Alex Peters-Bean

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Experiences

Highly Motivated - Ambitious and incredibly driven to grow own business.
Existing Client Bank - Having an established client bank, which is continually growing. Conducting regular reviews of clients financial circumstances.
Mobile - Office and home-based. Conducting client interviews at times and venues to suit.
Networking - Member of a BNI chapter. Continually expanding contacts in multiple industries.

Financial Assessment - Qualifying applicants to advise of their purchasing ability. Conducting detailed fact finds in order to establish budgets and affordability.
Sales and Advice - Advising on and selling regulated / unregulated mortgage and protection products. Selecting the most suitable product for clients' needs.
Sales Progression - Providing feedback to residential sales team in respect of progress to leads provided.
Results Focused and Highly Competitive -Ability to work to sales targets and KPIs.
Due Diligence - Numerate and detail conscious. Ensuring that a clients full financial history is accurately captured.
CeMAP Qualified (Level 3)

Financial Planning - Conducting a full financial review, addressing clients' savings and protection needs. Producing financial reports, and outlining decisions made based on customers needs and affordability.
Sales - Identifying new business opportunities. Coaching and developing staff to recognise potential business referrals in order to guarantee targets are met.
Risk Management - Delivering quality business that is compliant and profitable. Ensuring that business practices meet guidlines detailed in ICOB. Annual re-licensing in accordance with FCA requirements.
Marketing - Developing marketing strategies for Scottish Widows via direct and indirect marketing. This involves developing strategies, communicating plans and gaining agreement with senior management / staff. Providing an update as to the efficacy of recent marketing strategies.
Management - Coaching and developing colleagues to recognise potential business referrals. Conducting staff appraisals and encouraging creative ideas for maximising business.
Independent Work - Self motivated, ability to work with little or no supervision.

Relationship Management - Managing a large portfolio of international clients through building a rapport, gaining their trust and confidence. Presenting them with strategies for making their money work harder.
Inside Sales - Identifying further business opportunities, and referring clients to other specialists i.e. Wealth Managers, International Mortgage Advisors etc.
Problem Solving - Finding solutions to complex issues, such as multi-currency transactions and certifying foreign legal documents. Solving these issues in an efficient and timely manner.
Conflict Resolution - Keeping calm in both positive and negative situations, and using skills developed to find a peaceful resolution.
Time Management - Using time effectively, by prioritising a busy workload. Meeting deadlines through building strong relationships, creating solutions to a particular problem and making the client feel valued in the process.
Data Confidentiality - A broad understanding of data confidentiality issues, and the need for protecting sensitive information.

IT Skills - Knowledge and experience of utilising computers and related technology efficiently. Highly capable of using a variety of software packages for a range of functions i.e. Word, Excel, Powerpoint etc.
Information Management - Precise attention to detail. Collecting and managing information from multiple sources, and distributing that information to Underwriters, Risk Managers etc.
Organisation - Strong organisational skills, orderly and efficient. Practiced in collating information from multiple sources and composing highly detailed reports.
Flexibility - Thrives in a constantly changing environment. Ability to shift working behaviours to suit new tasks.
Teamwork - Collaborative worker, who works well with others using skills and providing constructive feedback. Educated to high level in group dynamics, and social interactions.
Office Work - Substantial experience of working within a busy office environment.

Education

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Psychology

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Psychosocial Studies

Skills

CeMAP Qualified | Self-employed | Mortgage and Protection Advisor