A well networked, performance driven highly successful manager, in financial sales and especially the relationship side of business. Having developing key relationships to board level throughout the UK, within the distribution channels (Mortgage and Financial Services Sectors). Proven in delivering significantly greater market share, increased mortgage Insurance and protection revenues. Now looking enjoy making similar challenges and delivering considerable results within the Financial Sector.
Areas of Expertise
- CRM Strategies
- Negotiating / Purchasing
- Maximizing Sales
- Presenting Trade Exhibitions
- Sales, Marketing and Promoting
- Technical Training
- Networking
- Procedure Development
- Account Management
- Business Development
- Compliance
- Quality Assurance
Professional Development
CeMap
Certificate in Mortgage Advice and Practice 1,2,and 3 (2002)
First Aid
First Aid Officer (SJA trained) (2011)
Professional Experience and Significant Achievements
- Managing all business functions such as IT, sales and marketing, correspondence, processing timesheets, salary information, expense sheets.
- Ensuring constant orders are met and work is achieved.
- Sourced and negotiated best "value for money" on external and inhouse purchasing contracts.
- Gained the company quality accreditations by collating and validating evidence and information.
- Designed compliant marketing media such as websites, leaflets and other promotional documents.
- Updated and validated the Health and Safety process.
- Sold Land Rover 4 cars in the first month, and 8 cars in month two without any formal training.
- Introduced financial products and increased sales of GAP insurance.
- Supported non-franchised Post Office branches to qualify for the sales programme.
- Developed sales techniques for Post Office staff who had no financial product knowledge, enabling them to increase earnings by introducing products and meet customers’ needs.
- Increased business: Malvern Link (182%), Stourbridge (138%), Droitwich (111%), Carterton (105%) of sales targets.
- Introduced premier relationship personal bank accounts to existing and new high net worth clients.
- Identified and met clients’ needs (investment, protection, 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 at the Business of the Year Event by attending investment seminars, business lunches, solicitors’ firms, accountants etc.
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