Skilled in cultivating positive relationships with clients and colleagues, particularly adept at communicating with strong conviction and recognised expertise.
Experience of leading the marketing and sales of Mortgage and Protection products in multiple estate agents, building on an exemplary record of achievement in the financial services industry.
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.
