A grounded understanding of protection products to provide suitable protection advice. A natural ability to identify opportunities will be key to your success within this role, mainly identifying opportunities to promote protection products where appropriate. A meticulous approach to paperwork, with accuracy in data entry and electronic filing. A clear, concise, polite, and reassuring telephone manner. Providing protection reviews to all new mortgage enquiries. Conducting annual reviews with existing clients to ensure their existing protection package is appropriate to their needs and circumstances. Renewing policies or winning back lapsed customers. Benefits
A highly competitive salary with a realistic income of GBP 65,000+ Free parking Pension scheme Flexible hours Required Skills
Mortgage and finance skills. Sales background welcomed. Experience in mortgages and financial planning. Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Attention to detail and accuracy in financial analysis. Familiarity with mortgage regulations and compliance. Experience in sales, finance, economics, business, or a related field preferred. Schedule:
Monday to Friday Work Location:
Hamilton, South Lanarkshire Company Description
We are dedicated to helping individuals achieve their financial goals through straightforward and practical financial planning. Clients share their current situation and financial objectives, and we develop a tailored plan to help them reach those goals. We provide jargon-free advice and guidance to support clients in making informed decisions. PLEASE NOTE THIS IS AN OFFICE BASED ROLE MONDAY TO FRIDAY.
#J-18808-Ljbffr