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Equity Release Adviser

1 month ago

Bournemouth, United Kingdom LV= Full time

LVFS= have an excellent opportunity for an experienced Equity Release Adviser to join our growing/expanding team, developing new and existing business for LV=FAS LTD, by providing professional, independent, client focused advice from the whole of the market.

We support Hybrid working (happy to discuss)

**About you**:

- You will have previous sales experience in a regulated environment
- Previous sales experience in equity release is essential
- Have excellent numeracy and IT skills
- Expert sales and negotiation skills and familiar working to targets
- Be self-motivated and highly organised with excellent time management skills
- Ability to establish and build positive relationships
- Regulatory Qualifications required

Full CEMAP & Equity release CF1

Relevant CPD records

**Details**:

- Provide customer first equity release advice via customer fact find calls, ensuring each customer fully understands all the specific options available to them including, lump sum, drawdown, and interest only lifetime mortgages and to also identify where other solutions may be better for the client.
- Maintain and continually develop skills and knowledge of financial services to ensure that changing needs of members are met you will also ensure that your knowledge is kept up to date and achieve and maintain competent advisor status in line with the T&C scheme.
- Demonstrate the ability to analyse MI and use this to improve performance and conversion
- Take responsibility for the achievement of individual objectives and to contribute to the delivery of the overall business plan. In addition, contribute ideas and initiatives to further improve the service offered to our members.
- Provide detailed customer recommendations based on their individual needs and objectives.
- Take responsibility for achieving behavioural standards as set out in the balanced Scorecard and personal objectives.
- Contacting pre-qualified appointments & to conduct outbound call activity to ensure appointment volumes are maintained where necessary
- Assist with the training and development of skills and knowledge to the wider team and act as a coach to new to role equity release advisers during Induction and attaining competence periods

**Why work for us?**:
Go on, bring your true self to LV=.

**Rewards and Benefits**:
At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers and we’ll reward you with an attractive, competitive salary and benefits package in exchange for your hard work.
- 26 days' holiday - which increases after two years’ service to 28 days
- The opportunity to buy or sell up to five days’ holiday
- Sales bonus scheme based on personal performance
- Flexible benefits - Cycle to work scheme/Health Assessment/Personal Accident Insurance/Critical Illness/Private Medical Insurance/Dental Insurance
- A competitive pension for which LV= Life and Pensions will double match the amount you pay, up to 14%
- Group Life Assurance 4 x basic pay to your dependants - you’ll have the option to increase to x 8 times cover
- Group Income Protection, if a member of the Pension scheme and reached 5 years’ service
- Employee Assistance Programme (EAP) service for support through difficult times in your life
- Virtual GP service
- Shared parental leave
- You’ll receive up to 20% discount on our life products for you and your immediate family.

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