Equity Release Advisor

Equity Release Advisor

Sunderland Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients understand equity release options and guide them through the process.
  • Company: Join a leading firm in the equity release market with a strong reputation.
  • Benefits: Enjoy pre-qualified leads, flexible working hours, and competitive commission structures.
  • Why this job: Make a real difference in people's lives while working in a supportive team environment.
  • Qualifications: No prior experience needed; just a passion for helping others and a willingness to learn.
  • Other info: Based in Newcastle, this role offers great career progression opportunities.

The predicted salary is between 43200 - 72000 £ per year.

This Equity Release Advisor job in Newcastle provides the opportunity to join a well-established leader in the market who has good lead sources to support their current team. As an Equity Release Advisor, you will receive leads generated from various sources including high-profile marketing efforts. All leads are pre-qualified by their in-house team and booked into your diary.

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Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Equity Release Advisor

✨Tip Number 1

Familiarise yourself with the latest trends and regulations in equity release. This will not only boost your confidence during interviews but also demonstrate your commitment to staying informed in a rapidly changing market.

✨Tip Number 2

Network with professionals in the financial services industry, especially those who specialise in equity release. Attend relevant events or join online forums to build connections that could lead to valuable insights and potential referrals.

✨Tip Number 3

Prepare to discuss your approach to handling client relationships and how you would manage leads effectively. Highlight any previous experience in sales or customer service that showcases your ability to build trust and rapport with clients.

✨Tip Number 4

Research the company thoroughly, including their values, mission, and recent achievements. Tailoring your conversation to align with their goals can set you apart from other candidates and show that you're genuinely interested in being part of their team.

We think you need these skills to ace Equity Release Advisor

Financial Knowledge
Understanding of Equity Release Products
Excellent Communication Skills
Customer Service Skills
Sales Skills
Negotiation Skills
Attention to Detail
Analytical Skills
Problem-Solving Skills
Time Management
Relationship Building
Regulatory Knowledge
Empathy and Listening Skills
Presentation Skills

Some tips for your application 🫡

Understand the Role: Familiarise yourself with the responsibilities of an Equity Release Advisor. Highlight your understanding of equity release products and the importance of providing sound financial advice.

Tailor Your CV: Customise your CV to reflect relevant experience in financial services or advisory roles. Emphasise any previous work with equity release or similar financial products, showcasing your skills in client management and sales.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also demonstrates your passion for helping clients navigate equity release options. Mention how you can leverage the leads provided by the company to achieve success.

Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, ensuring that your documents are polished and professional.

How to prepare for a job interview at Premier Jobs UK Limited

✨Know Your Stuff

Make sure you have a solid understanding of equity release products and the current market trends. Brush up on relevant regulations and be prepared to discuss how these impact your advice.

✨Showcase Your Sales Skills

Since this role involves working with pre-qualified leads, highlight your sales experience and how you've successfully converted leads into clients in the past. Be ready to share specific examples.

✨Demonstrate Empathy

Equity release can be a sensitive topic for many clients. Show that you understand their concerns and can provide compassionate, tailored advice. Prepare to discuss how you would handle difficult conversations.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's lead generation process and support systems. This shows your interest in the role and helps you assess if the company is the right fit for you.

Equity Release Advisor
Premier Jobs UK Limited
Location: Sunderland
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