Mortgage and Protection Consultant

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TMP The Mortgage People

Site WebLinkedInTous les Emplois

11 - 50 employés

Fondée en 2005

💼 Conseil

🛡️ Assurance

💸 Finance

Consulting • Insurance • Finance

TMP The Mortgage People est un courtage en prêts hypothécaires et une société de conseil basée au Royaume-Uni qui aide les acheteurs de maisons et les propriétaires avec des conseils en matière de prêts hypothécaires, des évaluations de l'accessibilité financière, des achats en copropriété et des refinancements. Ils offrent des calculateurs en ligne de l'accessibilité financière, des évaluations téléphoniques et complètes, et collaborent avec des associations de logement et des prêteurs pour soutenir les transactions de logements abordables. TMP met l'accent sur un service humain axé sur le client, est réglementé par la FCA à travers des représentants nommés, et offre des produits de conseil et de protection tout en promouvant la durabilité et le travail de charité communautaire.

Description

• Developing our business growth strategy with the Sales Manager and Managing Director to increase business volume and provide clients and introducers with extraordinary service • Looking after service level agreements with introducers – these could relate to turnaround times for contacting clients or other specific requirements • Recording all activity on our CRM system, including client contact, sales made and actions taken • Managing all planned and actual client appointments via the Outlook diary/CRM system • Conducting client financial and affordability assessments on behalf of our Housing Association Introducers • Identifying customer needs and wants through a professional and supportive full fact find • Advising on and selling the mortgage products available, ensuring those suggested are the best for the client’s individual circumstances • Offering advice on available protection products to ensure clients are fully protected in the event of death, critical illness and sickness • Aiding business development efforts by using your initiative to find alternative ways to sell TMP’s services to those clients who already have an allegiance to competitors • Working with the Client Account Management team to oversee and follow up on post sign-up work • Producing a weekly activity and production report for the Sales Manager, measuring performance against business volume targets, completion ratios and key performance indicators • Representing TMP at site open days, roadshows and events (including weekend events) • Participating in a weekend rota in order to provide telephone and on-site cover for Introducers • Ensuring understanding of regulatory responsibilities (i.e. treating customers fairly) and encouraging others to act in the right way

🎯 Exigences

• 1-3 years of experience in a similar role • A full CeMAP qualification • Good numeracy and literacy skills. Accuracy is really important • Computer literacy – full training will be given on our specialist software • Great communication skills (both written and verbal) and the ability to speak confidently on the telephone • A self-starter who is well organised and able to prioritise their own workload • Someone who is ambitious, enthusiastic and loves to work as part of a team

🏖️ Avantages

• Company pension scheme available