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Our client is a Directly Authorised firm that works out of a well established estate agency with a strong presence across multiple locations. They offer a high volume of business through their extensive branch network, along with access to a large existing client base, providing excellent opportunities for advisors to generate consistent income.
Job Responsibility:
Provide mortgage and protection advice to clients
Work with high-quality leads generated through estate agency branches
Maximise protection opportunities
Maintain high levels of compliance and submit fully compliant files
Build and manage relationships across a wide client base
Utilise existing back book to generate additional business
Requirements:
Fully qualified
Previous experience in mortgage and protection advising
Strong track record of achieving targets
Good understanding of compliance requirements
Ability to convert protection business effectively