Senior Mortgage and Life Advisor

Ref: 43068_1668776111
Jersey
Permanent, Full-time
Insurance

A premier financial services company in Guernsey is looking to onboard a Senior Mortgage & Life Advisor to their team.

In this sales-based role, you will evaluate and prepare mortgage and life insurance applications for approval, having advised clients of financial status and repayment methods.

You will also sell the company’s products and services, maintaining close relationships with new and existing clients.

Responsibilities will include:

  • Managing the mortgage and life insurance portfolio including updating daily activity records 
  • Encourage and provide opportunities for the Mortgage & Life Advisors to develop.
  • Work to sales and corporate governance targets for the Mortgage & Life Department
  • Ensuring clients best interested maintained in line with Policies and Procedures 

The ideal candidate will be professionally qualified, holding a Level 4 Diploma in Financial Advice, and/or a CeMap or Certificate in Mortgage Advice qualification or equivalent. 

You will demonstrate an ability to undertake managerial duties and have proficient ICT skills with proven knowledge of Microsoft Office and varying databases.

Relocation will be considered! Should this opportunity be of interest, submit your CV today or call Marcel on 7154 634 to learn more!

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