Offer summary

Qualifications:

Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ) is required., Proven experience in advising customers on mortgage and protection products is essential., Strong communication and interpersonal skills are necessary for building relationships., A good understanding of the mortgage and protection markets is important..

Key responsabilities:

Conduct sales opportunity calls with customers to provide advice on regulated products.

Build relationships with estate agency partners to generate quality leads.

Manage the customer experience from application to completion with the help of an administrator.

Identify referral opportunities for specialist partners in various financial services.

Job description

Remote, home based role

Between £28-£30,000 (depending on experience)

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.

The Role

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.

About You

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.

Life at Scout

Dedicated training and development
Service discounts - for you your family and friends!
Sickness & mental health support - to provide you with peace of mind
Refer-a-friend bonus scheme - if you recommend us as a place to work
Hybrid working - to support flexibility
Wellbeing discounts - across food, retail and travel
Generous holiday allowance - to switch off and relax
Performance bonus' - to increase earning potential
Company socials - to get away from the everyday and celebrate our successes

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.

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