Active Mortgages are expanding our team and looking for an experienced Mortgage & Insurance Adviser who genuinely enjoys helping clients protect what matters most.
Employed & Self-Employed opportunitie.
If you thrive in a sales environment, love building relationships, and you’re confident discussing life insurance, critical illness, income protection and home insurance, you’ll fit in brilliantly here.
You’ll advise on mortgages too, but let’s be honest… we’re looking for someone who gets energised by the insurance conversation and sees the value in maximising client outcomes. If that sounds like your natural style, this is the role you’ve been waiting for.
What You’ll Be Doing
- Advising clients on mortgages and a full suite of insurance products
- Speaking confidently about life cover, CIC, income protection and home insurance
- Proactive follow-up and relationship building with our established client base
- Delivering exceptional service through phone, Zoom/Teams and email
- Playing a key role in maximising client value through ethical, needs-led advice
- Working from provided leads, including:
- New inbound enquiries
- Warm leads
- Existing clients needing a review
- Re-engagement campaigns
- Clients who enquired but didn’t take insurance
This is a sales role. Professional, compliant and advice-led… but very much sales.
What We’re Looking For
- Minimum 1 years mortgage advising experience
- CAS status achieved
- Confident at discussing and recommending insurance
- A natural relationship builder who doesn’t shy away from picking up the phone
- CeMAP (or equivalent) qualification
- Strong communication skills and a positive, proactive attitude
- Tech-comfortable and confident working digitally
- Someone who enjoys being in an ambitious team with high standards
Our Core Values
Everything we do is driven by four values. If these feel like you, you’ll thrive here:
- Proactive – You take initiative and keep things moving.
- Positive – You bring energy and solutions, not excuses.
- Professional – You hold yourself to a high standard.
- Personal – You care about clients and build genuine relationships.
These aren’t just words on a wall. This is how we work, behave, and deliver.
What You Get
- Commission structure across mortgage and insurance
- OTE beyond £50k for performers
- Employed & Self-Employed opportunities
- Quarterly team growth days
- Three in-person team events each year (including our Christmas event)
- A supportive, high-performance environment where you can genuinely earn well
Ready to Apply?
Active Mortgages is where skilled advisers come to level up, make a real impact, and build a role they genuinely enjoy.
Pay: Up to £75,000.00 per year
Benefits:
- Casual dress
- Company events
- Free parking
- Work from home
Experience:
- Mortgage Advising: 1 year (required)
Licence/Certification:
- CeMap or equivalent (required)
Work Location: Hybrid remote in Chelmsford CM2 6XW
