DEAL DIRECT FINANCIAL SOLUTIONS

Earnings for position mortgage advisor

Responsibility

• effectively manage, motivate and inspire our sales advisor teams
• implement training and development in all areas, from call management to objection handling
• oversee sales processes through a Workflow System, from enquiry to conversion
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• manage business sales targets and set individual performance goals
• ensure sales advisors work within strict regulatory guidance at all times
• monthly reporting on sales results and personnel performance
• ensure working practices follow strict processes and guidelines
• communicate and implement updates on products and legislation
• resolve customer and 3rd party queries

Requirements

• minimum 2 years in a previous Sales Manager role

Responsibility

• create a structure for the delivery of first-class training for all areas of the business
• mentor individuals and teams to achieve both personal and business goals
• manage a new starter programme, from induction to completion of probation
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• ensure regulatory requirements are continually met
• provide monthly performance reviews • Create and maintain training programmes, including assets and tools

Requirements

• minimum 3 years in a previous training role

Responsibility

• effectively manage and maintain compliance records and standards
• support relevant training and development needs of sales personnel, covering all areas of compliance
• review efficacy of all forms of customer communications and procedures from enquiry to conversion
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• maintain documented processes and procedures on compliance for the business
• ensure sales advisors work within strict regulatory guidance at all times
• maintain call monitoring and reporting on customer sales calls
• communicate updates on legislation and how they affect products and processes
• ensure the company meets its obligations related to TCF
• identify, report and document errors and risks, ensuring the process for remedial actions is adhered to