Protection Specialist

Mortgage Advice BureauMidlothian, TX
$30,000 - $70,000Onsite

About The Position

Mortgage Advice Bureau (MAB) is the UK's leading mortgage broker, with its unique partnership model geared towards strategic growth and winning 250+ awards for the quality of its advice and service. As part of the team at Mortgage Advice Bureau Network Partner, you would be working with one of the largest mortgage broking businesses in Scotland, and with a 140% growth last year, one of the fastest growing financial services businesses in the UK.

Requirements

  • Experience in a protection advisory role (minimum 1 year preferred).
  • Excellent knowledge of protection products and the current market.
  • Strong ethical standards and a genuine desire to do the right thing for clients.
  • Great communication, listening, and relationship-building skills.

Nice To Haves

  • CeMAP or equivalent protection-related qualifications are desirable

Responsibilities

  • Processing of client Protection Only cases as per MAB operating procedures
  • Service client contact opportunities identified such as Out of Clawback, 35 Day Exception,Decline, Protection Only.
  • Provide regular updates on tasks completed, written business for the week & banked business
  • Report KPIs on a weekly basis to line manager
  • Maintain, collate, and produce MI to drive future direction of the role
  • Achieve and exceed set business targets
  • Prioritise workload and deliver on service level agreements
  • Deliver high level customer service experience whilst seeking referrals and reviews on social media channels including Google and Feefo
  • Uphold overall integrity of the brand

Benefits

  • Access to high-quality, warm leads from an established mortgage client base.
  • Supportive and dynamic working environment with ongoing training and development.
  • Opportunity to work under a nationally recognised brand with a proven track record.
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