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Role Profile - Mortgage and protection adviser
Reports to - Regional Manager
Role Purpose
As a mortgage and protection adviser, you'll use your in-depth knowledge of the market to find your clients products suitable for their needs
Identify and source potential new clients and convert leads into ongoing clients through the provision of professional advice.
Provide technically competent advice to agreed key client segments
The twin focus of the role is to generate and develop new business by identifying potential clients through referral, networking and marketing channels and conduct servicing and review events with existing clients
Key Accountabilities and Responsibilities
Lead Generation
- Generate new business in agreed target markets through various networking activities
- Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity
- Proactively work existing client bank to review mortgage and protection needs
- Liaise with other professionals, such as estate agents, solicitors and valuers
- Market services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars
- Contact clients and setting up meetings, either within an office environment or in clients' homes or business premises
Provide High Quality Advice
- Conduct in-depth reviews with clients
- Analyse information and make recommendations best suited to individual clients' requirements
Client Relationships
- Build lasting and meaningful client relationships
- Review and respond to clients changing needs and financial circumstances
- Regular client contact.
Quality Assurance
- Maintain high compliance standards that satisfy legislative requirements
- Meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
- Consistently develop knowledge of mortgage and protection proposition as set out via Openworks sales process
Market Intelligence
- Research information from various sources, including providers of financial products
- Keep up to date with financial legislation
- Update job knowledge by participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organisations.
