Sales Executive

Full Time Permanent

South Wales Jobs

Up to £23,000 Base Salary + great commission and progression with CeMAP funded for anyone interested.

Our client is a Finance broker, based in Cardiff. They pride themselves on our commitment to customers, ability to help clients and our unprecedented level of industry knowledge.

CeMAP Qualified Advisors are not essential but preferrable. There is the opportunity for you to complete your CeMAP funded by the company. This opens the door to becoming a Mortgage Advisor / Mortgage Broker type opportunity.

Our client is pleased to be able to offer 1st Charge Mortgages, 2nd Charge Mortgages, Equity Release, Secured Loans, Commercial Loans and Bridging Finance for its introducers. We focus on our working relationship with lenders, and as a consequence we have the ability to place deals which sit outside many of their published terms.


* 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 adhering at all times 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 in regard to 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


* Outstanding 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.

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


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