Equity Release Advisor (Telephone Based)

Posted 11 October by Knight Temple Recruitment
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Our client is a highly successful and award-winning Equity Release Brokerage with field-based advisers throughout the UK.

To capitalise on the market for clients who prefer to be advised over the telephone they are seeking to appoint a home-based Equity Release adviser to work on a mix of qualified appointments and warm leads generated by the in-house telemarketing team.

Your role would be to undertake a comprehensive financial review of their needs and objectives. After which you will be looking to recommend the most appropriate products from the whole of the equity release market.

This is a self-employed with a high achievable OTE. The client realise that it can take a few months for the pipeline to really start flowing, which is why for the right candidate, initial financial assistance is available.

To be considered you must have extensive experience in advising clients over the telephone on a whole of market basis, hold the appropriate qualifications and be able to provide proof of your sales performance over the past 2 years. (The vast majority of which MUST be within a telephone-based whole of market advising role). CAS status is not essential, however the ability to work on your own with a proactive approach is essential.

Key Responsibilities include:

  • Ability to convert pre-qualified appointments into sales
  • Providing all round advice including protection and estate planning
  • Maximising warm leads in addition to the appointments provided
  • Self-generating business through referrals

If you meet our client’s criteria and can demonstrate a successful track record in providing whole of market Equity Release advice over the telephone, please forward an up-to-date CV to us in the strictest of confidence.

Please note.

It is Knight Temple Recruitment’s policy, that we to respond to all applications within three working days. If your application is not taken forward by us your details will not be retained unless you specifically request us to do so.

Knight Temple Recruitment is a Recruitment Agency and is advertising this vacancy on behalf of one of its clients.

Required skills

  • Equity Release
  • cerer
  • telephone based
  • later life

Reference: 44327817

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