The adviser will follow up on leads to convert them into sales while recommending suitable mortgage and protection products based on customer needs. They are also responsible for assessing affordability, maintaining regulatory compliance, and managing a sales pipeline to meet individual targets.
You will be responsible for generating and maintaining client relationships while providing expert mortgage and protection advice. Additionally, you will maximize in-branch opportunities and proactively manage your own business pipeline to meet sales targets.
Responsible for the design, development, and delivery of training programmes to improve sales performance and customer experience. Ensures procedural compliance and legislative requirements are met through the maintenance of training manuals and documentation.
The role involves providing tailored mortgage advice based on client financial situations and accessing a wide range of mortgage products from various lenders. Responsibilities also include supporting clients through the entire application process and ensuring all documentation meets regulatory standards.
As a Self-Employed Mortgage Advisor, you will provide tailored mortgage advice and support clients through the mortgage application process. You will also manage your own business activities and maintain strong client relationships.
As a Mortgage and Protection Adviser, you will follow up on leads to convert them into sales and source leads proactively. You will recommend suitable products based on customer needs and assess affordability while achieving individual targets.
As a Mortgage and Protection Adviser, you will follow up on leads to convert them into sales and proactively source new leads. You will assess customer affordability and recommend suitable products while achieving individual targets.
As a Mortgage and Protection Adviser, you will follow up on leads and convert them into sales while proactively sourcing new leads. You will recommend suitable products based on customer needs and assess affordability in compliance with regulations.
