At a Glance
- Tasks: Support clients with mortgage enquiries and coordinate appointments with advisers.
- Company: Join a proactive team in the financial services sector.
- Benefits: 30 days annual leave, company pension, and comprehensive training.
- Other info: Opportunity to grow in a dynamic environment with excellent support.
- Why this job: Be the first point of contact and make a real difference for clients.
- Qualifications: Strong communication skills and a customer-focused attitude.
The predicted salary is between 22050 - 26950 £ per year.
Overview
In this role you support the Financial Services Team in delivering mortgage and related financial services to clients.
You are the first point of contact, handling enquiries, booking appointments, and guiding clients through the financial services offering.
You work closely with mortgage advisers and cross‑department teams to maintain smooth processes and high service standards.
This position combines client engagement with data accuracy to drive financial services penetration and customer satisfaction.
You’ll join a proactive, growth‑minded team that values clear communication and reliable execution.
- Pay / Benefits
- 30 days annual leave including bank holidays
- Company pension
- Comprehensive training via Learning & Development Centre
- Fully paid hotel stay during training
- Employee Assistance Programme (24/7)
- Eye care contribution
Responsibilities
- Be the first point of contact for financial services enquiries via phone, email, and in person
- Book appointments with in-house mortgage advisers and coordinate diaries
- Explain benefits of financial services to clients in a clear, professional manner
- Manage and respond to leads from internal systems, portals, and referrals with urgency
- Prospect for financial services opportunities from ROSIE
- Engage with clients at various stages of the buying or selling journey to offer financial services support
- Follow up after appointments with advisers and maintain client records
- Use ROSIE and CRM tools to log interactions and ensure regulatory/commercial compliance
- Monitor appointment pipelines and support KPIs
- Collaborate with sales, lettings, and mortgage advisers and contribute to weekly meetings
- Key requirements
- Strong communication and organisational skills
- Friendly and confident telephone manner
- Excellent attention to detail and data accuracy
- Self-motivated and proactive task management
- Professional and customer-focused attitude
- Ability to prioritise workload and meet targets
- Desirable experience in financial services, estate agency, or appointment booking
- Familiarity with FCA guidelines and financial terminology
- Experience using CRM systems such as ROSIE
- communication
- organisation
- customer focus
- ROSIE CRM
- CRM data management
- appointment scheduling systems
Sales Adviser in Cheshire employer: SPICERHAART
At haart Estate Agents in Luton, we pride ourselves on being an excellent employer that fosters a supportive and high-performing work culture. With a strong focus on employee growth, we offer comprehensive training at our dedicated Learning & Development Centre, alongside competitive salaries, generous annual leave, and unique incentives like the CEO Exclusive Achievers Club. Join us to thrive in a dynamic environment where your passion for sales and customer service can truly make a difference in the local property market.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Adviser in Cheshire
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Sales Adviser at SPICERHAART, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including SPICERHAART. Tailor your message to explain why you’re drawn to them and how you can contribute as a Sales Adviser. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Sales Adviser in Cheshire
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for SPICERHAART:When writing your cover letter, make sure to tailor your message specifically for SPICERHAART. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at SPICERHAART
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show SPICERHAART that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show SPICERHAART that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with SPICERHAART’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
