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.
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.
