phoenix
phoenixPhoenix - Your AI Assistant
Inactive session will be ended in 24 hours
End Session

Copywriter with Psychology Expertise – Mortgage Add-Ons

  • Posted:
  • Proposals: 22
  • Remote
  • #4418556
  • Expired
Robison P.Israel A.Christianah A.Kabirat O.Emmanuel T. + 17 others have already sent a proposal.
  • 10

Description

Experience Level: Expert
We are a mortgage and financial services firm seeking a skilled copywriter with an understanding of sales psychology to develop persuasive content for our client meetings.
The project involves creating a PowerPoint slideshow that will play on a TV in the background during mortgage recommendation and fact-find meetings. The goal is to present engaging, client-friendly content that encourages take-up of key mortgage add-ons, including:
Life insurance
Critical illness cover
Income protection
Home insurance
Solicitors/conveyancing services
The content should highlight:
Why these products matter (risks of not having them)
How they provide security and peace of mind
Clear, simple explanations that clients can easily understand
Compelling statistics and real-world data (with sources) to reinforce the message
What we need:
Written content for use in PowerPoint slides (no design work required)
What we’re looking for in you:
Experience writing for financial services (mortgages and/or protection preferred)
Strong grasp of behavioural/consumer psychology (how to influence client decision-making)
Ability to write in a professional, reassuring, and client-friendly style
Familiarity with the UK market and FCA compliance would be a strong advantage
Budget: Open to proposals

New Proposal

Login to your account and send a proposal now to get this project.

Log in

Clarification Board Ask a Question

  • Ikekpeazu P.

    I understand what you need: content that works quietly in the background during client meetings, planting ideas that make clients see protection products as essential, not optional. That requires more than just nice words — it’s about blending financial clarity with sales psychology.

    Here’s how I’d approach your slideshow:

    Risk made real → short, relatable scenarios showing what happens without life/illness/income cover.

    Reassurance & security → plain, non-technical language that frames each add-on as peace of mind, not “extra cost.”

    Authority through numbers → compelling UK stats (with FCA-compliant sources) to back up the message.

    Subtle nudges → phrasing rooted in behavioural triggers like loss aversion, social proof, and “future pacing.”

    I’ve written for mortgage brokers and financial services firms before, tailoring slide copy to be clear, compliant, and persuasive without sounding like a hard sell. The result? Clients engage, ask the right questions, and are far more open to add-ons.

    If you’d like, I can map out the full slide sequence (bullet copy only, no design) in less than a week. From there, you can drop it straight into PowerPoint.

    Would you like me to share a quick sample framework (one slide’s worth) so you can see how I keep it client-friendly but conversion-focused?