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.
Generate and maintain client relationships to provide mortgage and protection advice within a new homes context. Collaborate with branch peers and developers to maximize referral opportunities and meet KPIs.
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 throughout the mortgage application process. You will also manage your own business activities, including marketing and lead generation.
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 Self-Employed Mortgage Advisor, you will provide tailored mortgage advice to clients and support them throughout the mortgage application process. You will also manage your own business activities, including marketing and lead generation.
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.
