Skilled in cultivating positive relationships with clients and colleagues, particularly adept at communicating with strong conviction and recognised expertise.
Experience of leading the marketing and sales of Mortgage and Protection products in multiple estate agents, building on an exemplary record of achievement in the financial services industry.
Financial Assessment - Qualifying applicants to advise of their purchasing ability. Conducting detailed fact finds in order to establish budgets and affordability.
Sales and Advice - Advising on and selling regulated / unregulated mortgage and protection products. Selecting the most suitable product for clients' needs.
Sales Progression - Providing feedback to residential sales team in respect of progress to leads provided.
Results Focused and Highly Competitive -Ability to work to sales targets and KPIs.
Due Diligence - Numerate and detail conscious. Ensuring that a clients full financial history is accurately captured.
