Mortgage and Protection Advisor

Mortgage and Protection Advisor

Preston Full-Time 42000 - 84000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients secure mortgages and protection plans while building strong relationships.
  • Company: Join a dynamic estate agency in Preston with a supportive team culture.
  • Benefits: Enjoy uncapped commission, abundant leads, and comprehensive training.
  • Why this job: Achieve your professional goals in a rewarding, result-driven environment.
  • Qualifications: Must have 12 months advising experience; CeMap qualified or willing to train.
  • Other info: Realistic first-year earnings of £50k-£60k+ await you!

The predicted salary is between 42000 - 84000 £ per year.

Estate Agency looking for a Mortgage and Protection Advisor to join them in their Preston office. OTE £50k-£60k+

What’s in it for you?

  • Fantastic uncapped commission
  • Abundance of leads provided
  • Supportive and rewarding environment
  • Training and development fully provided
  • Competitive basic salary with a realistic year one OTE of £50-£60k+

Key responsibilities of a Mortgage Advisor:

  • Building relationships with the Estate Agency team through training and support
  • Take part in regular team meetings to discuss best practice and build relationships
  • Attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment

Skills and experience required to be a successful Mortgage Advisor:

  • Resilient, positive and friendly attitude
  • Strong track record in generating new sales and following through to completions
  • Motivated to be successful
  • Always doing the right thing by the customer
  • At least 12 months advising experience
  • CeMap qualified or Equivalent or willing to train towards holding the qualification
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Contact Detail:

The Recruitment Experts 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 estate agency and mortgage sectors. Attend local events or join online forums to connect with others who can provide insights or even refer you to opportunities.

✨Tip Number 2

Familiarise yourself with the latest trends in the mortgage market. Being knowledgeable about current rates, products, and regulations will help you stand out during interviews and discussions.

✨Tip Number 3

Prepare to demonstrate your sales success. Have specific examples ready that showcase your ability to generate leads and close deals, as this is crucial for a role focused on achieving results.

✨Tip Number 4

Showcase your customer service skills. Be ready to discuss how you've gone above and beyond for clients in the past, as this aligns with the company's focus on doing the right thing by the customer.

We think you need these skills to ace Mortgage and Protection Advisor

Customer Relationship Management
Sales Skills
Negotiation Skills
Financial Knowledge
Regulatory Compliance
Communication Skills
Problem-Solving Skills
Resilience
Team Collaboration
Time Management
Attention to Detail
Adaptability
CeMap Qualification or Equivalent
Motivation and Drive

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in mortgage advising and sales. Emphasise your CeMap qualification or willingness to train, as well as any previous roles where you built relationships and generated leads.

Craft a Compelling Cover Letter: Write a cover letter that showcases your positive attitude and resilience. Mention specific examples of how you've successfully attracted new customers and achieved sales targets in the past.

Highlight Team Collaboration: In your application, discuss your experience working in team environments. Mention any regular meetings or training sessions you've participated in that helped improve team performance and customer service.

Showcase Your Motivation: Clearly express your motivation to succeed in a results-driven environment. Share your professional goals and how they align with the company's objectives, demonstrating your commitment to doing the right thing for customers.

How to prepare for a job interview at The Recruitment Experts

✨Showcase Your Sales Skills

As a Mortgage and Protection Advisor, your ability to generate new sales is crucial. Prepare specific examples of how you've successfully closed deals in the past, highlighting your strategies and the outcomes.

✨Demonstrate Your Customer Focus

This role requires a strong commitment to doing the right thing by the customer. Be ready to discuss how you've prioritised customer needs in previous roles and how you build lasting relationships.

✨Prepare for Team Dynamics

Since you'll be working closely with the Estate Agency team, think about how you can contribute to a supportive environment. Share experiences where you've collaborated effectively with colleagues to achieve common goals.

✨Highlight Your Resilience

The interviewers will be looking for a positive and resilient attitude. Prepare to discuss challenges you've faced in sales and how you've overcome them, showcasing your determination and problem-solving skills.

Mortgage and Protection Advisor
The Recruitment Experts
Location: Preston
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