To ultimately work as an individual to create your own success, but interact with a team of knowledgeable consultants within the company to enable you to have the support and advice available as and when needed with a support and administrative structure not usually available to self-employed persons.
Duties:
- Build up & service a reliable client database
- Collect data from your clients regarding mortgage/protection requirements
- Analyse client situations; source the best products to suit their needs
- Make recommendations/give advice on products that have been sourced
- Apply for these products & keep the client updated through to completion
- Keep in contact with clients on regular basis
- Seek referrals for extra business
Remuneration will be on a commission-only or reduced stabilised-income basis.
Requirements
Essential:
- Applicant must be experienced & have ‘sold’ in the last 2
years
- Applicant must be approachable & comfortable talking to
clients about sensitive financial details
- Full CeMAP qualification, or higher
- Have own car, mobile phone, PC, scanner, internet connection
- Dedicated, desire to succeed, motivated
Desirable:
- Good, legible handwriting for forms to be processed by admin
staff
- IT literate
- Be from a self-employed and/or 'Sales' background |
