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For Companies At a Glance
- Tasks: Help clients with mortgages and protection, achieving sales targets and providing top-notch advice.
- Company: Join a leading estate agency known for its dynamic team and market presence.
- Benefits: Enjoy a competitive salary, uncapped commission, career progression, and full admin support.
- Why this job: This role offers a chance to make a real impact while working in a supportive, results-driven environment.
- Qualifications: You need 18 months of experience in mortgage and financial services, plus strong communication skills.
- Other info: Reach out to Kev for a confidential chat about your future in this exciting role.
The predicted salary is between 30000 - 40000 £ per year.
Basic Salary - Up to £40k (DoE)
OTE - £60k+ in year 1
Uncapped commission - up to 20% splits
Are you an experienced Mortgage and Protection Advisor, looking to take the next step in your career? My client is seeking a dynamic and results-driven individual to join their esteemed team. This opportunity is to support a market leading Estate Agent. If you have a proven track record, along with exceptional interpersonal skills and a passion for helping clients – please get in touch.
What in it for you?
- Basic Salary between £25k and £40k
- OTE - £60k+ in year 1
- Car allowance
- Quarterly bonus structure
- Uncapped commission - up to 20% splits
- Estate agency lead source
- Full admin support
- Career progression
Key responsibilities
- Consistently achieve monthly sales targets, demonstrating a results-driven approach to meet and exceed business goals.
- Strictly adhere to the established sales structure, ensuring the highest standards of advice quality and compliance guidance are maintained at all times.
- Provide comprehensive advice on general insurance, mortgage options, and personal protection, aligning solutions with customer needs.
- Initiate contact with customers to recover missed opportunities and explore potential avenues for business development.
- Convert booked appointments into tangible business opportunities, demonstrating a strong ability to close deals.
- Work seamlessly with the estate agency team to actively promote mortgage and financial services business.
Qualifications and Skills
- Proven experience in mortgage and financial services advisory roles - 18 months +
- Strong interpersonal and communication skills.
- Results-oriented with a demonstrated ability to meet sales targets.
- In-depth knowledge of general insurance, mortgages, and personal protection products.
- Compliance-conscious, ensuring adherence to industry regulations and guidelines.
Attributes
- Proactive and self-motivated.
- Customer-centric mindset.
- Ability to work collaboratively in a team-oriented environment.
- Excellent organizational and time-management skills.
How to Apply:
Click APPLY NOW or feel free to call Kev for a confidential chat about this role and your career options.
Please Note: We receive a high volume of applications, and we are only able to respond to applicants that match the required experience and qualifications for the role.
Rayner Personnel, Financial Services Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search.
Contact Detail:
Rayner Personnel 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 sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities.
✨Tip Number 2
Brush up on your knowledge of current mortgage products and regulations. Being well-informed will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 3
Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle various client situations, as demonstrating your problem-solving skills can set you apart.
✨Tip Number 4
Showcase your results-driven mindset by gathering data on your past sales achievements. Be ready to discuss specific examples of how you've met or exceeded targets in previous roles.
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 your experience in mortgage and financial services advisory roles. Emphasise your proven track record, interpersonal skills, and any relevant qualifications that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients and your results-driven approach. Mention specific achievements in previous roles that demonstrate your ability to meet sales targets and provide excellent customer service.
Highlight Relevant Skills: In your application, clearly outline your knowledge of general insurance, mortgages, and personal protection products. Also, mention your compliance-conscious mindset and ability to work collaboratively within a team.
Follow Application Instructions: Ensure you follow the application instructions carefully. If the company requests specific documents or information, make sure to include everything they ask for to avoid your application being overlooked.
How to prepare for a job interview at Rayner Personnel
✨Showcase Your Experience
Be prepared to discuss your previous roles in mortgage and financial services. Highlight specific achievements, such as sales targets you've met or exceeded, to demonstrate your results-driven approach.
✨Understand the Products
Brush up on your knowledge of general insurance, mortgages, and personal protection products. Be ready to explain how these products align with customer needs, as this will show your expertise and customer-centric mindset.
✨Demonstrate Interpersonal Skills
Since strong communication is key in this role, practice articulating your thoughts clearly and confidently. Use examples from your past experiences to illustrate how you've successfully built relationships with clients.
✨Prepare for Compliance Questions
Given the importance of adhering to industry regulations, be ready to discuss how you ensure compliance in your advisory role. This could include processes you follow or challenges you've faced and overcome.
