A fantastic opportunity has arisen for a well-established, UK leading business who are seeking an
Equity Release Specialist at their office in Stockton-on-Tees. This is an exciting opening to work for a leading professional service business, who pride themselves on their customer service, reputation and expertise. Both experienced, and newly qualified
Equity Release individuals will be considered. This role would suit a dynamic and driven individual with excellent customer service skills, used to working in a fast-paced environment. If you’d like to join an expanding, award-winning business, with progression and CPD opportunities, this is the role for you!
Duties as an Equity Release Specialist:- Handling queries efficiently from customers in a personalised manner
- Providing specialist advice on Equity Release, insurance and mortgage products
- Dealing with reports and liaising with internal parties
- Proactively contacting customers, both existing and those from enquiries
- Promoting the companies’ services
- Abiding by relevant guidelines and ensuring best practice
- Updating company records accordingly
- Building relationships and ensuring unrivalled customer service
- Other ad-hoc duties relevant to the post
Skills:- Experience within financial services/advice
- Qualified in Equity Release and/or mortgage advice
- Sales experience with a good administrative skillset
- Excellent customer service skills
- An organised manner with a calm approach
- A proactive nature and a positive manner
- Good communication skills on all levels
- A keen eye for detail and a desire to learn
To be successful as an
Equity Release Specialist you will have the ability to multi-task, as well as work well as part of a team and on your own initiative. In return you will receive a salary up to £23,000 - £29,000 per annum, plus a bonus scheme taking the potential earnings up to £40,000, working to Monday-Friday, with some hybrid working options, and training and development opportunities.
Apply today!
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