Mortgage Advisor
A career as a mortgage advisor offers a unique blend of financial expertise and customer service skills. In this role, you will work with clients to understand their financial needs and provide personalized solutions for their home or investment loans.
The ideal candidate will have excellent communication skills, a strong understanding of the mortgage industry, and a passion for helping others achieve their financial goals.
We are seeking a highly motivated and driven individual to join our team as a mortgage advisor. As a key member of our sales team, you will be responsible for building relationships with clients, identifying their financial needs, and providing tailored solutions that meet their goals.
Key Responsibilities:
* Building relationships with clients and understanding their financial needs
* Providing personalized mortgage solutions for home or investment loans
* Working with clients to identify their financial goals and develop strategies to achieve them
* Maintaining accurate records of client interactions and loan applications
* Staying up-to-date on industry developments and regulatory changes
Requirements:
* Degree in finance, business, or related field
* Strong understanding of the mortgage industry and regulatory environment
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced sales environment
* Valid working rights in Australia
Benefits:
* Competitive salary and bonus structure
* Ongoing training and professional development opportunities
* Opportunities for career advancement and growth within the company
* Collaborative and dynamic work environment
What You Will Need to Do:
* Prospect for clients and close deals
* Cold and warm sales calls
* Work with various lenders to find the best deal for clients and provide best solutions that meet client's needs
* Collect personal and detailed information/data from the borrower
* Follow up actions throughout the loan application and approval processes
* Develop and maintain relationship with business referrals
* Build up connection network to develop your client source and database
What You Will Need to Offer:
* Diligence and dedication to mortgage industry
* Good personality with excellent communication and customer service skills
* Eager to create a lifetime and rewarding career
* Self-motivated, driven, hungry and commercially astute individual
* Demonstrated capacity to meet goals, targets and KPI's
* Valid working rights in Australia