£28K/yr to £35K/yr
Hinckley and Bosworth, England
Permanent, Variable

Mortgage & Protection Advisor

Posted by YOPA.

Remote, home based role

Between £26-£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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