Job Description

Role:

Ready to be the face of My Mortgage Finder? As a Trainee Mortgage Advisor at My Mortgage Finder, you'll be responsible for being the first point of contact when a customer comes into our business. You will be responsible for turning potential prospects into happy paying customers which is crucial for maintaining and growing the My Mortgage Finder brand.

At My Mortgage Finder, we hold ourselves to high standards of professionalism and pride ourselves on delivering an outstanding service. Our core values "Relentless commitment", "Exceed expectations" and "Always evolving" guide how we interact with clients and approach our work.

As a Trainee Mortgage Advisor, you'll embody these values by being an outstanding communicator and building genuine rapport, whilst ensuring every customer feels valued and understood.

During your training period of the first 12 to 18 months, you'll be in you given a high volume of daily warm prospects. You will then take ownership of these prospects and be responsible for qualifying them and turning them into high quality appointments for our senior mortgage advisors. This involves pre-qualifying potential mortgage customers and assessing their eligibility, the crucial first step of a mortgage advisors role.

After the initial training period has been completed you'll then move into a fully advised role. Your day to day will then consist of holding initial consultations with potential customers via zoom. Understanding their needs, and conducting market research. And presenting tailored solutions to meet their needs and goals.

For both phases of the roll you'll be expected to leverage your people skills, market knowledge and daily training to meet and exceed your monthly KPIs. If you're driven to excel and make a significant impact, we're eager to see what you can bring to our team.

What we offer you:

Daily sales training from the best in the business A strong starting salary of up to 30k Uncapped commission with top performers earning 80k plus Full Qualifications, and relevant courses paid for

Responsibilities:

Establish, develop, and maintain positive business and customer relationships Move all prospects to the proper stage of the pipeline via CRM throughout the day Maintain a clear, up to date and accurate pipeline in our CRM Follow up diligently and consistently with potential prospects Document all interactions with all prospects and clients in the "notes" section of CRM. Clearly explain the benefits of working with us and how the client journey works Successfully turn prospects into paying customers Allow the Sales Manager to shadow calls and give feedback Use both internal and external resources to maintain up-to-date knowledge of our products and industry Collaborate with the team to formulate ideas on how to best serve our clients Be mindful of any emerging patterns of negative feedback from clients and report to the Sales Manager Collaborate with the mortgage advice team to ensure smooth transitions from touch point to touch point

Results:

All prospects are properly moved in CRM and information is documented on client details, so the mortgage advice staff has proper understanding before their appointment Daily sales targets and KPIs are achieved All prospects are qualified properly and nurtured up until their appointment There is an effective line of communication between the appointment setting team and the mortgage advice team All internal communication cycles are properly followed A can do and positive attitude is displayed at all times

Requirements:

At least 2 years appointment setting or telesales experience Excellent communicator over the phone Open to learning new processes in sales Are routine driven Open to growing rapidly Self-sufficient and able to properly manage one's own time Well-organized and able to maintain a pipeline that can be observed and understood by the Sales Leader

Location:

Leeds, LS14 1AB

Compensation:

Guaranteed Base Salary up to 30k Un-capped commission OTEs 65k (year 2) Top performers earning 80k plus (year 2)

Benefits

Free-onsite parking Company pension Casual dress Vibrant office environment
Job Type: Full-time

Pay: 30,000.00-80,000.00 per year

Additional pay:

Commission pay Performance bonus
Benefits:

Casual dress Company events Company pension Free parking
Schedule:

8 hour shift
Ability to commute/relocate:

Leeds LS14 1AB: reliably commute or plan to relocate before starting work (required)
Application question(s):

Did you work for at least one of your last two employers for more than two years?
Experience:

appointment setting or telesales experience?: 1 year (required)
Work authorisation:

United Kingdom (required)
Work Location: In person

Application deadline: 14/07/2025
Expected start date: 14/07/2025