Tricia Batchelor

Equity release advisor at Access Equity Release
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Contact Information
us****@****om
(386) 825-5501
Location
Andover, England, United Kingdom, UK

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Equity release advisor
      • Sep 2020 - Present

      Whole of market equity release sales and estate planning of lifetime mortgages to clients for a variety of reason to repay mortgages, gift to family members, to finance home improvement and clear debts etc Whole of market equity release sales and estate planning of lifetime mortgages to clients for a variety of reason to repay mortgages, gift to family members, to finance home improvement and clear debts etc

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Independent Equity Release Adviser
      • Mar 2020 - Sep 2020

      Sales of equity release products whole of market to clients over 55 years of age nationwide Sales of equity release products whole of market to clients over 55 years of age nationwide

  • AGE PARTNERSHIP GROUP LIMITED
    • South East and South West
    • Senior Account Manager
      • Sep 2015 - Mar 2020

      Building strong relationships with key Intermediary brokers mortgage clubs and networks . Residential and Buy to let mortgages. Giving advice on our niche products, home based, underwriting Sales . Offering clients brokers and intermediaries an expert and professional service on a range of residential and commercial and ancillary products. Building strong relationships with key Intermediary brokers mortgage clubs and networks . Residential and Buy to let mortgages. Giving advice on our niche products, home based, underwriting Sales . Offering clients brokers and intermediaries an expert and professional service on a range of residential and commercial and ancillary products.

    • United Kingdom
    • Financial Services
    • Equity release adviser
      • Apr 2015 - Sep 2015

      Equity release sales for one provider lasting power of attorney and Wills providing clients with Advice and a written recommendation on Legal & Generals products Equity release sales for one provider lasting power of attorney and Wills providing clients with Advice and a written recommendation on Legal & Generals products

    • Business manager
      • Jan 2009 - Apr 2015

      Building robust relationships with brokers and IFAs developing the business. Managing a sales team. Sales of secured loans, bridging finance, commercial and residential mortgages and B2L portfolios and ancillary products. Building robust relationships with brokers and IFAs developing the business. Managing a sales team. Sales of secured loans, bridging finance, commercial and residential mortgages and B2L portfolios and ancillary products.

    • United Kingdom
    • Regional Sales Manager
      • Aug 2003 - Jan 2009

      Team building to generate leads, direct and intermediary sales of residential and commercial mortgage and B2L products, customer service, tele sales insurance and protection products. Team building to generate leads, direct and intermediary sales of residential and commercial mortgage and B2L products, customer service, tele sales insurance and protection products.

Education

  • CeMap Certs CII (MP & ER)
    2000 - 2001
  • Tendring High School
    Business, Management, Marketing, and Related Support Services
    1982 - 1984

Community

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