FULLY REMOTE EMPLOYED ROLE!

ROLE PROFILE: Mortgage Adviser for remote accounts, client servicing and web leads

Description:

Mortgage/Mortgage & Protection Adviser servicing introduced leads from a mixture of the following:

Web-generated leads – from their own website

Client servicing – from our existing back-book of introduced clients, that have transacted with them over the last 13 years, where the previous adviser has now left the business.

Remotely Accounts – from remotely serviced Estate Agent accounts

Accountabilities:

 Accountable for servicing leads from the above sources, in the timeframe set for each type, and to follow up until contact made at the specified intervals.

 Accountable for delivering the agreed minimum performance requirements and standards including overall written performance, conversion, protection penetration, average case size, peripheral sales.

Accountable for building strong and effective stakeholder relationships with the accounts designated to them.

Accountable for own adherence to processes, and for adhering to compliance guidelines.

General responsibilities

• Respond to leads swiftly and within the set timeframe for each lead type and follow up until contact has been made within set intervals.
• Work and communicate with other members of the team to ensure that the accounts are covered, especially around holidays/time off.
• Nurture clients and keep in regular contact until they are able to proceed.
• Add all leads to the Midas system, and ensure the lead tracker is regularly updated.
• Attend weekly team meetings for the accounts.
• Deliver against minimum business expectations across multiple KPI/metrics.
• Attend weekly team meetings with administrator and support them to get cases through to offer/exchange/completion.
• Adherence to processes.
• (Mortgage Only) Ensure that all clients are encouraged to have a protection review and adhere to the protection process.
• (Mortgage Only) Work together with Protection Adviser, including fortnightly meeting, to ensure all clients have adequate protection, or at least have been advised of their shortfalls