To provide clients with
professional mortgage associated life assurance
and general insurance protection advice ensuring
business targets are achieved.
Key Responsibilities
To provide clients with
a mortgage specific to their needs and select the
most appropriate assurance and insurance protection
available through Countrywide plc.
To ensure all advice is
given on the basis of a full and detailed factfind
which complies with the requirements of the Financial Services Authority.
To ensure that all advice
given is fully documented to Company Standards.
To meet all service standards
laid down by the company and Estate Agency Management.
To achieve sales targets
as agreed with the line manager.
To be familiar with and
make use of, all systems provided in the Estate
Agency office to assist in generating business,
using effective administration and follow up systems.
To take all necessary steps
to ensure a professional business relationship is
maintained with the Estate Agency staff. Taking
a positive lead to train Estate Agency Staff in
order to maximise Financial Services sales opportunities.
To project a professional
image to the public and work colleagues.
To actively seek referrals
from clients.
Maintain as individuals
the necessary knowledge and skills to fulfil both
the company requirements and those of the relevant
industry authorities.
Maintain competence in the
role through participation in all remedial, refresher
and development training. Maintain records of all
training and development activities to company standards.
