CV. Estelle Cole

A well networked, performance driven manager, highly successful in sales and the relationship side of business: having travelled throughout the UK, developing key relationships to board level within the distribution channels of the mortgage and FS sector. Delivering significantly greater market share, increased mortgage / general Insurance and protection revenues. Now looking to continue enjoying making similar challenges and delivering considerable results within the regulated Mortgage / Protection and Financial Sector.

PLATFORM TRAINING CONSULTANT (Mar 2012 - Present)

Openwork:

• Consulting in the RDR section of the largest multi-tie network in the UK, backed by global insurance giant Zurich.
• Training large groups of IFAs with Power point. Thereafter, carrying out ongoing support and training of individuals and groups.
• Travelling throughout the UK to ensure compliance and develop a greater understanding and confidence in using this new trading platform.

CONSULTANT (Relationship & Business Development Management) (Jan 2012 - Mar 2012)

Aldermore Mortgages:

• Supported and advised SMEs and networks throughout the South Wales and South West region, on the criteria, shaping of a case and overall view before presenting to underwriters.
• Enhanced and grew business for SMEs, medium and larger broker networks throughout the region.
• Maximized successes and growth for Aldermore and businesses concerned.

PERSONAL ASSISTANT TO M.D. (2011- Present)

Green Man Environmental Services:

• Managing all business functions – IT, sales, and marketing, correspondence, taking minutes, processing timesheets, salary information, expense sheets.
• Ensuring constant orders and works are achieved.
• Sourced and negotiated best value for money on external  and in-house purchasing contracts.
• Instrumental in gaining company quality accreditations by collating and validating evidence and information.
• Designed and implemented compliant marketing media: such as websites, leaflets and other promotional documents.
• Updated and validated Health & Safety processes.

SALES EXECUTIVE (2011)

Stratstone Land Rover:

• Sold Land Rover 4 cars in month one, 8 month two without any formal training. Introduced financial products, increased sales of GAP insurance.

TRAINING MANAGER (SALES EFFECTIVENESS)(2009-10)

Post Office Financial Services/Bank of Ireland:

• Identified and supported non-franchised post office branches to qualify and apply for Sales programme
• Developed sales techniques for post office staff who had no financial product knowledge. This enabled them to increase earnings by introducing products and meet their customers’ needs.
• Increased business: Malvern Link (182%), Stourbridge (138%), Droitwich (111%), Carterton (105%) of sales targets.

PREMIER ACCOUNT MANAGER(2008-09)

Barclays Bank PLC:

• Identified and introduced Premier relationship personal bank accounts to both existing and new high net worth clients. * Identified and met clients’ needs (investment, protection, general insurance, mortgage and local business opportunities) through one-to-one meetings, and introductions to Barclays’ financial specialists.
• Established future opportunities with the Guild Hall, and Business of the Year Event, in Worcester for example by attending investment seminars, business lunches, solicitors’ firms, accountants etc.

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