Editor's note: This brief was summarised by The Property AI Newsroom from a report by Mortgage Solutions. Read the original article for full details.

Lisa Taylor Discusses Role as Gen H Telephone BDM for Midlands and East

Lisa Taylor is the telephone business development manager (BDM) at Gen H, responsible for the Midlands and East regions. In her role, she covers approximately 3,000 brokers across 1,100 firms.

Taylor describes her job as varied, noting that every client and broker firm is different, which brings new opportunities with each case. She highlights the importance of honesty, compassion, and a genuine desire to help both brokers and their customers, especially as buying or selling a home is a significant life event.

Taylor is currently focused on becoming an expert in Gen H’s processes, having recently passed her criteria exams. She identifies diary planning and booking appointments as the most challenging aspects of her job, but values the opportunity to build relationships with advisers to support their clients.

Taylor enjoys working with both her internal team and advisers, finding satisfaction in helping people into their homes or supporting them through challenges. She notes that her team at Gen H is supportive and collaborative.

Reflecting on her career, Taylor addresses the misconception that her role is repetitive, explaining that each case is unique. She values the opportunity to positively impact clients’ lives and has seen many advisers progress in their careers over her 30 years in the industry.

Taylor shares career advice she has received, including treating others as you would like to be treated, always smiling when answering the phone, and anticipating follow-up questions to better assist advisers. She emphasises the importance of honesty and authenticity in her work.