Job Description

This varied advisor role includes a wide range of duties, including:

  • Maintaining an up to date knowledge of the product and its construction, relevant local information, competitors, our unique selling points, the Consumer Protection from Unfair Trading Regulations and the Business Protection from Misleading Marketing Regulations , and use such knowledge in a professional and structured manner.
  • Initiating approaches to prospects, recording and following up all visitors, regularly updating and progressing all prospects via Weekly Visitors Analysis forms and CRM system.
  • Taking reservations and initiating all paperwork with speed and accuracy to support such sales, ensuring all purchasers understand the sales process, including financial and legal aspects.
  • Ensuring all timescales are adhered to by pro-active contract and completion progressing to meet or exceed set targets.
  • Building up good working relationships and having a continuous liaison wit...
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