Trainee Mortgage & Protection Advisor

Connells-Group-2; East Midlands; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

OTE £35,000

Uncapped commission

Industry training

CF1 & CF6 qualifications

Estate agency leads

Career progression

Modern technology

Group discounts

Rewards for top performers

Job summary

Connells Group in Derby seeks a Trainee Mortgage & Protection Advisor to join our Hall & Benson's Derby branch. This role provides a clear career pathway with industry-leading training to develop knowledge of mortgage and protection products.

No mortgage experience is required, but you should have a strong sales background and a passion for excellent customer service. We offer a competitive salary with OTE and uncapped commission, plus comprehensive development opportunities.

Qualifications

• Proven sales experience with a track record of meeting targets.
• Excellent communication and relationship-building skills.
• Self-motivated, career-focused and organised.
• Strong customer service orientation and professional approach.
• Ability to work in a fast-paced environment with good IT skills.
• Full UK driving licence and access to a vehicle.

Responsibilities

• Build strong relationships with customers and Estate Agency colleagues.
• Generate new business and maximise referral opportunities.
• Develop an understanding of mortgage and protection products through structured training.
• Support customers throughout their home-buying journey.
• Deliver excellent customer service while working towards performance targets.
• Progress towards becoming a fully qualified Mortgage & Protection Advisor.

Skills

Sales experience

Communication skills

Self-motivated

Customer service

Organised

IT skills

Driving licence

Education

CF1 & CF6 qualifications

Tools

CRM systems

Microsoft Office

Job description

Connells Group is looking for a Trainee Mortgage & Protection Advisor to join our successful team in our Hall & Benson's Derby branch.

This is an exciting opportunity for a driven sales professional looking to build a long-term career in financial services. No mortgage experience is required, but you must have a strong background in sales and a passion for delivering excellent customer service.

With industry-leading training, ongoing support and a clear career pathway, you'll develop the knowledge, skills and professional qualifications needed to become a successful Mortgage & Protection Advisor.

What we offer

• Competitive basic salary with OTE £35,000
• Uncapped commission
• Industry-leading training and development programme
• Full support to achieve your CF1 & CF6 qualifications
• Quality leads from our Estate Agency network
• Clear career progression opportunities
• Modern technology and tools to help you succeed
• Group discounts on property services
• Incentives and rewards for top performers

Key Responsibilities

• Build strong relationships with customers and Estate Agency colleagues.
• Generate new business and maximise referral opportunities.
• Develop an understanding of mortgage and protection products through structured training.
• Support customers throughout their home-buying journey.
• Deliver excellent customer service while working towards performance targets.
• Progress towards becoming a fully qualified Mortgage & Protection Advisor.

Skills & Experience

• Proven sales experience with a strong track record of achieving targets.
• Excellent communication and relationship-building skills.
• Self-motivated, ambitious and career-focused.
• Strong customer service skills and a professional approach.
• Organised, resilient and comfortable working in a fast-paced environment.
• Good IT skills, including Microsoft Office and CRM systems.
• Full UK driving licence and access to a vehicle.

Connells Group is an equal opportunities employer and welcomes applications from all suitably qualified candidates.