Mortgage Direct is an online mortgage broker dedicated to securing the best mortgage deals for clients. We are expanding operations and looking for independent Mortgage Advisors with a robust financial background.
Job Responsibilities
- Assess clients' financial scenarios and identify suitable mortgage solutions.
- Cultivate relationships with banks to secure a wide range of mortgage options.
- Accompany clients throughout the mortgage application process, maximizing approval chances.
- Forge strategic partnerships with local real estate agencies focusing on non‑residents and local bank branches.
- Maintain updated reports on sales and performance metrics.
- Stay ahead of industry trends, products, and practices to offer the most relevant advice and solutions.
- Engage in professional development activities, such as attending industry exhibitions, training sessions, and obtaining relevant certifications, to enhance knowledge and skills.
Expectations
- Fluency in German language.
- Ability to work autonomously and maintain a results‑oriented approach.
- Capacity to establish and maintain relationships with diverse stakeholders.
- Commitment to staying updated on industry trends and developments.
- Unwavering commitment to customer service and understanding the unique financial needs of each client.
- Residency within the service area is preferable.
Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field. Advanced qualifications in financial management are highly valued.
- Experience in banking, wealth management, or family office roles.
- Proficiency in English; additional languages are beneficial.
- Outstanding negotiation skills.
- Proficiency in basic software applications, including Google Suite, and CRM applications such as Pipedrive and Salesforce.
Mortgage Direct offers a comprehensive mentorship program to help new advisors get up to speed and create their own path to success.
