Mortgage and Protection Advisor

contact us our people

An exciting opportunity has arisen to join a market leading estate agent as a Mortgage and Protection Advisor.

We require a motivated individual who will help drive sales in a rapidly growing market. Being part of a busy estate agency group there will be a constant flow of leads and the successful candidate will need to have a fast paced attitude to achieve success.

Your career is important to us; we are passionate about training and developing you to realise your full potential and achieve success.

The purpose and aim of this role is to achieve and exceed mortgage and protection sales targets. The role involves handling new enquiries, completing fact finds, providing advice and recommendation, and then securing the business. It is essential that you have an ability to work to targets and build excellent relations with the internal teams and your fellow Advisors.

Duties and responsibilities include:

  • Achievement of monthly key performance indicators.
  • Achieve and exceed quarterly and annual income targets
  • Support our sales and lettings teams facilitate efficient sales and acquisition for our clients.
  • Manage stable, ongoing enquiries maintaining relationships with clients in order to secure sales when clients are ready to proceed.
  • Complete Mortgage Fact Finds to identify client’s requirements and providing advice and recommendation in order to secure the business.
  • Liaising with other departments in the business to ensure a smooth application process for the client.
  • Continual development of sales skills and product knowledge
  • Continual Professional Development.
  • Ensure sales are conducted according to sales process and compliance requirements
  • Ability to complete paperwork/applications in a structured compliant manner

Person Specification:

  • CeMAP qualified
  • GCSE Maths and English or equivalent
  • Previous sales experience preferable, especially in Mortgages & Protection
  • Excellent communication skills are essential
  • Outstanding organizational skills, good time keeping and ability to control own diary
  • Comfortable with the pressures of a targeted environment and be determined and committed to go the extra mile to achieve and exceed targets and provide excellent customer service in a fast paced sales environment.
  • Ability to work in a regulated environment