Trainee Mortgage Advisor
- Location:
-
Dudley (DY1) jobs
- Salary:
- unspecified
- Company:
- Bold Moves
- Job type:
- Permanent jobs
- Date posted:
- 21/11/2009 18:04
- Job id:
- 45867806
- Contact:
- Adrian Geland
- Ref:
- Totaljobs
Purpose of the role
To generate consistently a high level of quality activity from my clients 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).
- To undertake any other task as required from time to time including administrative or sales related duties.
Minimum Skills ListCommunication Skills·Communicate clearly and concisely, orally and in writing with clients, colleagues, and business contacts
Technical Skills·Good working knowledge of IT systems relevant to job role
·Excellent product/industry knowledge
·Adheres to company standards and procedures at all times
Personal Responsibility and Drive
·Prioritises effectively
·Deadlines are met and work is regularly error free
·Make confident, effective decisions within scope of job role
Working with Others
·Actively participates and co-operates with others
·Builds effective relationships and contributes to team spirit
- Negotiates effectively with colleagues and outside agencies
Developing Self and Others
·Actively seeks opportunities for self development
- Provides some coaching/support to team members
- Have passed Stage 1 T&C training
