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 fact find, which
complies with the requirements of the FSA.
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.
