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