Equity Release Team Manager

Recruiter
Age Partnership Ltd
Location
LS15
Salary
£35,000 circa + uncapped commission
Posted
20 Apr 2017
Closes
20 May 2017
Contract Type
Permanent
Hours
Full Time
An exciting opportunity has arisen for an experienced Sales Team Manager to join our highly successful and fast growing Equity Release Sales department. If you have experienced in running teams of Mortgage or Equity Release Advisors then please read on...

Location: Leeds LS15

Salary:£35,000 circa+ uncapped commission

The Role

To succeed in this role you must be have a demonstrable record of exceptional sales performance in a regulated environment and have the talent to motivate and drive a team of equity release sales advisors.

You must have the motivation and unstoppable drive to ensure all targets are exceeded. A solution orientated approach is essential to identify and improve systems and processes to increase efficiency while operating in a compliant manner.

As a strong sales performer yourself, you will be able to identify areas in your team that need to be coached and be able to provide development and guidance.

Alongside your excellent people skills, you will also have to be able to work under pressure, manage your time effectively and work on your own initiative, thinking creatively about how you can make your team and the company better for our clients, partners and staff.

The role

Overview

As Team manager your job is to lead, support and motivate a team of Equity Release Advisors with the goal of achieving and exceeding sales targets. Responsible for coaching team collectively and individually to ensure sales targets are met and T & C standards are adhered to.

Key outputs

- Leading and directing a team of Advisors to ensure high levels of sales performance
- Proactive management of inbound and outbound sale calls
- Motivating colleagues to promote and maintain a productive and harmonious team environment
- Monitor and allocate leads as appropriate to ensure timely delivery of the sales process and excellence in customer service
- Responsibility for day to day management of Advisor queries to ensure the smooth running of a productive team
- Planning of Rota and Working Patterns in conjunction with the Department Manager and other Team Managers to ensure optimum staffing levels at all times
- Driving of targets and performance through monthly 1-2-1 meetings and formal performance management counselling as necessary
- Supporting both Advisors and Administration in the daily management of application activity
- Ensuring a compliant approach to commercial activity in conjunction with the Compliance and Risk Team
- Ensuring feedback from monitoring is acted upon through coaching to improve compliance adherence and mitigate the risk of regulatory breaches
- Participating in the planning and implementation of team incentives to drive sales performance and maintain team morale
- Identification of individual and team training needs in conjunction with the Training Manager
- Implement appropriate training solutions and review as necessary to ensure training has been effective
- Act as Coach/Mentor for Advisors to improve performance of advisors of all levels of ability
- Work closely with the Human Resources Team to promote consistent business practices and procedures in line with current legislation and best practice
- Conducting formal Appraisal meetings to identify, support and implement individual development plans.
- Manage staff relationships, promptly respond to queries and manage expectations
- Ensure all HR matters are handled fairly and consistently in line with legal and company requirements to include disciplinary and grievance matters
- Support and develop recruitment campaigns, including leading interviews and selection campaigns
- Participating in the delivery of training courses as necessary
- Working with the Management team to identify and highlight areas for improvement in sales systems and processes, communicating and implementing change where appropriate
- Contribute to Marketing activity as necessary
- Other ad-hoc duties as and when required by the business

Skills & knowledge

Essential

- Experience of managing a sales team and driving team's performance
- An understanding of the balance between individual goals and those of a team and organisation
- Ability to analyse performance of a team or individual and implement appropriate changes to ensure improvement
- Team orientated
- First class communication skills
- Strong performance management skills

Desirable

- Experience of managing/ coaching people in a regulated environment
- Experience of telephone-based financial advising

Qualifications

Financial services qualifications

Mandatory

- Certificate in Financial planning/Certificate in Mortgage Advice (or equivalent)
- Certificate in Equity Release (CF7 & HR1)
- Or
- Certificate in Mortgage Advice and Practice (CeMAP)
- Certificate in Regulated Equity Release (CeRER)
- Certificate in Regulated Equity Release (CeRER) (Home Reversion top-up unit)
- CF1

Desired

- J07 Supervision in a regulated environment (or equivalent e.g. H15)

Or

- Certificate in Supervising in a Regulated Environment (CeSRE)