Equity Release BDM | Job in Hampshire

The Equity Release BDM plays a pivotal role within our dynamic and innovative team, driving business growth and expansion in the South East region for our market-leading equity release solutions. The successful candidate will be responsible for identifying, developing, and nurturing relationships with key financial advisers and intermediaries to promote and sell our range of equity release products.

• Develop and execute a business development strategy for the South East region to achieve agreed sales targets.
• Build, maintain, and expand a network of financial advisers and intermediaries across the region.
• Deliver presentations, workshops, and seminars to educate and inform potential clients about our equity release products and services.
• Work closely with internal teams to ensure a seamless customer experience from initial enquiry through to product delivery.
• Stay abreast of industry trends, regulatory changes, and competitor activity to position our organisation as a thought leader in the equity release market.
• Collaborate with senior management to develop and implement regional marketing campaigns.
• Maintain accurate records of client interactions, sales activities, and performance metrics using our CRM system.
• Provide regular reports on business development progress and performance to senior management.
• Participate in industry events, conferences, and exhibitions to enhance professional knowledge and network with peers.
• Contribute to the wider success of the organisation by adhering to its values, policies, and procedures.
• Proven track record in business development and sales within the financial services sector, ideally with a focus on equity release or later life lending.
• Strong network of relationships with financial advisers and intermediaries across the South East region.
• Excellent communication and presentation skills with the ability to explain complex concepts clearly and concisely.
• Results-driven with a strong sales acumen and the ability to achieve targets in a fast-paced environment.
• A self-starter who is comfortable working independently as well as collaboratively within a team.
• Strong organisational skills with the ability to manage multiple tasks and priorities effectively.
• Up-to-date knowledge of equity release products, market trends, and regulatory requirements. By joining our team as an Equity Release BDM, you will have the opportunity to make a significant impact on the lives of older homeowners in the South East region while advancing your career within a forward-thinking organisation. If you are a passionate, driven professional with a genuine interest in equity release and later life lending we would love to hear from you.

Role Overview

In this exciting role as an Equity Release BDM within our organization, you will play a pivotal part in driving the growth and success of our Equity Release division. The successful candidate will be responsible for expanding our market presence across South East regions by building and maintaining strong, long-lasting client relationships, identifying new business opportunities, and effectively communicating the value proposition of our equity release products. Key Responsibilities:

• Develop and implement sales strategies to achieve revenue targets within the Equity Release product line in the designated regions.
• Collaborate with internal teams to ensure a seamless customer experience from initial contact through to completion, ensuring that clients receive exceptional service and guidance throughout the equity release process.
• Identify and pursue new business opportunities by leveraging extensive knowledge of the property market and financial services landscape in the South East regions.
• Maintain a high level of product expertise and stay updated on industry trends, regulations, and competitor activity to ensure that clients receive the most relevant and informed advice.
• Deliver presentations and workshops to educate advisors, intermediaries, and other key stakeholders about our Equity Release products, their benefits, and how they can help their clients access the value tied up in their properties.
• Foster and grow relationships with existing partners while forging new alliances with potential partners across the South East regions to expand our network and increase our market share.
• Collaborate with the marketing team to develop targeted campaigns that align with our overall sales objectives, ensuring consistent messaging and positioning of our Equity Release products in the marketplace.
• Monitor performance metrics regularly, analyzing trends and adjusting strategies as necessary to ensure ongoing success and achievement of revenue targets.
• Contribute to the development of product innovation by providing valuable feedback from client interactions and industry insights.
• Adhere to regulatory compliance requirements, ensuring that all sales activities are carried out in accordance with relevant legislation and our organization's policies and procedures. To be successful in this role, you will possess:
• Proven track record in Business Development within the Equity Release or Lifetime Mortgage sector with a strong understanding of the property market and financial services landscape.
• Excellent communication skills, both verbal and written with the ability to effectively present complex information to various audiences.
• Strong relationship-building skills with the ability to forge and maintain relationships at all levels within an organization.
• Self-motivation, resilience, and adaptability in a fast-paced, ever-evolving sales environment.
• A results-driven mindset with a focus on achieving revenue targets and contributing to the overall success of our Equity Release division.
• Strong analytical skills with the ability to interpret performance metrics and use data-driven insights to inform decision making.
• A passion for delivering exceptional customer service and helping clients achieve their financial goals through equity release products.
• Willingness to travel within the South East regions as required to meet with clients, partners, and attend industry events. By joining our team as an Equity Release BDM, you will have the opportunity to contribute to the growth of a dynamic and forward-thinking organization while making a positive impact on the lives of our customers. We look forward to reviewing your application!

