Here at LVFS=, we have an excellent opportunity for an experienced Equity Release Adviser to join our growing/expanding team.Within this exciting new role, you will develop new and existing business for LV=FAS Ltd, by providing professional, independent, client-focused advice from the whole of the market.Our offices are in Bournemouth and Hitchin - we’d like our successful candidate to be able to work from either office occasionally, but this can be discussed/negotiated.
About you
Our ideal candidate will…
* Be a tenacious, committed individual who is keen to make a difference and get stuck into this role – an entrepreneurial, thinking outside the box attitude is advantageous!
* Be a natural problem-solver, with the ability to work calmly and accurately when under pressure
* Have gained previous sales experience in a regulated environment, and in equity release (essential)
* Possess excellent numeracy and IT skills
* Demonstrate expert sales and negotiation skills and the ability to work to meet deadlines
* Exhibit self-motivation and strong organisational skills, together with excellent time-management abilities
* Readily establish and build positive relationships with the wider team and stakeholders
* Possess relevant Regulatory Qualifications - full CEMAP & Equity release CF1, plus CPD records are essential for this role.
Details
Duties will include…
* Providing customer-first equity release advice via customer fact-find calls, ensuring that each customer fully understands all specific options available to them, including lump sum, drawdown, and interest-only lifetime mortgages
* Identifying where other solutions may be better for the client, and highlighting these appropriately
* Maintaining and continually developing your skillset and knowledge of financial services, ensuring that changing needs of members are met (you will also achieve and maintain competent advisor status, in line with the T&C scheme)
* Competently analysing MI and using this to improve performance and conversion
* Achieving individual objectives and contributing to the delivery of the overall business plan, including ideas and initiatives to further improve the service offered to our members
* Providing detailed customer recommendations based on their individual needs and objectives
* Meeting behavioural standards as set out in our balanced Scorecard and your personal objectives
* Contacting pre-qualified appointments and conducting outbound call activity, ensuring appointment volumes are maintained where necessary
* Supporting the Retirement Admin Team to ensure a positive customer journey from application to completion
* Assisting with the training and development of skills and knowledge to the wider team, occasionally acting as a coach to new equity release advisers during induction periods.
Why work for us?
Here at LV= Life and Pensions we always love to hear from great people, so don’t forget to follow us on Instagram, Twitter, LinkedIn and Facebook.We’re also proud to say we’re an equal opportunity employer, and value diversity and inclusivity at our company. We do not discriminate based on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We’re also open to conversations about flexible working as part of your application - if it’s right for our customers, our business and for you then we’ll do everything we can to make it happen.Go on, bring your true self to LV=.
Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship in order for your application to be considered.
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. This includes…
* 26 days' holiday – which increases after two years’ service to 28 days
* The opportunity to buy or sell up to five days’ holiday
* A competitive 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 with 4 x basic pay to your dependents - you’ll have the option to increase to 8 x cover
* Group Income Protection, if you are a member of the Pension scheme and reach 5 years’ service
* Employee Assistance Programme (EAP) service for support through difficult times in your life
* Access to a virtual GP service
* Shared parental leave
* Up to 20% discount on our life products for you and your immediate family.
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