Sales Advisor

Full Time Permanent

South Wales Jobs

Sales Advisor

Up to £23k + Benefits

Location: Cardiff

D&R Partners are proud to be representing our client who are layered with experienced financial professionals. Our client offers specialist finance products that you may not want to offer and arrange yourselves. In short, out client is a specialist finance broker who only take introductions and operate a strict no cross selling code of conduct.

Our client can offer many financial products, such as 2nd charge mortgages, bridging and development finance, BTL finance, specialist mortgages and commercial finance.

Responsibilities for this Sales Advisor role:

* Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone.

* Build strong customer relationships and provide an excellent customer experience, whilst always adhering to procedures and the FCA's MCOB regulations and guidance.

* Projecting a professional image to your customers and colleagues.

* Proactively pre-empt issues with regards to customers and resolve problems arising

* Understand what Treating Customers Fairly (TCF) means regarding the company and embed this fully within your work

* Ensure that your knowledge and use of Target (CRM Database) provided by the company is accurate and appropriate; maintain and develop this knowledge

Qualities and Skills for this Sales Advisor role:

* Customer service and communication skills

* The ability to explain complex information clearly and simply

* The ability to respect confidential information

* A friendly, approachable attitude and an excellent judge of character

* A natural problem-solver with strong analytical skills, outgoing, good on the phone, proactive, hardworking, and not a clock watcher.

* High attention to detail

* CeMAP level 3 preferred but not essential.

Benefits included for this Sales Advisor role:

* Generous basic salary and uncapped earning potential based upon performance and lead generation


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