Mortgage & Protection Specialists – Self Employed
Company Description
Local well established financial services firm with extensive professional connections in the local market, with other group businesses including Sales & Letting Agency and Business Solutions team.
As a business we provide extensive levels of support to our team alongside in-house supervision.
Role Description
This is a Mortgage & Protection Specialist position, based in Garforth The Mortgage & Protection Specialist will be responsible for generating and developing new business by identifying potential clients through referral, networking and marketing channels and conduct review events with existing clients.
The Mortgage & Protection Specialist should provide holistic advice and identify clients’ mortgage and protection shortfall needs fully and to present relevant solutions, whilst identifying other areas of need and referring to an appropriately licenced Adviser.
To take responsibility for the successful completion of mortgage, protection and general insurance arrangements through the highest level of service to our clients.
Qualifications
To discuss this opportunity further contact Craig Oman on 0113 205 9510 for a chat.
Or email your c.v. direct to Craig: craigoman@tudorfcltd.co.uk
Protection Specialist
Company Description
Local well established financial services firm with extensive professional connections in the local market.
Role Description
This is a Protection Specialist position, based in Garforth, and is an on-site role. The Protection Specialist will be responsible for assessing clients’ needs, educating clients about their insurance options, recommending appropriate insurance products and providing ongoing support.
The Protection Specialist should provide holistic Advice and identify other clients needs with an opportunity to refer to appropriately licenced Advisers within the practice.
Qualifications
Interested?
Contact Craig Oman on 0113 205 9510 for a chat.
Or email your c.v. direct to Craig: craigoman@tudorfcltd.co.uk