• Responsible for adhering to agreed mortgage and protection services sales processes with the aim of delivering an exceptional service experience • Conduct in-depth consultations to understand clients’ financial circumstances and property goals in order to provide expert advice on mortgage products and related insurance • Identify new client insurance needs
insurance risk
goals
current coverage
and financial situation so that suitable life insurance products are recommended • Educate clients on the features
benefits
and coverage options of different life insurance policies
ensuring they understand their policy terms and conditions • Oversee each application through to completion
ensuring that all compliance and regulatory requirements are met
in line with the rules set out by the company
regulator and network • Reporting and keeping in regular contact with clients by maintaining a robust follow-up of all financial sales opportunities • Being proactive in identifying and dealing with any issues raised by clients to ensure an exceptional service experience • Trained to an expert standard on sales database (CRM) and proactively using the database functionality by recording accurate and detailed customer information • Taking a proactive approach to continuous personal development
keeping up to date with changing legislation
actively seeking opportunities to develop skills and capabilities required for the role