Job Description

• Conducting face-to-face / telephone appointments with clients
• Giving clients Advice & Recommendation
• Arranging mortgages and pure protection policies to achieve Key Performance Indicators (KPI’s)
• Responding quickly and effectively to all communication from clients

Competencies

• Full CeMap qualification or equivalent CF1 & CF6
• Minimum 12 months experience
• Planning and organising
• Customer Service
• Strong communication skills
• Driven to achieve results

Required Knowledge, Skills, and Abilities