Equity Release Advisor

Key Group ,
Preston, Lancashire
Job Type: Full-time
Salary: £30,000 per annum

Overview

Equity Release Advisors 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. Advisors will establish and maintain effective relationships with new and existing clients, whilst keeping focus on delivery of results. The Advisors will also maintain and seek ways to improve the quality of service provided by the company, in order to deliver the company's business plan, at the same time, the Advisors objective should be to increase business efficiency, maintain operational costs and enhance the company's reputation within the market place. 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. Key responsibilities: Required to provide quality telephone service to clients in order to identify and agree their needs and identify appropriate Equity Release and Financial Services Products. Expected to maximise all appointments provided, meeting company sales standards and practice, and maximise opportunities to turn interested inquiries into sales. Obliged to maintain standards of business activity and issue business to meet agreed targets. Required to 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. Expected to adhere to the regulatory standards and maintain sufficient knowledge and practical experience, to meet company T&C requirements and authorised sales status. Obliged to pursue all contacts with members of the public and promote Key in such a way as to project and sustain a favourable image of oneself, Key and its business and product proposition. Equity Release | Mortgage Advisor | CeMAP | CeRER | Telephone Sales | Communication | Sales | Mortgage | Insurance | Lending | Computer Literate | Analysis | Financial Services Additional Information Base salary of £30,000-35,000 with OTE of £52,000 Working hours, normally, but not limited to; 37.5 hours, between 9:00am & 7:30pm Monday to Friday with occasional half Saturday, bearing in mind our customer base requirements. This, along with occasional Saturday mornings. Essential Skills Highly driven and professional background and training in a sales environment based on integrity and customer services. Fully Ce-Map qualified & CeRER preferred. Proven experience gained in a similar role such as Mortgage, Insurance and/or Lending Advice, working to targets and deadlines. Actively enjoy talking to clients and have the skill & patience to explain sometimes complex concepts to clients via the telephone, with excellent communication skills, both written & oral. Have the drive and determination to meet targets and succeed in a competitive team environment. Have the ability to manage your own Diary effectively whilst juggle several tasks at once. Technical familiarity with computers, and programs such as word & excel. 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. About Company Our purpose is to help people finance a better retirement. Our mission is to be the UK's leading later life lending company. Our connected portfolio of brands comprises of Key, Key Partnerships, more2life, The Equity Release Experts and Air Group.