Location
St Helier Jersey

Type
Permanent vacancy
Reference
20169
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Trainee Mortgage & Life Insurance Advisor

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Our client is seeking a Trainee Mortgage Life Advisor. The successful candidate will review the mortgage lenders and Life Assurance products available, in order to determine which will offer the most attractive options suited to the particular requirements of the client. They will also assist in promoting and selling products and services to current and prospective customers.

Key Accountabilities

- Demonstrate good sales competency - Demonstrate a high level of file accuracy, (minimum of 95% accuracy rate) whilst complying with all legislation and internal policies. - Ensure 100% of all CDD is present and accurate - Ensure knowledge of the sales market is relevant and current - Effective management of proposed targets

Key Competencies

- Relevant Life Insurance qualification or willingness to undertake the relevant examinations - Relevant Mortgage qualification or willingness to undertake the relevant examinations - Ability to adhere to all underwriting guidelines, internal policies and external legislation - Willingness to continually develop the required skills to stay abreast of market demands - Maintain an up to date knowledge of all other products and services on the market - Ability to develop close working relationships with internal and external contacts - Have a confident and effective telephone manner - Attention to detail and an ability to accurately record information

For more information, please contact Ben on 707811 or jobs@excel-recruitment.com





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