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Trainee Mortgage Adviser
United Kingdom - West Yorkshire - Bradford -
2 years ago
Offered Salary
£ 45000 Per year
Industry
Trainee Accountant
Job Type
Permanent,Full-time
Job Description
Identify customers’ financial needs and advise them on the products that would best suit their requirements.
Ensure clients understand the products and services offered and the process.
Complete customer interviews by appointment and on demand and make sales that meet customers’ needs.
Look for opportunities to attract new customers and professionals.
Prepare for future appointments, gathering appropriate information from colleagues to generate referrals.
Deliver a professional and credible service and ensure your knowledge is up to date at all times.
Working towards sales targets and always knowing how you are performing against these.
Required Knowledge, Skills, and Abilities
CeMap or other industry recognised qualification is essential
Willingness to learn new skills
Excellent communication skills
Proven track record of working in a targeted sales environment (within Estate Agency, Accountancy, Banking or Financial Services)
Outstanding levels of customer service
Proven customer relationship management experience
Self-motivation to seek out new opportunities
Full driving licence
Reference no: 100838
Expired
14 Views
2 Applications
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