Publicada el 16 junio
Misión del puesto
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.
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