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For Companies At a Glance
- Tasks: Build and maintain relationships with introducers in the finance sector.
- Company: Join an award-winning, independent equity release firm making waves in the industry.
- Benefits: Enjoy a competitive salary, car allowance, and flexible home-based work.
- Why this job: Be part of a growing company with a focus on collaboration and innovation.
- Qualifications: Equity release knowledge and B2B experience are essential; qualification preferred.
- Other info: Weekly office visits in Chelmsford required; travel across Essex and London.
The predicted salary is between 36000 - 60000 £ per year.
This job provides the opportunity to join a growing, specialist Equity Release firm. You will be covering the Essex, Hertfordshire, North London and Central London areas, with a focus on maintaining and strengthening existing introducer relationships. The introducers typically include IFAs, Mortgage Brokers, Accountants and Solicitors, who choose to refer their equity release/lifetime mortgage clients to this business.
You will be representing a whole of market, independent and award-winning equity release firm, able to provide advice to clients across the UK. Alongside maintaining the relationships, it would be beneficial for you to seek out new partnerships to continually add new inflows.
Equity Release BDM Requirements- You should have some equity release product knowledge.
- Ideally, you should hold your equity release qualification.
- You should have experience of B2B relationships.
- Individuals with a network of suitable contacts would be advantageous.
- You must be happy to travel to their office once a week and appropriately located to cover your patch.
- Salary of £30,000 plus £5,000 car allowance.
- OTE of £50,000+.
- Home based role with need to travel to meet businesses in person.
- Once a week visit to their head office in west of Chelmsford.
- Be part of a growing company.
Equity Release BDM employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Release BDM
✨Tip Number 1
Network actively within the finance and mortgage sectors. Attend local events, seminars, or workshops where you can meet IFAs, mortgage brokers, accountants, and solicitors. Building these relationships will not only help you understand the market better but also position you as a go-to person for equity release solutions.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with professionals in your target areas. Share relevant content about equity release and engage with posts from potential introducers. This will help you establish your expertise and keep you on their radar when they need equity release advice.
✨Tip Number 3
Consider reaching out directly to potential introducers in your area. A personalised email or phone call introducing yourself and your services can open doors. Highlight how your role can benefit their clients and enhance their offerings, making it a win-win situation.
✨Tip Number 4
Stay updated on the latest trends and regulations in the equity release market. This knowledge will not only boost your confidence but also enable you to have informed discussions with potential introducers, showcasing your commitment and expertise in the field.
We think you need these skills to ace Equity Release BDM
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Equity Release BDM. Familiarise yourself with the equity release products and the types of introducers you'll be working with, such as IFAs and mortgage brokers.
Tailor Your CV: Highlight your relevant experience in B2B relationships and any existing networks you have. Make sure to include your equity release qualifications and any specific achievements that demonstrate your ability to maintain and grow partnerships.
Craft a Compelling Cover Letter: Use your cover letter to explain why you're passionate about equity release and how your background makes you a great fit for this role. Mention your understanding of the market and your approach to building relationships with introducers.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in this industry.
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Equity Release Products
Make sure you have a solid understanding of equity release products and their benefits. Be prepared to discuss how these products can meet the needs of clients and how they differ from other financial solutions.
✨Demonstrate Relationship Management Skills
Since the role focuses on maintaining and strengthening introducer relationships, be ready to share examples of how you've successfully managed B2B relationships in the past. Highlight your communication skills and ability to build rapport.
✨Show Initiative in Seeking New Partnerships
Discuss your strategies for identifying and pursuing new partnerships. This could include networking techniques or previous experiences where you successfully expanded your professional network.
✨Prepare for Travel Logistics
As this role requires travel to meet businesses and a weekly visit to the head office, be prepared to discuss your availability and willingness to travel. Mention any relevant experience you have with managing travel schedules effectively.
