Equity Release Adviser (office based), Preston

Resource Matters Ltd
10 Jan 2018
09 Feb 2018
Contract Type
Full Time
If you are CeMap and/or CeRER qualified and excited by the growth of Equity Release business opportunities, then our client can offer just the career move you are seeking. They are well established and well respected in the financial services world and you could be part of their continued growth and success.

This is an office based role and, as an Equity ReleaseAdviser you will effectively promote and sell equity release, by telephone, to a private client base, aged 55 and over. You will be operating in a highly driven head office based sales environment. Advisers will establish and maintain effective relationships with new and existing clients, whilst keeping focus on delivery of results.

You will provide quality telephone service to clients in order to identify and agree their needs and identify appropriate Equity Release and Financial Services solutions, including Wills and Power of Attorneys. You will seek to maximise all appointments provided, meeting company sales standards and practice, and maximise opportunities to turn interested enquiries into sales.

In addition, and in order to ensure that all regulatory obligations are met, the advisers must adhere to any legislative changes and ensure that these are communicated to clients in a format which is understandable and readily implemented.

·Actively enjoy talking to clients and have the skill & patience to explain sometimes complex concepts to clients via the telephone

·Have the drive and determination to meet targets and succeed in a competitive team environment

·Have the ability to juggle several tasks at once

· Working hours, normally, but not limited to; 37.5 hours, between 8:00am & 8:00pm Monday to Friday bearing in mind our customer base requirements. This, along with occasional Saturday mornings.

·Technical familiarity with computers, and programs such as word & excel

·Excellent communication skills, both written & oral.

·Have the ability to self motivate to achieve targets. Additional skills will include the ability to assimilate and interpret information, quickly analyse client needs and deliver solutions intelligently and in a manner the client will understand.

Apply for an initial informal discussion of the opportunity.

This job was originally posted as www.totaljobs.com/job/79013106