Skill Set

As an Equity Release Business Development Manager (BDM) in South East, you will be expected to possess a unique blend of technical expertise, interpersonal skills, and strategic thinking to drive business growth and success for our team. Below are the essential competencies and skill sets required for this role:

*Regulatory Knowledge: *

A comprehensive understanding of financial services regulations, particularly those related to equity release and lifetime mortgages, is crucial for ensuring compliance with industry standards and maintaining customer trust.

• *Sales Acumen:

Proven track record in sales, preferably within the mortgage or financial services sector, demonstrating a strong ability to identify and convert opportunities into successful deals.

• *Relationship Building:

Exceptional interpersonal skills to foster and maintain relationships with brokers, advisors, and other key industry contacts. Building trust and providing exceptional customer service are essential for driving business growth.

• *Strategic Thinking:

Ability to analyze market trends, develop effective sales strategies, and implement these strategies to achieve targets and expand our product offering in the South East region.

• *Communication Skills:

Excellent verbal and written communication skills are necessary for presenting complex financial concepts to clients, brokers, and colleagues in a clear, concise, and engaging manner.

• *Networking:

Adept at networking within the industry, expanding your professional network to include key decision-makers, influencers, and stakeholders who can help further the organisation's goals.

• *Problem-Solving Skills:

Ability to identify issues or challenges, develop creative and effective solutions, and implement these solutions to achieve desired outcomes.

• *Technical Knowledge:

Proficiency in using CRM (Customer Relationship Management) systems, Microsoft Office Suite, and other relevant technology tools is essential for managing and growing our client base efficiently.

• *Adaptability:

Demonstrated ability to adapt to changing market conditions, regulatory requirements, and industry best practices, ensuring that our business remains competitive and innovative in the South East region.

• *Continuous Learning:

Commitment to ongoing professional development through attendance at conferences, workshops, and other relevant training programs to stay abreast of emerging trends and strategies in the equity release market.

Candidate Profile

*Job Role: *

Equity Release BDM

*Location: *

South East, UK We are seeking an experienced and dynamic Equity Release Business Development Manager to join our team in the South East region. The successful candidate will be responsible for driving business growth, developing and maintaining strong relationships with intermediaries, and promoting our Equity Release products and services.

• Develop and implement effective sales strategies to achieve set targets and drive business growth in the South East region.
• Maintain and build relationships with existing intermediaries, as well as developing new partnerships to expand our network.
• Provide professional advice and support to intermediaries regarding our Equity Release products and services, ensuring they have a comprehensive understanding of product features and benefits.
• Contribute to the development and delivery of training programs for intermediaries, ensuring they are equipped with the knowledge and skills needed to effectively sell our products.
• Collaborate with other departments within the organisation to ensure seamless service delivery to customers and intermediaries.
• Monitor market trends, competitor activities, and regulatory changes, and adapt strategies accordingly to maximise business opportunities.
• Prepare and submit regular reports on sales performance, market conditions, and customer feedback to senior management.
• Proven experience in a Business Development or Sales role within the Equity Release sector.
• Strong understanding of the Equity Release market, products, and regulations.
• Excellent communication and interpersonal skills with the ability to build and maintain strong relationships.
• Results-driven with a track record of achieving sales targets.
• Proactive approach to sales strategy development and implementation.
• Strong analytical and problem-solving skills.
• Ability to travel within the South East region as required.
• Full UK driving license and own vehicle. We offer a competitive salary, bonus scheme, and a comprehensive benefits package, including pension contributions, private healthcare, and flexible working arrangements. If you are passionate about sales, have a strong desire to succeed, and want to be part of a dynamic and forward-thinking organisation, then we would love to hear from you. To apply, please submit your CV and covering letter outlining why you believe you would be a great fit for this role. Applications will be reviewed on a rolling basis, so don't miss this opportunity - apply today! We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

Diversity Statement

At our organization we are committed to fostering an inclusive and diverse environment where everyone feels valued, respected, and empowered to contribute their unique perspectives. We believe that diversity in all its forms - race, ethnicity, gender, age, sexual orientation, ability status, socio-economic background, and more - is essential to our success as a team and in delivering exceptional service to our clients. As an Equity Release Business Development Manager, you will play a vital role in strengthening the fabric of our organization by embracing and promoting diversity and inclusion in all aspects of your work. Here's how:

*Recruitment

• : We are committed to attracting, hiring, and retaining diverse talent. We strive for a team that reflects the richness and breadth of the communities we serve. You will be an active participant in this effort by advocating for diverse candidates, expanding our reach to underrepresented groups, and ensuring a fair and inclusive recruitment process.

