Mortgage and Protection Advisor - Newcastle

Accounts and Finance
Ref: 87 Date Posted: Thursday 13 Jun 2019
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Duties include

  • Meeting performance targets
  • Ability to prospect and organise meetings
  • Fact-find effectively to establish the client’s current finances and future aspirations.
  • Provide high quality professional independent mortgage advice and explain different types of mortgages available
  • Explain required insurance products so that clients can make informed choices.
  • Communicate with estate agents, mortgage lenders, solicitors and insurance providers.
  • Ensure all regulatory documentation completed within the required timescale
  • Attend monthly results meeting and present results in all targeted areas to your Sales Manager
  • Support additional income streams
  • Embrace company values and promote them effectively alongside the MAB brand.
  • Maintain Generic knowledge of the financial services industry and knowledge that is deemed necessary

Key skills:

  • Good communication and listening skills.
  • Organised and with great attention to detail
  • Willingness to learn new skills and Self-motivation to seek out new opportunities
  • The ability to explain complex information clearly and simply.
  • Excellent customer service skills.
  • Honest and trustworthy attitude.
  • Respect for confidential information.
  • Previously working in banking or sales environment is a great plus
  • A keen interest in the financial sector
  • Ambitious, driven, dedicated to career progression and willing to work both academically and practically
  • Excellent, empathetic communicator with a real flair for getting into the detail of things
  • Ability to demonstrate excellence in your field