Mortgage and Protection Insurance Advisor

Collins Property Recruitment is seeking a dedicated Mortgage and Protection Insurance Advisor to provide comprehensive, client-focused advisory services. The successful candidate will deliver personalised advice and recommendations, ensuring that clients are at the heart of our business.As this role operates within a Financial Conduct Authority (FCA)-regulated environment, the advisor will be responsible for the accuracy and suitability of their advice and product recommendations.Key Responsibilities of the Mortgage and Protection Insurance Advisor:

• Proactively reach out to potential clients referred by the mortgage team.
• Provide clients with all necessary documentation as outlined in the sales process.
• Gather and verify all required documents to support your advice and recommendations before submitting applications to providers.
• Ensure all clients are verified and certified before submitting their information to protection providers.
• Follow all protection policies and procedures from initial contact to policy placement.
• Meet and exceed the objectives and targets set in your annual business plan, as agreed with your line manager.
• Attend weekly sales meetings, as well as monthly and quarterly results meetings, to present your performance across all targeted areas.
• Support additional income streams and contribute to the overall growth of the business.
• Submit fully completed cases on the CRM system within three working days, including all supporting email correspondence, documents, and a consultant checklist.
• Ensure all client communication is documented in the CRM system to maintain a complete audit trail.
• Consistently hit monthly and annual revenue targets to contribute to the company's success.
• Embrace and effectively promote the company values and brand in all client interactions.

The Mortgage and Protection Insurance Advisor’s Package:

• Up to £36,000 basic salary, depending on experience.
• £70,000 OTE.
• A wide variety of company benefits.

This Mortgage and Protection Insurance Adviser role demands a commitment to delivering exceptional service while adhering to regulatory requirements. If you are passionate about client-centric financial advice and would like more information contact Edward Weisz at Collins Property Recruitment.Should this role not be for you, but you would like to refer a friend or colleague to us, we'll happily give you £300 worth of vouchers if we successfully place them!