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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 excel in a supportive environment while making a real impact.
- Qualifications: You need 18 months of experience in mortgage and financial services with strong communication skills.
- Other info: Contact 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 on 0/7/8/8/4 4/6/2/6/9/5 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.
Mortgage and Protection Advisor employer: Rayner Personnel
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 financial services industry. Attend local events or join online forums where you can connect with others in the field. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the mortgage market. Being knowledgeable about current products and compliance requirements will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 3
Prepare for interviews by practising common questions specific to mortgage and protection advisory roles. Focus on demonstrating your sales achievements and how you've successfully met targets in previous positions.
✨Tip Number 4
Showcase your interpersonal skills by engaging with potential employers on social media platforms like LinkedIn. Share relevant content, comment on industry news, and connect with hiring managers to make a lasting impression.
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 any delays in processing your application.
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. Being able to discuss these topics confidently will show that you are well-prepared and knowledgeable.
✨Demonstrate Interpersonal Skills
Since this role requires strong communication skills, practice how you can convey complex information clearly and effectively. Be ready to provide examples of how you've successfully built relationships with clients.
✨Prepare for Compliance Questions
Given the importance of compliance in this industry, be ready to discuss how you ensure adherence to regulations and guidelines in your previous roles. This will show your commitment to maintaining high standards.
