Join to apply for the Mortgage & Protection Advisor role at Yopa Property
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Join to apply for the Mortgage & Protection Advisor role at Yopa Property
Remote, home based role
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.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
Referrals increase your chances of interviewing at Yopa Property by 2x
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