Mortgage & Protection Advisor (Scout Financial Services) Sales Support · ·

YOPA Property Limited; Croydon; Remote; GBP 28,000 - 30,000; Full time

Job summary

An established industry player is seeking a motivated Mortgage and Protection Advisor to join their team in a remote capacity. This exciting role involves building strong relationships with customers while providing expert advice on a range of regulated products, including mortgages and life insurance. You will work closely with estate agency partners to ensure a steady flow of quality leads and manage the customer experience from application to completion. The company offers a supportive environment with dedicated training, performance bonuses, and a focus on well-being, making it a fantastic opportunity for those looking to thrive in the financial services sector.

Benefits

Dedicated training and development

Service discounts

Sickness & mental health support

Refer-a-friend bonus scheme

Hybrid working

Wellbeing discounts

Generous holiday allowance

Performance bonuses

Company socials

Qualifications

• Proven experience in mortgage and protection advice.
• Strong interpersonal skills and ability to build relationships.

Responsibilities

• Conduct sales calls and provide advice on mortgages and insurance.
• Manage customer experience from application to completion.
• Build relationships with estate agents for referrals.

Skills

Customer Service Skills

Relationship Building

Communication Skills

Self-motivation

Sales Skills

Education

Certificate in Mortgage Advice and Practice (CeMAP)

Mortgage Advice Qualification (MAQ)

Job description

Remote, home based role

Between £28-£30,000 (depending on experience)

Year one OTE £50k+

Year two OTE £75k+

As a Mortgage and Protection Advisor at Scout Financial Services, you will be responsible for building great relationships with our customers whilst providing accurate and up-to-date advice on our range of regulated products and services.

The Role

In this role you will be responsible for the following:

• Conducting sales opportunity calls with customers, building relationships and advising on our range of regulated products and services including Mortgages, Life Insurance, Critical Illness Cover and Income Protection.
• Building strong relationships within our estate agency partner Yopa to motivate them to refer their buyers and sellers to you and ensure your diary is always full of quality leads.
• Working with your administrator to proactively manage the customer experience from application to completion to ensure they receive exceptional service and come back for a re-mortgage and recommend us to their family and friends.
• Looking for referral opportunities to be sent over to our specialist partners in conveyancing, buildings & contents, commercial finance, equity release, investment and pension advice.

About You

The role requires you to have proven skills and experience in the following areas:

• Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ) and previous experience in advising customers on mortgage and protection products.
• You will be self-motivated and used to working in a home-based role and dealing with estate agents.
• You'll have been a top performer in a leading mortgage brokerage.
• Previous experience in a customer-facing role, with excellent customer service skills and the ability to build strong relationships with customers, peers and more senior individuals.
• A good understanding of the mortgage and protection markets and to be able to demonstrate a passion for the sector.
• Strong communication skills, both written and verbal, and excellent interpersonal skills with the ability to overcome challenges.

Life at Scout

• Dedicated training and development.
• Service discounts - for you, your family and friends!
• Sickness & mental health support - to provide you with peace of mind.
• Refer-a-friend bonus scheme - if you recommend us as a place to work.
• Hybrid working - to support flexibility.
• Wellbeing discounts - across food, retail and travel.
• Generous holiday allowance - to switch off and relax.
• Performance bonuses - to increase earning potential.
• Company socials - to get away from the everyday and celebrate our successes.

This role is deemed as a Certified role under the UK PRA & Financial Conduct Authority - Individual Accountabilities Regulations and following training, will require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.