Mortgage and Protection Advisor

Spicerhaart Group Ltd.; Birmingham; Remote; GBP 60,000 - 80,000; Full time

Job summary

A prominent real estate firm in Birmingham is seeking an experienced Mortgage and Protection Advisor. This self-employed role offers the flexibility of remote working and is perfect for candidates with a strong understanding of the mortgage market. Ideal applicants should hold relevant qualifications and demonstrate a track record of sales achievement while providing excellent customer service. Competitive commission structure with strong support provided.

Benefits

Generous commission splits

Full digital marketing suite

Mentoring and support from experienced advisors

Qualifications

• Experience within the mortgage brokerage market.
• Track record of achieving goals in current role.
• Confident in presenting to clients.

Responsibilities

• Follow up leads from potential customers.
• Source leads proactively from all available routes.
• Recommend suitable products to customers within regulations.

Skills

Strong communication skills

Proactive and self-motivated

Excellent understanding of mortgage market

Experience in Financial Services sales

Education

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

Job description

Overview

Self-Employed Mortgage & Protection Advisor

Location: Birmingham

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

Key Highlights:

• Self-employed, fully flexible, and remoteworking model
• Leads available
• Mentoring and support from a very experienced advisor
• 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 a Mortgage and Protection Adviser you 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:-

• Hold Certificate in Mortgage Advice and Practise (CeMAP) or Mortgage Advice Qualification (MAQ)
• Experience within the mortgage brokerage market
• Have a consistent track record of 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 fantastic customer 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]

Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

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