Job Decription:
Our client is one of the UK’s leading names within the Equity Release market and is currently recruiting a home based Equity Release Adviser for Epsom, Surrey
The role
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
The Person
Professional background accustomed to high standards of personal discipline and behavior
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
Direct sales experience as 100% of your leads will be generated, but requiring high quality “closing” skills
Background and training in a sales environment based on integrity and customer services
Qualified to FPC3 or CeFA 3 level, and CEMAP or MAQ and ideally CeRER
.