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For Companies At a Glance
- Tasks: Help clients find the best mortgage and protection products for their needs.
- Company: Join a leading brokerage in the Southeast with a strong reputation.
- Benefits: Enjoy a competitive salary, commission options, and flexible employment choices.
- Why this job: Be part of a growing team that values exceptional service and client relationships.
- Qualifications: CeMap qualification and experience as a Mortgage and Protection Adviser required.
- Other info: Self-employed options available for those seeking flexibility.
The predicted salary is between 25000 - 29000 £ per year.
Our client is a well-established Mortgage and Protection brokerage, providing exceptional service to clients across the Southeast. They are part of one of the UK’s biggest and most successful networks. Due to their expanding business and increased number of lead sources, they require an additional Mortgage and Protection Advisor in Dartford to maintain their high levels of service to both clients and the professionals they work with. My clients are open to both employed and self-employed advisers.
Salary/Package for this Mortgage and Protection Advisor:
- Basic £25,000 - £29,000
- OTE £65,000 - £80,000
- 15% - 30% Commission
- Self-employed option available
Duties included in the role of a Mortgage and Protection Advisor:
- Identify customers’ financial needs and advise them on the products that would best suit their requirements.
- Ensure clients understand the products and services offered and the process.
- Complete customer interviews by appointment and on-demand and make sales that meet customers’ needs.
- Look for opportunities to attract new customers and professionals.
- Prepare for future appointments, gathering appropriate information from colleagues to generate referrals.
- Deliver a professional and credible service and ensure your knowledge is up to date at all times.
- Work towards sales targets and always know how you are performing against these.
Requirements for the role of a Mortgage and Protection Advisor:
- CeMap or other industry-recognised qualification
- Experience as a Mortgage and Protection Adviser
- CAS
- Willingness to learn new skills.
- Excellent communication skills
- Ability to demonstrate excellence in your field.
- Outstanding levels of customer service
- Full driving licence
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Advisor
✨Tip Number 1
Network with professionals in the mortgage and protection industry. Attend local events or join online forums where you can connect with other advisors and potential clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Stay updated on the latest trends and regulations in the mortgage sector. This knowledge will not only enhance your credibility but also help you provide better advice to clients, making you a more attractive candidate for the role.
✨Tip Number 3
Prepare for interviews by practising common questions specific to mortgage and protection advising. Be ready to discuss your previous experiences and how they relate to the role, showcasing your ability to meet sales targets and deliver excellent customer service.
✨Tip Number 4
Consider obtaining additional certifications or training related to mortgage advising. This demonstrates your commitment to professional development and can set you apart from other candidates who may have similar qualifications.
We think you need these skills to ace Mortgage and Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Mortgage and Protection Advisor. Include specific achievements, such as sales targets met or customer satisfaction ratings, to demonstrate your capabilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the mortgage and protection industry. Mention your CeMap qualification and any relevant experience, and explain why you are passionate about providing exceptional service to clients.
Highlight Communication Skills: Since excellent communication is key for this role, provide examples in your application that demonstrate your ability to communicate effectively with clients and colleagues. This could include successful client interactions or teamwork experiences.
Show Willingness to Learn: Express your eagerness to learn new skills and stay updated on industry trends. Mention any recent training or courses you've undertaken that relate to the mortgage and protection sector.
How to prepare for a job interview at GCB Recruitment
✨Know Your Products Inside Out
As a Mortgage and Protection Advisor, it's crucial to have a deep understanding of the products you'll be discussing. Familiarise yourself with various mortgage types, protection plans, and current market trends. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Communication Skills
Excellent communication is key in this role. During the interview, practice articulating your thoughts clearly and concisely. Use examples from your past experiences to illustrate how you've effectively communicated complex information to clients, ensuring they understand their options.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past situations where you identified a client's needs and successfully matched them with the right products. Be ready to discuss your thought process and the outcomes of those situations.
✨Demonstrate Your Customer Service Excellence
Highlight your commitment to outstanding customer service. Share specific examples of how you've gone above and beyond for clients in previous roles. This will show your potential employer that you prioritise client satisfaction and are dedicated to maintaining high service levels.
