Financieel Klantadviseur vacatures in Dordrecht
Word een expert in de financiële sector
Tempo-TeamRotterdam€2040 uurMBO14 dagen geledenHypotheekadviseur
De Hypothekers AssociatieRotterdam€3.728 - €4.68932 - 40 uurMBO20 dagen geleden
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Functieomschrijving
Mortgage advisor
Do you want to help customers make one of the biggest decisions of their lives? Do you get energy from personal contact, clear advice and customization? Then, as a mortgage advisor at , you feel completely at home. You guide customers in realizing their living dreams and stand by them throughout the mortgage process. With your knowledge, involvement and practical approach, you really make a difference. Are you looking for a varied position with responsibility, freedom and a pleasant team to work in? Then this is a great next step!
Your role as a mortgage advisor
As a mortgage advisor, you are the permanent point of contact for customers throughout the mortgage process. From the first interview to signing the deed: you guide, advise and ensure that everything is correct. You delve into the customer's personal situation and translate this into appropriate mortgage advice. No standard calculations, but customization. You think along creatively and look for opportunities that match the customer's needs and financial situation.
What are you going to do?
In this position, you will, among other things, be involved in:
• Identifying the wishes, goals and financial opportunities of customers;
• Advising on mortgages and associated insurances;
• Assisting customers throughout the mortgage process in the role of advisor;
• Switch with colleagues from the office to keep files running smoothly;
• Identifying commercial opportunities and expanding your customer base;
• Keeping track of your expertise and developments in the mortgage market;
• Carefully record and document advice and files.
You work independently, but you are never alone. You work with a permanent office colleague who works out your files administratively. Together, you form a duo that tries to do the best for the customer every day.
This is what we offer you
You will join a professional and involved organization, where there is room for development and job satisfaction. This is what you can expect from us.
Salary
The salary range for this position is between €4,000 and €5,500 (full-time), appropriate to your knowledge, experience and skills.
Working conditions
• A bonus of up to 7.5% of your annual salary when goals are achieved;
• 25 vacation days with a 40-hour week with the option to make additional purchases;
• Contract duration: depending on your experience, we offer a fixed-term or indefinite contract;
• A phone, laptop and mobility allowance. Do you prefer to travel by public transport? Then we will arrange appropriate compensation;
• An excellent pension plan, where we pay 70% of the contribution;
• Flexibility: you work at one of our offices in combination with the option to work partly from home;
• A vitality program.
Room to grow in your role
With us, you get the space to develop yourself. Think of guidance from a senior advisor, training courses through external parties or taking a course or course. We are happy to invest in your growth.
Conviviality!
We also like to see each other in the office. It's always fun to work with your team or kick off the weekend together on Friday. In addition, we regularly organize activities for the entire organization, such as an annual staff weekend, a Christmas party and other fun outings.
This is what you bring
You are customer-oriented, have strong communication skills and feel responsible for providing good advice. You switch easily between different customers and know how to build trust. When it comes to mortgage advice, you want the best for your network.
You also have:
• At least two years of experience as a mortgage advisor;
• WFT Basic, Mortgage Credit and Assets Diplomas;
• A commercial institution without losing sight of the customer's interests;
• An independent but collegial attitude.
This is how you react
Do you already see yourself as a mortgage advisor at , but want to know more first? Please contact André Meijvis at or mail to . Of course, you can also apply directly! Mail your resume (and a short motivation letter if you want) to . We look forward to your response.
Is this position not quite right for you, but do you know someone who fits this picture perfectly? Be sure to forward the vacancy.
We do not appreciate the acquisition in response to this vacancy.
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Vacaturekenmerken
- Plaats
- Dordrecht
- Werkgever
- Van Loon
- Gemeente
- DORDRECHT
- Functiegroep
- Overig
- Branche
- Verzekeringen / Assurantiën
- Provincie
- Zuid-Holland
- Uren
- Fulltime
- Dienstverband
- Vast
- Opleidingsniveau
- HBO
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