Relationship Development/ Broker Desk Consultant

Location: Bournemouth Head Office/Hybrid

Salary: Competitive

Job Reference Number: MIH210722


Overall Responsibility:

To handle all incoming calls from Mortgage Intelligence Holdings members in a professional friendly manner, offer solutions to their queries, cross sell where possible, gain broker commitment and close sales accordingly.  Proactively call our members to develop strong business relationships and increase business levels. Respond as required to email queries. Be first contact point for protection and mortgage queries and assist with building broker knowledge in these areas to support high quality advice and positive customer outcomes. Identify early and potential leavers of the network and work to retain them within the business. As a personal point of contact for the adviser you will proactively address any issue that may present itself, take ownership and find a quick resolve.

Key Responsibilities to include:

  • Maintain an excellent understanding of the products and services offered by Mortgage Intelligence and our life protection providers/general insurance /panel lenders
  • Share your knowledge of life protection products to assist in the development of sales opportunities across the memberships
  • Be individual point of contact to facilitate appointed representatives to refer business to other brokerages across the network and maximise business opportunities and a positive consumer outcome
  • Build and develop strong relationships with our members assess sales opportunities and match our products to their needs
  • Work to increase business levels across all our memberships via regular telephone contact
  • Communicate with multiple departments and senior members of staff in a clear and accurate manner
  • Collate feedback and identify trends within the network and present these findings to further develop the services within the network
  • Liaise with field based BDM/NAM team to ensure details of sales opportunities are shared in a timely manner and support with appointment booking as required
  • Carry out tasks as may be delegated to you by your manager as required by the business
  • Ability to cross sell products and identify sales opportunities over the telephone
  • Provide weekly updates to your Line Manager on current sales opportunities being worked on

Performance Standards:

  • Achieve life panel recruitment/protection/mortgage/insurance target
  • Make proactive sales calls to all members
  • Be a strong team player
  • Take a high volume of incoming calls
  • Provide accurate solutions to the queries from our members
  • Have a good knowledge and understanding of life protection and the intermediary mortgage/general insurance market
  • Be prepared to offer support to other areas of the business if required
  • Provide monthly reports to your Line Manager on all proactive calling carried out on protection, mortgage and general insurance.

Treating Customers Fairly:

  • Ensure that all activities are conducted with consideration to ensure positive customer outcomes and prevent customer detriment.