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- Tasks: Join us as a Sales Executive and develop into a Mortgage Broker while building client relationships.
- Company: We're a leading finance company dedicated to training and advancing your career in the mortgage sector.
- Benefits: Enjoy paid training for CeMAP qualifications and opportunities for career growth in a rewarding field.
- Why this job: This role offers hands-on experience, a supportive culture, and the chance to make a real impact.
- Qualifications: Sales experience and strong communication skills are essential; IT literacy is a plus.
- Other info: You'll receive ongoing training and support to help you thrive in your career.
The predicted salary is between 20000 - 30000 £ per year.
A leading and reputable finance company currently requires a Sales Executive / Trainee Mortgage Broker. It will train and develop you into a fully authorised Mortgage Broker, starting as an internal Business Development Sales Executive, and moving into the position of Mortgage Broker. It will pay for your CeMAP qualifications. A real career advancement opportunity into an exciting and rewarding sector.
Sales Executive / Mortgage Broker Overview:
The primary role of a Mortgage Broker is to market the company and actively establish a network of mortgage brokers and independent financial advisors, from which customer referrals are generated.
Main Duties:
- The development of new business, via methods such as canvassing, outbound, and inbound telemarketing.
- Build up a broker database and maintain good relationships accordingly.
- To maintain a competent level of understanding of mainstream lender’s underwriting policies and procedures.
- Sales processing and accurate data entry.
- Submission of timely and accurate application packs.
- Adherence to quality and compliance standards.
- To assist the Specialist Mortgage Advisor at the applicable stages of the sales process.
- To pay high regard to Financial Conduct Authority (FCA) regulations including Treating Customers Fairly Principles.
- Encourage and maintain a high level of customer service and excellence.
- To pay particular attention to ensuring the confidentiality of sensitive information.
- To always behave in a positive and professional manner when representing the company.
- General housekeeping duties, ensuring the office is kept tidy.
- To follow all company policies and procedures.
- Any other duties as requested by your Manager.
Personal Duties:
- To always display Company core values.
- To actively keep updated with the company’s services.
- To develop yourself by, where necessary, attending courses, meetings, training events, workshops, and seminars, to not only develop yourself but also the company.
- To demonstrate clear written and verbal communication skills.
- To be highly self-motivated and organised.
- To ensure effective customer care skills.
- To make informed decisions whilst being aware of the consequences.
- A recognition and regard for observing confidentiality.
- The capacity to work as part of a team.
- Ability to work on own initiative and meet set timescales.
Experience:
- Sales experience in a busy office environment.
- Outbound sales experience.
- Account management.
- IT literate, particularly with Microsoft Office and the Internet.
Key Skills:
- Ability to demonstrate clear written and verbal communication skills.
- Fast and accurate data entry.
- Effective Customer Care Skills.
- Excellent interpersonal skills.
- Impeccable telephone manner and tone.
- Effective organisational skills.
- The capacity to work as part of a team.
- An ability to work on own initiative and meet set timescales.
Sales Executive employer: D&R Recruitment Limited
Contact Detail:
D&R Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Executive
✨Tip Number 1
Network with professionals in the finance and mortgage industry. Attend local events or join online forums where you can connect with current Mortgage Brokers and Sales Executives. This will not only give you insights into the role but also help you build relationships that could lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the mortgage sector. Understanding the Financial Conduct Authority (FCA) regulations and how they impact customer service will show your commitment to the role and make you a more attractive candidate.
✨Tip Number 3
Practice your communication skills, both written and verbal. Since the role requires excellent interpersonal skills and an impeccable telephone manner, consider role-playing sales scenarios with friends or family to boost your confidence.
✨Tip Number 4
Demonstrate your self-motivation and organisational skills by setting personal goals related to sales or customer service. Share these goals during your interview to showcase your proactive approach and dedication to personal development.
We think you need these skills to ace Sales Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant sales experience and skills that align with the role of a Sales Executive. Emphasise your communication skills, customer care abilities, and any previous experience in a busy office environment.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the finance sector. Mention your willingness to learn and develop into a Mortgage Broker, and how your skills can contribute to the company's success.
Highlight Relevant Experience: In your application, focus on any outbound sales experience or account management roles you've held. Provide specific examples of how you successfully built relationships and generated leads in previous positions.
Showcase Your Organisational Skills: Demonstrate your ability to manage time effectively and meet deadlines. Mention any tools or methods you use to stay organised, as this is crucial for maintaining a competent level of understanding of lender’s policies and procedures.
How to prepare for a job interview at D&R Recruitment Limited
✨Research the Company
Before your interview, take some time to learn about the finance company and its services. Understanding their values, mission, and recent developments will help you tailor your responses and show genuine interest.
✨Prepare for Sales Scenarios
Since the role involves sales, be ready to discuss your previous sales experiences. Prepare examples of how you've successfully developed new business or maintained client relationships, as this will demonstrate your capability in a similar environment.
✨Showcase Communication Skills
Effective communication is key in this role. During the interview, focus on articulating your thoughts clearly and confidently. Practise common interview questions to ensure you can express your ideas succinctly.
✨Demonstrate Self-Motivation
The job requires a high level of self-motivation and organisation. Be prepared to discuss how you manage your time and stay motivated, especially when working independently. Highlight any relevant training or courses you've undertaken to develop your skills.