• *Inclusive Leadership

• : We believe that diversity is not just about hiring; it's about creating a culture where everyone feels they belong. As an Equity Release BDM, you will lead by example, demonstrating respect, empathy, and understanding for all. You will actively work to ensure that every team member has equal opportunities for growth and development.

• *Inclusive Communication

• : We value open, honest, and respectful communication. As a key representative of our organization, you will communicate with clients, partners, and colleagues in a way that is sensitive to differences and promotes understanding and collaboration.

• *Diversity Education

• : We recognize the importance of continuous learning when it comes to diversity and inclusion. You will be expected to take an active role in your own education, seeking out opportunities to learn about different cultures, experiences, and perspectives, and using this knowledge to foster a more inclusive work environment.

• *Advocacy

• : We are committed to advocating for equity in all its forms, both within our organization and beyond. As an Equity Release BDM, you will be expected to speak up when you witness or experience discrimination, support initiatives that promote diversity and inclusion, and actively contribute to a culture of allyship. By embracing and promoting diversity and inclusion we can build a stronger, more resilient organization that delivers exceptional service to our clients. We invite you to join us in this journey and help shape the future of our team.

Our Company

Welcome to a dynamic and forward-thinking financial institution that values growth, innovation, and above all, our customers. We are a leading player in the South East market, specializing in providing tailored financial solutions to individuals and families seeking to unlock the equity tied up in their properties. Our organization is built on a foundation of integrity, trust, and expertise. Our team comprises dedicated professionals who share a passion for helping our clients navigate complex financial decisions with confidence. We pride ourselves on our ability to deliver exceptional service, fostering long-lasting relationships based on mutual respect and understanding. As part of our ongoing growth strategy we are seeking an experienced Equity Release Business Development Manager (BDM) to join our dynamic team. This role will play a pivotal part in expanding our equity release offering across the South East region, helping more homeowners release equity from their properties while ensuring they make informed decisions that best suit their financial needs and aspirations. In this role, you will work closely with our existing network of intermediaries, engaging new introducers, and building strong relationships to drive business growth. You will have the opportunity to showcase your expertise in the equity release market, leveraging your knowledge to educate clients about the benefits and potential risks associated with equity release plans. Join us, and you'll be part of a thriving organization that offers not just a job, but a career path filled with opportunities for personal and professional growth. We provide a supportive work environment, competitive remuneration packages, and a comprehensive suite of benefits designed to help our employees achieve their full potential. If you are a results-driven individual with a proven track record in sales or business development within the equity release sector we would love to hear from you. Apply today to become part of our team and embark on an exciting journey that will see you make a genuine impact on the lives of our customers.

Job Benefits

In this exciting role as an Equity Release BDM with our team, you will be rewarded not only by the fulfillment of helping older homeowners unlock their wealth but also through a comprehensive benefits package designed to support your personal and professional growth. Here are some key benefits that we offer: Your hard work and dedication will be recognized through a competitive salary structure, ensuring you have the financial stability needed to succeed in your role. In addition to this, you will also have access to a performance-based bonus scheme, allowing you to share in the success of the team and the organization. To help you excel in your role we provide comprehensive training programs tailored to your needs. This includes on-the-job training with experienced mentors, access to industry-leading workshops, and opportunities for ongoing professional development. We are committed to helping you grow and succeed within our organization. We understand the importance of work-life balance and offer a generous holiday allowance, so you can take time off when you need it most. In addition we also provide flexible working arrangements to help you manage your workload effectively and maintain a healthy lifestyle. The wellbeing of our employees is paramount, which is why we offer a range of health and wellbeing benefits. This includes private medical insurance, access to an employee assistance program (EAP), and fitness membership discounts. We want you to feel your best both inside and outside of work. We believe in supporting our employees' long-term financial security, which is why we offer a competitive pension scheme with generous employer contributions. In addition to this, you will also have access to other financial benefits such as salary sacrifice schemes and cycle-to-work schemes. We believe in fostering a strong team culture, which is why we regularly organize social events and team building activities. This provides opportunities for you to connect with your colleagues, build relationships, and have fun! By joining our team as an Equity Release BDM, you will not only be making a real difference in the lives of older homeowners but also enjoying a wide range of benefits designed to support your personal and professional growth. We look forward to your application!