Move form a call centre to an office role

Sunday, December 23, 2018
Q. I am currently working in the insurance sales industry. I am currently in a call centre and I want to progress to a broker type office. I would ultimately like to be a mortgage advisor. Do you know how I should go about breaking into this industry? -Rachel

A. I specialise in helping people to work out what it is they want to do but it sounds like you have made up your mind that you would like to be a mortgage broker and that is good. I would start be looking up some information on the internet. Google the terms "Mortgage Broker" and select pages from Ireland.

An interesting website is www.mortgagebrokers.iewhich has a blog about the industry.

There are several professional bodies which deal with Professional Mortgage Brokers and they would be able to give you more information. Try contacting: Professional Insurance Brokers Association (PIBA), Irish Brokers Association (IBA) and Independent Mortgage Advisors Federation (IMAF).

One of the best things to do however is to speak to some mortgage brokers and ask them how did they get into that career.

Also, don't forget to ask them if they like the job - I am sure there are many mortgage brokers out there who would love to get out of it and it would be worthwhile talking to them as well.

Do you have a mortgage yourself, or does someone you know have one. Who arranged it? Was it a broker. Ask them can you meet them for lunch to pick their brain. It is likely that they will say yes and answer your questions.

Finally, when people tell me they have an idea to work in a career, I challenge them to tell me what they have done so far to imagine what it would be like to work in that field or job.

What is it that specifically appeals to you about the job of being a mortgage broker? Try to imagine yourself having that job for a week.

Imagine what it would be like for 5 days a week. If there are specific things about the job that appeal to you, can you be sure that you will be doing them straight away or will you be making the proverbial tea for the first year. Whatever you chose, good luck with your search.