordability in order to lend responsibly and in line with regulations
• Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team
• Ensure market knowledge is continuously developed and maintained
• Build and forecast a pipeline with accuracy on completion
• Demonstrate continuous improvement in terms of conversions

Qualifying Criteria

To be a successful Mortgage and Protection Adviser you will need to:-

• HoldCertificate in Mortgage Advice and Practise (CeMAP) or Mortgage Advice Qualification (MAQ)
• Experience within the mortgage brokerage market
• Havea consistent track recordof achieving your goals within your current role
• Be proactive and self-motivated, with a proven track record of exceeding targets
• An excellent understanding of the mortgage market, products and services
• Confident in presenting
• Strong communication skills, both written and verbal, and excellent interpersonal skills and the ability to overcome challenges
• Experience of Financial Services sales and understanding of compliance regulations
• A passion for achieving a fantasticcustomer experience.
• You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006.(Please Note: you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment)

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Call 07738406752 or email [e-mail]

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