Mortgage Retail Sales Consultant soliciting residential mortgages from various sources for Wells Fargo. Building relationships and producing loans while ensuring compliance and excellent customer service.
HC
Hybrid New Business Client Executive – Corporate, Commercial
Posted 10 hours ago
About the role
- Client Executive managing new business opportunities for the insurance sector. Collaborating with clients and providing tailored insurance solutions while exceeding sales targets in a fast-paced environment.
Responsibilities
- Responsible for prospecting and securing new clients of all sizes (dependent on experience)
- Speaking with clients and providing solutions for Schools over the phone, by teams or video call and most importantly face to face
- Attending relevant key conferences to generate new opportunities
- Providing accurate sales forecasts to the Client Director using pipeline reporting and CRM systems
- Supporting the wider team with managing relationships with key partners
- Working with Service and Renewal teams to deliver an exceptional new business customer experience
- Provide insurance to clients and model effective protection through the provision of appropriate insurance products
Requirements
- Good understanding of general and legal principles of insurance
- A minimum of 2 years’ experience working in the insurance industry in an insurance broking or an insurance sales role
- Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment – desirable, but not essential.
- GCSE Maths and English (or equivalent) Cert CII (desirable)
Benefits
- A career that you define.
- Reasonable adjustments for your needs.
- Full financial support for the Chartered Insurance Institute exams.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Mortgage Retail Sales Consultant soliciting residential mortgages for Wells Fargo. Building relationships and maintaining visibility in the marketplace while ensuring excellent customer service.
Mortgage Retail Sales Consultant soliciting residential mortgages from various sources at Wells Fargo. Providing excellent customer service and building relationships with financial professionals and home buyers.
Mortgage Retail Sales Consultant soliciting residential mortgages for Wells Fargo. Building relationships and providing exceptional customer service while generating high - quality loans in the housing market.
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