Broker Support Consultant

The Work Shop are pleased to be working with a leading packager of specialist financial products dealing with mortgage brokers, estate agents, IFA's and Solicitors to assist them with more complex mortgage products.  The company is regularly recognised in trade press and has won many awards in their sector.

They are looking to bring on board an enthusiastic, tenacious and motivated candidate to join the Broker Support team to make regular outbound calls to existing partners to offer advise about a full range of specialist products with the aim of setting an appointment for a regional account executive to meet with them.
 

Duties and Responsibilities:

• Ensure client data is captured accurately and recorded within company CRM  system, to adhere to the current regulatory GDPR policies
• Follow the company’s processes for advised and packaged cases.
• Attend internal and lender sales meetings to ensure accurate understanding of the market is obtained
• Obtain a good understanding of the company’s main competitors, ensuring that USPs are sold as part of their outbound calls.
• Maintain constant dialogue with the external Regional Account Managers to ensure that diaries are full.
• Maintain company standards for CPD through internal training programs, online courses and market research through trade press

Skills and Competencies:
•    Motivated and dynamic.
•    Excellent probing skills to create new opportunities for the company
•    Excellent computer skills
•    Proven experience of excellent verbal and written communication
•    Ability to work under pressure in a busy environment
•    Forward thinking individual with ability to think outside the box

Salary - Upto £24,000 DOE