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Position: Mortgage Advisor
Location:
Position Type: Permanent
Sectors/Categories: Financial Services,Mortgages and Loans
Salary: £15000 per Annum
Personal mortgage Advisor
Location: South West London
Salary Indicator: £19,000 - £25,000 basic, OTE £35,000
This is an excellent chance for a candidate with either CeMAP 1 or a proven history in a face to face sales environment to join a national institution and develop a career in Finance.
Duties and Responsibilities:
You'll achieve and exceed in individual sales performance and referrals targets through excellent customer service.
To generate profit by maximising Mortgage draw downs and related Mortgage product cross-sales across Retail, Affluent and Business channels.
Conduct structured Mortgage sales interviews, identifying customer needs and priorities so that they are always offered best advice and excellent service.
Provide Advised Mortgage Sales, acting as a key point of contact for this service within the Area / Region for referrals from colleagues.
Ensure leads are referred back to colleagues to ensure ongoing customer contact is maintained for their future financial needs and priorities.
Maintain competence in the role through continuing professional development to ensure excellent levels of product knowledge and evidence of all interviews conducted to appropriate regulatory standards.
Work with the Area / Regional team to ensure a targeted customer contact strategy is in place with a clear focus on retention and new business acquisition; specifically asking for referrals from existing satisfied customers.
Work in partnership with the Area teams to identify local training needs and potential solutions; taking and participating in weekly huddles and team meetings.
Manage own diary and pipeline of Mortgage applications to ensure referrals from colleagues where the customer requires full advice service are dealt with promptly and that applications progress to successful draw down.
Skills and Qualifications:
Ideally, you will be fully CeMAP qualified.
CeMAP1 will be required as a minimum before engaging in any unaccompanied contact with customers and qualification must be obtained within agreed specified time to be deemed fully competent.
Proven sales experience and professional sales interviewing skills.
Relevant product knowledge and general knowledge of mortgage process.
Basic knowledge of financial services and products.
Experience in dealing with a wide range of people in a customer service / retail environment.
Effective communication skills.
Strong planning and organising skills.
Ability to work both as part of a team and on your own, to adapt to new situations and use your initiative.
Ability to encourage and motivate yourself and others.
Basic PC skills.
Company Name: Heat Recruitment
Advertised On: Heat Recruitment
Date Posted: 26 May 2011
