Mortgage and Protection Advisor
Fully remote, home based role, nationwide
Year one OTE £50k
Year two OTE £75k
As a Mortgage and Protection Advisor at Scout Financial Services, you will be responsible for building great relationships with our customers whilst providing accurate and up-to-date advice on our range of regulated products and services.
Duties and Responsibilities
In this role you will be responsible for the following:
- Conducting sales opportunity calls with customers, building relationships and advising on our range of regulated products and services including Mortgages, Life Insurance, Critical Illness Cover and Income Protection.
- Building strong relationships within our estate agency partner Yopa to motivate them to refer their buyers and sellers to you and ensure your diary is always full of quality leads.
- Working with your administrator to proactively manage the customer experience from application to completion to ensure they receive exceptional service and come back for a re-mortgage and recommend us to their family and friends
- Looking for referral opportunities to be sent over to our specialist partners in conveyancing, buildings & contents, commercial finance, equity release, investment and pension advice.
Skills and Experience
The role requires you to have proven skills and experience in the following areas:
- Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ) and previous experience in advising customers on mortgage and protection products.
- You will be self-motivated and used to working in a home-based role and dealing with estate agents.
- You’ll have been a top performer in a leading mortgage brokerage.
- Previous experience in a customer-facing role, with excellent customer service skills and the ability to build strong relationships with customers, peers and more senior individuals.
- A good understanding of the mortgage and protection markets and to be able to demonstrate a passion for the sector.
- Strong communication skills, both written and verbal, and excellent interpersonal skills with the ability to overcome challenges.
This role is deemed as a Certified role under the UK PRA & Financial Conduct Authority - Individual Accountabilities Regulations and following training, will require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.