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- Tasks: Provide independent advice on mortgages and insurance products while managing your own schedule.
- Company: Join Finance Advice Centre, a unique Mortgage, Loan & Insurance Company focused on adviser support.
- Benefits: Enjoy flexible hours, admin support, and industry-leading incentives with earnings potential of £35k to £100k+.
- Why this job: Make a real impact in finance while growing your client base in a supportive environment.
- Qualifications: Experience in financial services and relevant qualifications like CF1, CF6, or CeMAP required.
- Other info: Self-Employed vacancies available; leads provided through various channels.
The predicted salary is between 36000 - 60000 £ per year.
Are you a skilled Mortgage and Insurance Advisor looking to take your career to the next level? Are you ready to make a real impact in the vibrant world of finance and insurance? Look no further! We have an exciting opportunity for you to join our dynamic team in Derby!
As a Mortgage and Insurance advisor, you will be responsible for giving independent advice and making recommendations on mortgages and insurances products from the whole of the market. You will either be meeting clients, at one of the Company\’s offices, in the client\’s home, workplace or over the phone and you will have the flexibility to control your own diary. Admin support is provided so that once your file is completed the case is handed to the team who will then process it through to completion. This will free up your time to move onto the next case without worrying about time consuming chasing for updates from clients, lenders and insurance companies. Leads will be provided from our radio advertising, websites and from its professional Introducers. In addition to this, the successful applicant will ideally need to demonstrate a pro-active attitude to both networking and lead generating.
We have Self-Employed vacancies available. Hours are flexible and we offer industry leading incentives with OTE of 35k to £100k+ per annum.
Mortgage and Insurance Advisor Requirements:
- Experience and a proven record of accomplishment from within the financial services industry.
- You will need qualifications CF1 & CF6 or CeMAP 1, 2 & 3 to advise on mortgages and CF3, RO5, CeFA 3 or CeMAP 1 to advise on insurances.
- Good communication and people skills with an excellent phone manner.
- Good IT skills with a proficient typing speed and experience of working with Microsoft Word, Excel and Outlook.
Meet the Organisation: Who We Are and What We Do
Finance Advice Centre has been formed as a Mortgage, Loan & Insurance Company with a difference. We offer a better alternative for advisers who are looking for genuine help and support to grow their client bank in a compliant and professional manner.
If you\’re ready to supercharge your career as a Mortgage and Insurance Advisor, this opportunity is tailor-made for you! Don\’t let it slip away seize this thrilling chance and apply now!
Mortgage and Insurance Advisor in Derby employer: Talent.AI Limited
Contact Detail:
Talent.AI Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Insurance Advisor in Derby
✨Tip Number 1
Network actively within the local finance community in Derby. Attend industry events, join relevant groups on social media, and connect with other professionals to increase your visibility and gather insights about potential opportunities.
✨Tip Number 2
Familiarise yourself with the latest mortgage and insurance products available in the market. Being knowledgeable about current trends and offerings will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Prepare to discuss your previous successes in lead generation and client management. Highlight specific examples where you’ve successfully built relationships or closed deals, as this will demonstrate your proactive attitude and suitability for the role.
✨Tip Number 4
Showcase your communication skills by engaging with potential clients or colleagues in a professional manner. Whether it’s through social media or networking events, clear and effective communication can set you apart from other candidates.
We think you need these skills to ace Mortgage and Insurance Advisor in Derby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the financial services industry, particularly in mortgages and insurance. Include specific achievements and qualifications like CF1 & CF6 or CeMAP certifications to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your proactive attitude towards networking and lead generation, and how you can contribute to the team's success in Derby.
Highlight Communication Skills: Since good communication is key for this role, provide examples of how you've successfully interacted with clients in the past. This could include your phone manner and ability to build rapport quickly.
Showcase IT Proficiency: Mention your IT skills clearly, especially your proficiency with Microsoft Word, Excel, and Outlook. If you have experience with any specific software used in the financial sector, be sure to include that as well.
How to prepare for a job interview at Talent.AI Limited
✨Know Your Products Inside Out
As a Mortgage and Insurance Advisor, it's crucial to have a deep understanding of the products you'll be advising on. Brush up on the latest mortgage and insurance trends, and be prepared to discuss specific products and their benefits during the interview.
✨Demonstrate Your Communication Skills
Since this role involves meeting clients and providing advice, showcasing your communication skills is key. Practice articulating complex financial concepts in simple terms, and be ready to demonstrate your excellent phone manner during the interview.
✨Showcase Your Networking Abilities
The company values a proactive attitude towards networking and lead generation. Prepare examples of how you've successfully built relationships in the past, and be ready to discuss your strategies for generating leads in your previous roles.
✨Highlight Your IT Proficiency
Good IT skills are essential for this position. Be prepared to discuss your experience with Microsoft Word, Excel, and Outlook, and consider bringing examples of how you've used these tools to enhance your productivity in previous jobs.
