Mortgage Sales (junior to senior level) Permanent NEW

Responsibilities:

• Assess risk on business decisions by driving compliance, safeguarding the company’s interest.
• Develop and implement sales plans to achieve all monthly and annual new asset referral targets
• Interact with managers and directors to ensure ongoing communication regarding existing and future client needs
• Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities
• Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
• Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles
• Resolve client complaints and issues promptly and efficiently

Qualifications:

• Bachelor’s degree/University degree or equivalent experience
• 1-10 years of relevant experience or good sales experience
• Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
• With sales experience preferred
• Extensive knowledge of financial and securities industry regulations
• Able to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Effective problem-solving and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication