Mortgage & Protection Advisor - Chelmsford
Are you a Mortgage & Protection Advisor looking for a change and want to work for a company that offers regular, high quality/high converting leads with a Basic Salary plus a highly rewarding commission structure plus various other Bonuses on top?
If so, the chances are this is the opportunity for you.
Basic salary in the region of £25,000 (Depending on experience) with OTE of up to £60,000 - £70,000 in the first year (+ uncapped)
Plus …. A Monthly written business bonus of £1k per month if written an agreed amount of business
Plus an Annual Banking Bonus of up to £5k
No need to chase business as regular, quality leads will be provided daily
• Company events
• Company pension Schedule:
• Monday to Friday
• Working every other Saturday (With a day off in the week)
Our client is a highly successful Mortgage Brokerage and is currently looking for a Mortgage and Protection Advisor to join their expert and friendly team.
This position will be based within the company’s Chelmsford office.
Our client is a rapidly growing business and are looking for someone who is self-motivated, with a desire to work hard.
The Company work in partnership with an appointed representative network, using an online platform which supports with client document management.
They have a unique Lead source from a highly successful Estate Agency business offering regular and high converting leads.
This is a great opportunity for the right person.
Preferably you will have at least 18 months experience advising and be CeMAP qualified or hold a Cert II qualification or equivalent.
The role:
• Meet with clients to assess their mortgage needs and financial situations
• Provide guidance and advice on mortgage options, terms, and conditions
• Assist clients in completing loan applications and gathering necessary documentation
• Evaluate client creditworthiness and determine loan eligibility
• Collaborate with underwriters, processors, and other stakeholders to ensure smooth loan processing
• Stay up-to-date on industry regulations, trends, and best practices
• Build and maintain relationships with real estate agents, builders, and other referral sources
• Provide exceptional customer service throughout the loan process Skills
• Excellent communication and interpersonal skills
• Ability to analyse complex financial information and make sound recommendations
• Detail-oriented with strong organisational skills
• Proficient in using mortgage software systems
If you are a motivated individual with a passion for helping clients achieve their homeownership dreams, we would love to hear from you.
Apply today to join our team as a Mortgage and Protection Advisor