Equity Solutions Specialist

Posted 26 January by SF Group

If you are a proactive, driven individual, looking for a role with a foundation of sales; no cold calling and want to work within a successful organisation then look no further. Based in Leeds, our client is a market leader in their field and they are currently seeking driven and enthusiastic individuals to join their team, this is a busy role where you will be responsible for making outbound calls to potential customers who have enquired about equity release products. As a Customer Solutions Specialist we will offer you a development path to become an Equity Release/Mortgage Advisor or simply to develop to with the department itself.

Our client will reward your hard work with a great working environment, free parking, the potential to earn a good bonus and a clear path for career progression including supported study and basic salary rises. The successful candidate will have experience of working in customer service, sales or retention's environment within a regulated or financial services industry.

Duties will include:

  • Making outbound calls to customers who have enquired about equity release products
  • Discussing the products available to the customer
  • Arranging an appointment for an advisor to call the customer to discuss the product further
  • Working to targets

Applicants must have excellent communication skills along with the ability to build rapport quickly, you will enjoy working to targets and be looking to have a long term career in financial services.

Application questions

Are you CeMap qualified?
Do you have a financial background ?

Reference: 34333458

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