Katie Wilkinson

Katie Wilkinson Email and Phone Number

Equity Release Lifetime Mortgage and Later Life Lending Specialist @ Viva Retirement Solutions
Tonbridge, GB
Katie Wilkinson's Location
Tonbridge, England, United Kingdom, United Kingdom
Katie Wilkinson's Contact Details

Katie Wilkinson phone numbers

About Katie Wilkinson

Katie Wilkinson is a Equity Release Lifetime Mortgage and Later Life Lending Specialist at Viva Retirement Solutions. She possess expertise in sales, financial services, customer service, time management, leadership and 34 more skills.

Katie Wilkinson's Current Company Details
Viva Retirement Solutions

Viva Retirement Solutions

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Equity Release Lifetime Mortgage and Later Life Lending Specialist
Tonbridge, GB
Employees:
20
Katie Wilkinson Work Experience Details
  • Viva Retirement Solutions
    Equity Release Lifetime Mortgage And Later Life Lending Specialist
    Viva Retirement Solutions
    Tonbridge, Gb
  • Viva Retirement Solutions
    Equity Release Lifetime Mortgage & Later Life Lending Specialist
    Viva Retirement Solutions Mar 2023 - Present
    East Sussex, England, United Kingdom
    Helping people over 55 unlock the equity in their hard earned property so that they can achieved their financial and life goals.Whole of market specialist advice for a fixed fee that is only paid upon successful completion and once the funds are released.Homeowner and thinking of raising money against your current or a new property? Get in touch for an informal initial chat about what you’re hoping to get out of the money you can access.Introducers - Get in touch about why I’m a 100% 5* rated advisor, and how you can earn a lucrative income stream by helping more of your own customers/friends/family/colleagues/neighbours! Let’s collaborate 😊👍
  • Onefamily
    Lifetime Mortgage/Equity Release Advisor & Team Leader
    Onefamily Jul 2021 - Mar 2023
    Remote
  • Onefamily
    Lifetime Mortgage/Equity Release Advisor
    Onefamily Jan 2021 - Jun 2021
    Remote
  • Canada Life
    Business Development Manager - Equity Release/Lifetime Mortgages
    Canada Life Jan 2020 - Dec 2020
    London, United Kingdom
  • Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown
    Mortgage Services Manager (Cii Qualified)
    Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown Jul 2016 - Jan 2020
    Bexhill, East Sussex, United Kingdom
  • Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown
    Senior Mortgage Consultant (Cii Qualified)
    Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown Jun 2015 - Jun 2016
    Bexhill, East Sussex, United Kingdom
  • Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown
    Mortgage Consultant (Cii Qualified)
    Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown Oct 2013 - Jul 2015
    East Sussex, England
  • Kirkham Young Ltd
    Candidate Manager
    Kirkham Young Ltd Mar 2013 - Sep 2013
    Kirkham Young is a highly specialist recruitment agency, dedicated to the commercial healthcare and scientific markets. The specialist medical and scientific sales recruitment teams provide a diverse range of companies operating in the medical, laboratory and healthcare arena with permanent sales, marketing, management and technical/clinical support staff.As Candidate Manager at Kirkham Young LTD I was responsible for sourcing the highest calibre of candidates available within the medical and scientific sectors; and helping place them in new and exciting roles which suit, or expand upon, their current skill set. I waa the first point of contact for all new job inquiries and registrations so that we could help in candidate job searches.Working with Blue Chip global organisations through to small start up operations, we had an enviable list of clients who manufacture and market a diverse range of healthcare and scientific products - high tech capital equipment, innovative devices and a broad selection of disposables/ consumables.
  • Saga
    Senior Customer Service Agent
    Saga Oct 2012 - Mar 2013
    Hastings, East Sussex
  • Saga
    Customer Service Manager
    Saga Mar 2012 - Sep 2012
    Responsible for managing a team of 10-12 advisors within Saga's insurance call centre. Training and coaching staff on sales skills to ensure company targets were met and completing compliance monitoring and administration.Courses Undertaken:‘Learn to lead’, A two month programme which cultivated and advanced managerial skills. The course provided insight into the key challenges faced in general management and how best to overcome them; also including the key skills, abilities and attributes that should be sought in order to successfully lead associates and gain respect as well as results‘Money Money Money’, A voluntary teaching programme for adolescents in order to assess and question spending habits and how to be financially savvy after finishing education.‘Power to Inspire’ (Based on the teachings of Dr. Sukhwant Bal), A course on motivating and encouraging staff members in order to get the most positive results.
  • Saga
    Service Delivery Agent
    Saga Jan 2011 - Mar 2012
    Hastings, East Sussex
    Saga offer a wide range of competitively priced insurance products exclusively for the Over 50s. As an advisor I dealt with inbound and outbound calls to existing home insurance and car insurance customers to ensure the best service was being provided and ensuring customers were aware of our full range of products, Upselling additional add-ons or other services where needed. Also dealing with complaint calls/procedures and supporting managers in their absence.Customer service 'Advisor of the year' Award 2011-12'Top Producer' Award 2011-12

Katie Wilkinson Skills

Sales Financial Services Customer Service Time Management Leadership Team Management Start Ups Team Leadership Management Mortgage Consulting Residential Mortgages Recruiting Mortgage Lending Fixed Rate Mortgages Insurance Performance Management Coaching Mortgage Servicing Estate Agents Selling Customer Retention Call Centers Teamwork Direct Sales Interviews Remortgage Mortgage Insurance Certified Mortgage Planning Mortgage Compliance Income Protection Critical Illness Life Insurance Buy To Let Investment Property Financing Investment Properties Mortgage Brokers Employee Training Team Building Employee Relations

Katie Wilkinson Education Details

Frequently Asked Questions about Katie Wilkinson

What company does Katie Wilkinson work for?

Katie Wilkinson works for Viva Retirement Solutions

What is Katie Wilkinson's role at the current company?

Katie Wilkinson's current role is Equity Release Lifetime Mortgage and Later Life Lending Specialist.

What is Katie Wilkinson's direct phone number?

Katie Wilkinson's direct phone number is +4479703*****

What schools did Katie Wilkinson attend?

Katie Wilkinson attended Chartered Insurance Institute, Helenswood Sixth Form, Helenswood School For Girls, Chartered Insurance Institute.

What skills is Katie Wilkinson known for?

Katie Wilkinson has skills like Sales, Financial Services, Customer Service, Time Management, Leadership, Team Management, Start Ups, Team Leadership, Management, Mortgage Consulting, Residential Mortgages, Recruiting.

Who are Katie Wilkinson's colleagues?

Katie Wilkinson's colleagues are Paul Saroya Bsc, Nick Craddock, Russell Coneron, Kerry Quirke, Susan Williams, Robert Polworth Cemap Cerer, Elizabeth Murley.

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