Equity Release specialist role - Clients and Introducers provided

Goldstone Laine
07 Mar 2019
09 Apr 2019
Contract Type
Full Time

This is an opportunity to join a national company and work home based as an Equity Release adviser, with clients provided in your area.

This is a self-employed role with high on target earnings. Leads provided by designated introducer's.

Equity Release qualification required, however experience is not.

Suitable for Mortgage Advisers looking to focus on this buoyant market.

Job Purpose

To achieve sales of Equity Release, including Wills and Power of Attorneys, by direct contact and best advice consultation with their over 55s client base

To achieve agreed business targets

To promote the company's image, as the company's primary contact with the public

To deliver a quality customer service within a defined territory to maximise sales

Principal Accountabilities

Provide quality equity release advice to clients in order to identify and agree their needs and identify appropriate products

Follow all appointments provided, meeting company sales standards and practice, and maximise opportunities to turn interested enquiries into sales

Maintain standards of business activity and issued business to meet agreed targets

Co-ordinate sales activity with company servicing staff, providing complete and accurate information, to ensure best customer service through effective and efficient processing of products sold

Adhere to the regulatory standards and maintain knowledge and practice to meet company T&C requirements and authorised sales status

Person Specification


Professional background accustomed to high standards of personal discipline and behaviour

Proven ability and experience in Financial Services having developed the breadth of relevant quality advice to meet a wide range of customer circumstances, ideally Equity Release products

Background and training in a sales environment based on integrity and customer services

Qualified to FPC3 or CeFA 3 level, and CEMAP, CF6 or MAQ and ideally CeRER/ER

Technical familiarity with computers

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