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 ABI and Mortgage
Code of Conduct and in the near future General Insurance
Standards Council.
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
Mortgage 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.
