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Salary (Per Annum)

Mortgage and Insurance Broker

Job Description

Our client seeking an experienced Mortgage and Insurance Advisor to join a growing Brokerage based in Sussex.


The established Brokerage, based on the south coast, is looking to expand its operations this year with the hiring of a Mortgage and Insurance Advisor. The Advisor will be expected to work from several different lead sources on a self-employed basis and this can be either from the office or home based.


The candidate will need to conduct the fact-finding process and complete a compliant sale as well as the follow up paperwork. Emphasis will be placed on a complete review of the client circumstances with a view to understanding their Mortgage/Life/Protection and General Insurance needs. Great opportunity to join a well-run Insurance Brokerage at the start of period of growth.


The successful candidate will have a proven track record of achieving targets within the industry and your own client database.


You will be required to maximise sales of mortgages and insurance leads, supervising all cases through to a smooth and successful completion whilst ensuring that all of the client’s key requirements are met.


Expected OTE £50,000 – Self-employed position.

We will try to respond to reply to all applications. If, however you have not heard from us within 7 days you have been unsuccessful with this particular role. You are very welcome to apply to future advertisements advertised by CDH Recruitment Limited


Main Duties

·                  Assess the viability of ‘leads’ that are generated and contact clients accordingly to establish their Mortgage/Insurance requirements primarily through telephone-based Mortgage, Life and General Insurance sales.

·                  Ensure that you ‘Know Your Customer’ and document their key requirements whilst preparing any potential deal – can we match the client’s expectations?

·                  Take clients through the fees that are connected to the application, confirming this information in writing via use of the Key Facts document.

·                  Prepare your client for the subsequent appointment, including the format and the documentation that is required.

·                  Ensure all documentation is posted or emailed to the client in line with the department SLAs.

·                  Review applications when they are received in the Office to ensure that the deal can proceed as planned.

·                  You will be involved in networking and you must have your own database of clients as well as working on sourced leads via the company

Qualifications, Skills and Knowledge

·                  FPC, CeMap or equivalent.

·                  PC Literate and working knowledge of Mortgage and Insurance sourcing systems.

·                  Maths and English GCSE essential.



·                  Excellent written and verbal communication.

·                  Determining needs by questioning and listening to requirements

·                  Understanding of Financial Services Industry and the Regulated environment. Determined, resilient, positive and easy to get on with. 

·                  Minimum of 2 years’ experience required


Working Hours