Mortgage and Protection consultant – Bournemouth – Salary DOE

Salary:  £19,000 – £21,000 DOE

Location – Bournemouth


Have you worked in a mortgage and / protection environment for 12 months or more and are looking for a new opportunity to allow you to progress your career further?

We are currently looking for a Mortgage and Protection Consultant, to handle incoming calls, offer solutions to queries and cross sell where possible, to gain broker commitment and close sales accordingly.  The successful candidate will proactively call existing brokers to develop strong business relationships and increase business levels. In addition, you will be required to to respond to emails and queries and manage expectations accordingly.

Key Responsibilities:

  • Maintain an excellent understanding of the products and services offered
  • Build and develop strong relationships with our members
  • Work to increase business levels across all contacts via regular telephone contact
  • Liaise with field based sales teams to ensure details of opportunities are shared in a timely manner
  • Cross sell products and identify sales opportunities over the telephone
  • Provide weekly updates to your Line Manager on current sales opportunities being worked on and take on additional responsibilities and duties to continually develop your knowledge within your market space and in the team.

Client expectations:

  • Work effectively within a close-knit team to ensure that you are able to contribute effectively, towards team and group targets
  • Take a high volume of incoming calls and respond to queries in an efficient manner
  • Provide accurate solutions to the queries
  • Have a good knowledge and understanding of life protection and the intermediary mortgage/general insurance market
  • Be prepared to offer support to other areas of the business if required
  • Provide monthly reports to your Line Manager on all proactive calling carried out on protection, mortgage and general insurance.

For more information about this role, or to apply, please contact Joy Bruce (07469 706432 / or Helen Stacey (07974 429217 / at Aspire Jobs in Ringwood.

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