Mortgage & Protection Advisor (Essex Office)

Mortgage & Protection Advisor

Office Based (Essex, Basildon)

£30,000 – £40,000 (DOE) Realistic OTE of £75,000+

Do you have 12 months of Mortgage & Protection Advising Experience?

Are you looking to increase your business levels or lack the lead volumes?

Do you currently get personal support from a case manager?

Consegna is supporting a client who due to high demand is looking for an experienced Mortgage & Protection Advisor to join their team in the Basildon area.

Our client is a highly successful independent mortgage firm, with a trained support team, producing large volumes of high-quality mortgage & protection leads every month! The Mortgage Team now needs to grow further to cope with the demand and enable them to service Mortgage opportunities instantly. This is a fantastic opportunity to join a new team, in a superb office, shaping the way that they develop our processes lead quality.

This position has become available due to the growth in the mortgage market and increased levels of business.

Key responsibilities include, but will not be limited to:

• Telephone & Face-to-face advice servicing all of their in-house referrals effectively.
• Sourcing the right mortgages and protection products from a great whole of the market.
• Helping & guiding clients through the process
• Feeding back to & coaching referring colleagues, having input with the operations team to help them constantly improve their service and referral levels.
• Provide exceptional levels of customer service & maintain great client relationships.
• Achieving/Exceeding all agreed role targets & KPIs.

Role Requirements:

• CeMap 1,2 & 3 are essential.
• Experience in the whole of the market would be preferable.
• Proven track record working in a sales target environment or managing a busy workload with deadlines.
• Highly motivated individual with a proven track record of success.
• Excellent communication skills; written & verbal.

If you believe you’d be suitable for this role, apply now! or reach out to Jay Garratt at Consegna Talent