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Mortgage & Protection Advisor

Role overview

Qualifications

  • Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ)
  • Previous experience in advising customers on mortgage and protection products
  • Strong communication skills, both written and verbal
  • Previous experience in a customer-facing role

Responsibilities

  • Conducting sales opportunity calls with customers and advising on regulated products
  • Building strong relationships with estate agency partners to generate leads
  • Managing the customer experience from application to completion
  • Looking for referral opportunities to specialist partners in various financial sectors

Key facts

Hard skills

Other skills

  • Customer Service
  • Sales Acumen
  • Communication
  • Social Skills

About the company

Yopa Property logo

Yopa Property

  • Real Estate
  • Scaleup
  • 51–200
Yopa is an award-winning estate agency that provides a full service for a fair fixed fee. We’re backed by some of the biggest names in the property industry, and since our establishment in 2015, we’ve become one of the largest estate agencies in the UK. Our customers get the same end-to-end service they would from a high street agency, with the added benefit of simple, useful technology that helps them see every step of their sale as it happens. Our service includes dedicated local estate agents, evening and weekend opening hours, help with everything from mortgages to conveyancing. Helping customers have a smooth move during a potentially stressful life event is at the centre of everything we do. That’s why we’re looking for passionate people, from estate agents to customer care specialists, programmers to property experts, to help us make the world of estate agency a better place. Working with Yopa Our estate agents have complete control over their own diaries, working when and how they want, making it easy to fit work around family life and other commitments. As an agent you’ll own your business and be in charge of your own postcodes, but you’ll never be alone thanks to support from the Yopa team and regular meetings with other agents in your region. There’s no earning cap either, so your potential for success is unlimited. Our non-agent/office-based roles offer the opportunity for growth and development at every level, whether you work in customer service, property advice, product development, marketing, or in another of our specialist departments. We’re passionate about helping you be the best in your role, from providing ongoing training to running a company-wide reward and recognition programme. We’ve been proud of our positive work culture from day one, and in 2017 Yopa was named one of LinkedIn’s top startup companies to work for. If you’re looking for your next opportunity with a young and ambitious company, we’d love to chat. Get in touch today!

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Job description

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.

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