Book appointments for the financial advisers by contacting new and existing clients whilst providing a 5-star service. Grow knowledge and experience working alongside qualified Adviser and with the aim of providing mortgage & protection advice to clients once qualified.
Key responsibilities
Selling Mortgage and Life Products
- Follow up leads and book appointments for potential new clients
- Follow up mortgage reviews and generate appointments
- Sit in on client appointments and draft follow up communications
- Recommended the best deal for the client
- Printing illustrations and comparables
- Recommend Life cover, prepare life quotes and follow through to close
- Place Mortgage and life cases on the Smartr system
Systems and Processes
- Learn the Mortgage Brain System
- Key Agreements In Principle (AIP) prior to submission of full application
- Research quotes on Mortgage Brain
- Become fully conversant with the Smartr system
- Understand electronic identification process (EIDV)
Research and Market Knowledge
- Research mortgage products to identify the best deal for the client
- Recommend panel Solicitors
- Understand different types of surveys
- Ensure Sesame Learning Plans are dealt with as and when they fall due
- Read and understand Sesame compliance manual
Requirements
- Proven interest and skills in sales
- Thorough understanding of all applicable legislation (list key requirements)
- Committed to study for CEMAP 1, 2 and 3 examinations
- Ambition to succeed
- Familiarity working within the estate agency or mortgage environment would be preferred
Skills
- Organised
- Works well under pressure
- Motivational
- Attention to detail essential
- Excellent communicator
- Objection handling
