Mortgage & Protection Adviser
Job Profile:
Company overview
We are a small team of dedicated Mortgage advisors who thrive on giving our clients excellent service and expert advice.
The company is well respected locally and we benefit from many local business connections. We are the highest-ranking mortgage broker on Google in the local area with over 350 five star google reviews and we pride ourselves on our client experience.
If you are looking to start your Self-Employed journey, this would be the perfect next step. All systems and controls are in place ensuring a smooth client journey and you will be part of a small, supportive team.
Job Overview
The Mortgage company are looking for an exceptional Protection Adviser who loves selling insurance to clients and thrives on providing excellent advice to ensure clients are protected should the worst happen. The individual will be responsible for assessing clients' protection needs, recommending suitable insurance products, and guiding clients through the application and approval process.The role involves providing personalised protection advice and ensuring clients have the necessary cover to safeguard their homes and families. The Mortgage Company currently have an existing client bank that needs servicing but also have mortgage advisors who will be referring leads to you off the back of successful mortgage sign ups.
We anticipate all leads being supplied but we are also looking for someone who is self-motivated and prepared to generate their own leads/build their own relationships.
Requirements for the role- Extensive Knowledge of protection products
- Minimum of 3 years’ experience selling personal protection products with CAS status
- Competent adviser status required.
- Self-motivated and driven.
- Excellent time management skills
- Ability to work independently to achieve targets
- Strong communication and interpersonal skills
- Detail-oriented and ability to analyse financial information
- Ability to explain complex insurance concepts in a clear manner
- Previous experience in a similar role is required
Benefits
This is a commission only role with generous commissions splits for both leads provided and self-generated with realistic OTE of £70,000 + with no cap on earnings.
Location
The Mortgage company is based in Oxfordshire with an office space available if required. There is the option to work on a hybrid or remote basis is available.
This Vacancy is Managed by Jade Clayton on behalf of the recruitment team at the Primis Mortgage Network