Source Job

UK

  • Follow up leads to convert into sales and source new leads proactively.
  • Recommend suitable mortgage and protection products to meet customer needs.
  • Achieve individual targets and maintain market knowledge for continuous improvement.

Sales Communication Self-Motivation

4 jobs similar to Mortgage and Protection Adviser

Jobs ranked by similarity.

England

  • Build long term relationships with local developers, site teams and customers.
  • Market-leading payaways on mortgages and protection.
  • Exclusive access to OneDome’s award-winning HomeBuyer Service (mortgage + conveyancing from £999).

OneDome Growth Partners provides a growth platform designed to help brokers earn more per case, scale efficiently, and stay in control of their business. They are not a traditional broker network.

US

  • Originates residential mortgage loans and manages a sales team.
  • Markets loan products to real estate agents and prospective homebuyers.
  • Maintains customer service and manages applicant expectations.

Capital Bank N.A. offers commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands. They have over $3 billion in assets and have been named one of the "Best Banks to Work For" in the U.S. by American Banker.

US Unlimited PTO 12w maternity 12w paternity

  • Act as a player-coach by maintaining personal sales production while managing a team of Home Advisors.
  • Coach and support Home Advisors through sales calls, borrower interactions, and mortgage scenarios.
  • Organize daily standup meetings, communicate sales strategy, and manage team performance to achieve KPIs and OKRs.

Own Up is a Boston-based fintech startup on a mission to ensure everyone gets a fair deal on their mortgage by providing customized data, personalized advice, and access to lenders. The company is privately held, well-funded, and dedicated to diversity, career development, and a supportive culture that values effort, learning, and bold experiments.

$48,000–$250,000/yr
US

  • Invest in helping you build your brand.
  • Strengthen referral relationships.
  • Create long-term success.

Partners Mortgage believes loan officers should be treated like true partners, not numbers. They are a modern mortgage bank built around community, relationships, and growth, giving originators the tools and support to grow their business.