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Equity Release Advisor

Premier Jobs UK Limited

Warrington

On-site

GBP 30,000 - 60,000

Full time

12 days ago

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Job summary

An established industry player is seeking an Equity Release Advisor to join their dynamic team in the vibrant regions of Liverpool, Manchester, or Preston. This role offers the chance to leverage high-quality leads generated through robust marketing efforts, ensuring you have the support needed to thrive. As an Equity Release Advisor, you'll provide expert advice, manage client relationships, and work closely with the marketing team to maximize lead conversion. If you're passionate about helping clients navigate their financial options and want to take the next step in your career, this opportunity is perfect for you.

Qualifications

  • Proven experience in financial advice or sales is essential.
  • Strong communication and interpersonal skills are crucial.

Responsibilities

  • Provide expert advice on equity release products.
  • Manage client relationships and ensure satisfaction.

Skills

Financial Advice
Sales Skills
Communication Skills
Interpersonal Skills

Education

Relevant Qualifications in Financial Services

Job description

This Equity Release Advisor job in Liverpool / Manchester / Preston provides opportunity to join a well established leader in the market who have good lead sources to support their current team.

As an Equity Release Advisor, you will receive leads generated from their various sources including high profile marketing efforts. All leads are pre-qualified by their in house team and booked into your diary.

Responsibilities:
  1. Provide expert advice on equity release products.
  2. Manage client relationships and ensure satisfaction.
  3. Work with the marketing team to maximize lead conversion.
  4. Maintain up-to-date knowledge of industry regulations.
Qualifications:
  1. Proven experience in financial advice or sales.
  2. Strong communication and interpersonal skills.
  3. Relevant qualifications in financial services.

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