Mortgage and Protection Broker
- Location:
-
Trowbridge, Cardiff (CF3) jobs
- Salary:
- Realistic OTE of £25k in first year
- Company:
- Bold Moves
- Job type:
- Permanent jobs
- Date posted:
- 23/11/2009 12:03
- Job id:
- 45867987
- Contact:
- Christo Crafford
- Ref:
- Totaljobs/448
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.
Reports To - Superviser
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 companies 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).
Minimum Skills ListCommunication SkillsCommunicate clearly and concisely, orally and in writing with clients, colleagues, and business contacts
Technical Skills
Personal Responsibility and Drive
Working with Others
Developing Self and Others
