At a Glance
- Tasks: Guide clients through mortgage applications and provide expert product advice.
- Company: Join an award-winning mortgage and insurance brokerage in Brighton.
- Benefits: Earn between £30,000-£100,000+, with flexible part-time or full-time options.
- Other info: Enjoy a supportive team environment with marketing and training assistance.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: Must be CeMAP qualified with 24+ months experience as a mortgage broker.
The predicted salary is between 30000 - 100000 £ per year.
We are seeking a motivated and knowledgeable Mortgage & Insurance Broker to join our dynamic team. The ideal candidate will possess a strong understanding of financial services and demonstrate proficiency in basic maths.
As a Mortgage and Insurance Broker, you will be responsible for guiding clients through the mortgage application process, providing expert advice on suitable mortgage products, and ensuring that all necessary documentation is completed accurately and efficiently. Your Mortgage Room is an award-winning mortgage and insurance brokerage and has been taking on new clients since 2021.
We require an experienced CAS Status Mortgage & Protection Broker to support us with incoming leads. The right candidate will also need to be confident and proactive when it comes to generating your own business. We are looking for an adviser that is local to Sussex and who is able to work from our Brighton office on a hybrid basis. This position is available for a self-employed individual looking to take the next step in their career.
Lead generation is key and this business is supremely pro-active and fully embraces the financial services culture. High quality appointments are at the forefront of the business, with these being generated from our client bank, local introducers, and social media. You will be working in a small team that is fully established and geared up to support a quality adviser with full marketing, lead generation, and training support available.
You must be CeMAP qualified (or equivalent) with at least 24+ months recent experience as a mortgage broker and also be proficient in protection advice and recommendation. Administration, managerial and compliance support is provided.
Duties- Assess clients' financial situations to determine suitable mortgage options.
- Generating new leads into the business.
- Provide clear and comprehensive advice regarding various mortgage products available in the market.
- Assist clients in completing mortgage applications and ensure all required documentation is submitted.
- Liaise with lenders, solicitors, and other professionals to facilitate the mortgage process.
- Maintain up-to-date knowledge of the mortgage industry, including changes in regulations and market trends.
- Build and maintain strong relationships with clients to encourage repeat business and referrals.
- Conduct thorough research to find the best mortgage deals for clients based on their individual needs.
- Provide ongoing support to clients throughout the mortgage process, addressing any questions or concerns they may have.
- A robust follow up process for all clients must be adopted to ensure high conversion rate.
- Strong understanding of financial services, particularly in relation to mortgages.
- Proficiency in basic maths to accurately assess financial information and calculations.
- Excellent communication skills, both verbal and written, with the ability to explain complex information clearly.
- Strong organisational skills with a keen attention to detail.
- Ability to work independently as well as part of a team in a fast-paced environment.
- Problem-solving skills with a proactive approach to overcoming challenges.
- Customer-focused mindset with a commitment to providing exceptional service.
Hybrid Mortgage & Insurance Broker | Lead-Gen Focus (Sussex) in Brighton employer: City Girl Network Limited
Your Mortgage Room is an award-winning mortgage and insurance brokerage located in Brighton, offering a vibrant work culture that prioritises employee growth and development. With a strong focus on lead generation and client satisfaction, employees benefit from comprehensive training support, a collaborative team environment, and the flexibility of hybrid working arrangements. Join us to take your career to the next level while enjoying the dynamic atmosphere of Sussex's financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Mortgage & Insurance Broker | Lead-Gen Focus (Sussex) in Brighton
✨Tip Number 1
Network like a pro! Attend local events or join online groups related to mortgages and insurance. The more people you meet, the more leads you can generate, and who knows, you might just bump into your next client!
✨Tip Number 2
Show off your expertise! Create content on social media that showcases your knowledge in mortgages and insurance. This not only builds your personal brand but also attracts potential clients who are looking for guidance.
✨Tip Number 3
Follow up like it’s your job! After meeting potential clients, make sure to check in with them. A simple message can keep you top of mind and increase your chances of converting those leads into clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the easiest way to get your foot in the door with us at Your Mortgage Room. Plus, we love seeing candidates who take the initiative to connect directly!
We think you need these skills to ace Hybrid Mortgage & Insurance Broker | Lead-Gen Focus (Sussex) in Brighton
Some tips for your application 🫡
Show Off Your Skills:Make sure to highlight your experience in financial services and any relevant qualifications like CeMAP. We want to see how your skills align with the role, so don’t hold back!
Tailor Your Application:Take a moment to customise your application for this specific role. Mention your understanding of mortgages and insurance, and how you can contribute to our lead generation efforts. It’ll make you stand out!
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language to explain your experience and how you can help clients navigate the mortgage process. We appreciate a well-structured application!
Apply Through Our Website:Don’t forget to apply via the link at the top of the job listing! It’s the best way for us to receive your application and get you into our system quickly.
How to prepare for a job interview at City Girl Network Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage products and the latest industry trends. Being able to discuss specific products and how they fit different client needs will show that you're not just knowledgeable, but also passionate about what you do.
✨Show Off Your Lead-Gen Skills
Since lead generation is key for this role, come prepared with examples of how you've successfully generated leads in the past. Whether it's through social media, networking, or referrals, having concrete examples will demonstrate your proactive approach.
✨Practice Your Communication
As a broker, you'll need to explain complex information clearly. Practise articulating your thoughts on mortgage processes and products in simple terms. This will help you convey your expertise while ensuring clients feel comfortable and informed.
✨Be Client-Focused
Prepare to discuss how you build and maintain relationships with clients. Think of examples where you've gone above and beyond to provide exceptional service. This will highlight your customer-focused mindset, which is crucial for success in this role.
