Trainee Mortgage & Protection Adviser
- Recruiter
- Capita
- Location
- Newcastle Upon Tyne
- Salary
- Competitive
- Posted
- 25 Jul 2017
- Closes
- 27 Jul 2017
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
Trainee Mortgage & Protection Adviser
We are recruiting 20 Mortgage & Protection Advisers
Ref - L&C0004
Location - Newcastle upon Tyne, North East
Closing date for applications - 27 July 2017
Salary - GBP20,000 basic with potential to increase. Plus bonus: on target earnings = GBP45,000+ (earnings are uncapped)
Benefits
Employee Pension Scheme, Permanent Health Insurance, Childcare Vouchers.
What you'll get from us
- Lots of quality enquiries
- Full training including industry exams
- An excellent level of sales and post-sales support
- Award-winning technology
- Unbeatable market knowledge and exclusive mortgage deals not available elsewhere
- Credibility of the most quoted mortgage broker in the national press
What we want from you
- Motivation and drive to succeed in a sales environment
- Desire to provide the highest standard of advice and service to your clients
- Eagerness to join and be a part of a dynamic, fast-growing company
- The academic ability to pass challenging industry exams
- Previous sales experience welcomed
Purpose of the Role
To generate consistently a high level of quality activity from L&C leads to achieve agreed performance targets and meet the mortgage, protection and investment needs of our clients.
Principle Accountabilities
- Generate a consistently high level of quality activity with sufficient clients to meet and/or exceed agreed activity targets.
- To gather all appropriate information so that the most suitable financial advice can be provided to the customer and evidenced in accordance with the company's sales Process.
- To exercise such customer care and consideration that ensures that business sold remains persistent in accordance with at least the company's agreed performance standards
- To fully and properly document the call(s) so as to achieve or exceed the company's performance standards for case acceptance rates.
- To provide the service and care to the company's customers such that builds relationships, trust and confidence and contains customer complaints.
- To follow up existing clients of the Company with a view to providing appropriate advice during the lifetime of the product(s) previously supplied to them and/or with a view to the provision of further products and/or services where appropriate.
- To complete all required administration in a timely and accurate manner and operate at all times in accordance with the company's T&C Scheme and all applicable rules issued in accordance with MCOB.
- To work towards Mortgage & Protection Adviser status by achieving required monitored calls (as stated in T&C scheme) and obtaining full CeMAP (CeMAP 1,2 & 3).
- To undertake any other task as required from time to time including administrative or sales related duties.