SonicJobs Logo
Left arrow iconBack to search

Mortgage Advisor / Internal BDM

D&R Recruitment Limited
Posted a day ago, valid for 16 days
Location

Watford, Hertfordshire WD24 4LH

Salary

£24,000 - £28,800 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The Mortgage Advisor / Internal BDM position is based in Watford and involves generating leads and qualifying potential clients for mortgage products.
  • Candidates should have previous sales experience, preferably in the mortgage or financial services industry, and strong communication skills.
  • The role requires proficiency in CRM systems and the Microsoft Office Suite, along with excellent organizational skills.
  • The successful applicant will be expected to maintain accurate client records and stay updated on industry trends and mortgage products.
  • The salary for this position is competitive, and candidates should have at least two years of relevant experience.

Mortgage Advisor / Internal BDM

Watford

Key Responsibilities:

- Proactively generate leads and identify potential clients through various channels

- Qualify leads by assessing their financial needs and eligibility for mortgage products

- Engage with prospects via phone calls, emails, and other communication methods to introduce our mortgage solutions

- Collaborate with the sales team to achieve monthly and quarterly targets

- Maintain accurate records of client interactions and update the CRM system accordingly

- Stay updated on industry trends and mortgage products to provide accurate information to clients

Requirements:

- Previous experience in sales, preferably in the mortgage or financial services industry

- Strong communication and interpersonal skills

- Ability to work well in a fast-paced environment and meet deadlines

- Excellent organizational skills and attention to detail

- Proficiency in CRM systems and Microsoft Office Suite

- Knowledge of mortgage products and regulations is a plus

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.