Collins Property Recruitment is seeking a dedicated Mortgage and Protection Insurance Advisor to provide comprehensive, client-focused advisory services. The successful candidate will deliver personalised advice and recommendations, ensuring that clients are at the heart of our business.As this role operates within a Financial Conduct Authority (FCA)-regulated environment, the advisor will be responsible for the accuracy and suitability of their advice and product recommendations.Key Responsibilities of the Mortgage and Protection Insurance Advisor:
1. Proactively reach out to potential clients referred by the mortgage team.
2. Provide clients with all necessary documentation as outlined in the sales process.
3. Gather and verify all required documents to support your advice and recommendations before submitting applications to providers.
4. Ensure all clients are verified and certified before submitting their information to protection providers.
5. Follow all protection policies and procedures from initial contact to policy placement.
6. Meet and exceed the objectives and targets set in your annual business plan, as agreed with your line manager.
7. Attend weekly sales meetings, as well as monthly and quarterly results meetings, to present your performance across all targeted areas.
8. Support additional income streams and contribute to the overall growth of the business.
9. Submit fully completed cases on the CRM system ...