Equity Release Advisor

Equity Release Advisor

Newcastle upon Tyne Full-Time 30000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients navigate equity release options and manage leads effectively.
  • Company: Join a leading firm in the equity release market with strong support.
  • Benefits: Enjoy uncapped earnings, flexible working, and a generous car allowance.
  • Why this job: Make a real impact while enjoying a supportive culture and great earning potential.
  • Qualifications: Must have experience as an Equity Release Advisor and relevant qualifications.
  • Other info: Home-based role with opportunities for local client meetings.

The predicted salary is between 30000 - 35000 £ 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 their various sources including high-profile marketing efforts. All leads are pre-qualified by their in-house team and booked into your diary. Alongside company leads provided, they are seeking ambitious individuals who can self-generate some business to supplement their activities.

Equity Release Advisor Requirements

  • You should have current or previous experience as an Equity Release Advisor.
  • You must hold relevant qualifications to be licensed as an Equity Release Adviser, such as CF7, ER1 or CeRER.

Equity Release Advisor Benefits

  • Self-employed role with uncapped earnings with OTE of £75,000+.
  • Or, employed with a salary of circa £30,000 - £35,000 plus £2,000 car allowance and bonuses.
  • Home-based role with travel to see local clients where appropriate.

Locations: Newcastle

Equity Release Advisor employer: Sahasraa Solutions

Join a leading firm in the equity release market as an Equity Release Advisor in Newcastle, where you will benefit from a strong pipeline of pre-qualified leads and a supportive work culture that encourages both personal and professional growth. With the flexibility of a self-employed role offering uncapped earnings or a competitive employed salary, this position provides a unique opportunity to thrive in a dynamic environment while making a meaningful impact on clients' lives.
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Contact Detail:

Sahasraa Solutions 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 other professionals in the equity release sector. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights and possibly refer you to opportunities.

✨Tip Number 3

Prepare to discuss your self-generation strategies during the interview. Think about how you can supplement the leads provided by the company and be ready to share specific examples of how you've successfully generated business in the past.

✨Tip Number 4

Research the company thoroughly before your interview. Understand their market position, values, and the specific services they offer. This knowledge will help you tailor your responses and show that you're genuinely interested in joining their team.

We think you need these skills to ace Equity Release Advisor

Knowledge of Equity Release Products
CF7, ER1 or CeRER Qualification
Sales Skills
Client Relationship Management
Self-Motivation
Communication Skills
Negotiation Skills
Financial Analysis
Market Research
Time Management
Problem-Solving Skills
Networking Skills
Adaptability
Customer Service Orientation

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasise your current or previous experience as an Equity Release Advisor. Use specific examples of your achievements and how they relate to the role.

Showcase Qualifications: Clearly list your relevant qualifications, such as CF7, ER1, or CeRER. This will demonstrate that you meet the necessary licensing requirements for the position.

Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Focus on your ability to self-generate business and manage leads effectively.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention why you are interested in working with this particular company and how you can contribute to their success.

How to prepare for a job interview at Sahasraa Solutions

✨Showcase Your Qualifications

Make sure to highlight your relevant qualifications, such as CF7, ER1, or CeRER. This will demonstrate your expertise and reassure the interviewer that you meet the necessary requirements for the role.

✨Prepare for Lead Generation Questions

Since the company values self-generated business, be ready to discuss your strategies for lead generation. Share specific examples of how you've successfully built a client base in the past.

✨Understand the Market

Research the current trends in equity release and be prepared to discuss them. Showing that you are knowledgeable about the market will impress the interviewer and show your commitment to the role.

✨Demonstrate Your Ambition

As they are looking for ambitious individuals, express your career goals and how this position aligns with them. Discuss your motivation to exceed targets and achieve high earnings, whether self-employed or employed.

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