Trainee Mortgage and Protection Advisor

Location
Newcastle upon Tyne, Tyne and Wear, England
Salary
£20000 - £45000 per annum + OTE (Uncapped Earnings)
Posted
04 Sep 2017
Closes
02 Oct 2017
Ref
NewcastleMA
Contact
Jonathan Ellis-Fleming
Contract Type
Permanent
Hours
Full Time

We are currentl looking for 20 Trainee Protection Advisors.

Salary is £20,000 basic with potential to increase. Plus bonus: on target earnings = £45,000+ (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.