Mortgage Consultant | Permanent | Remote / Dublin
Our client is a leading financial services company looking for a Mortgage Consultant with 3+ years’ experience in the Irish mortgage sales market. This role requires supporting our Tier 1 Corporate clients and their employees with weekly onsite mortgage clinics.
The individual needs to be well presented and able to handle discussions with senior corporate clients on their individual financial needs. This is a great stretch opportunity for a mortgage consultant to step up to handling sophisticated customers and in high volumes. Mortgage administrator support is provided throughout the journey.
Key Responsibilities:
1. Providing mortgage advice to customers across the full range of options in the market.
2. Explaining the full offering of Financial Wellbeanz across different verticals: Investment, Protection, Tax, Wellness, Insurance.
3. Identifying financial opportunities for customers and facilitating handover to appropriate colleagues.
4. Guiding mortgage administrators on customer cases.
5. Conducting onsite clinics at corporate client venues.
Requirements:
1. 3+ years previous experience in mortgage roles in Ireland with a minimum of 2 years in sales in a face-to-face customer environment.
2. QFA / APA qualification.
3. Well presented with excellent verbal and written communication skills.
4. Ability to handle large volumes of customers.
5. Good organisational skills and ability to work to tight deadlines.
6. Ability to work on your own initiative with good attention to detail.
7. High standards of compliance, integrity, and honesty.
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