Experience

Tatton Investment Management Limited

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Business Development Director

  • Nov 2016 - Present

  Nottingham, United Kingdom I am responsible for business development across the Central part of the UK. We provide Model Portfolio Services to Advisers as their Centralised Investment Proposition. Tatton are a multi award winning MPS that provides options across all risk profiles and investment options including active managed, tracker, income and ethical solutions at a market leading price of 0.15% pa including VAT.



Just Group plc

• United Kingdom
• Financial Services
• 700 & Above Employee

• Director, Development, Intermediary Sales

  • Jan 2011 - Nov 2016

  Reigate, Surrey and throughout the UK Responsibilities • Creation, management and delivery of sales messages and associated marketing activity through maintaining collaborative relationships with product and marketing teams and coaching these to the sales team. • Line management of Specialist Equity Release sales managers, empowering them and setting the strategy. • Driving market growth (Equity Release) and new product launches (Fixed Term Annuity and Long Term care) through the sales team and leading on the development… Show more Responsibilities • Creation, management and delivery of sales messages and associated marketing activity through maintaining collaborative relationships with product and marketing teams and coaching these to the sales team. • Line management of Specialist Equity Release sales managers, empowering them and setting the strategy. • Driving market growth (Equity Release) and new product launches (Fixed Term Annuity and Long Term care) through the sales team and leading on the development and delivery of sales messages to the intermediary market through field activity throughout the UK. Achievements • Successful launch of Fixed Term Annuity delivering £100m in sales from a standing start. Embedded the product in the sales process of the account managers through an ongoing coaching programme, leading to repeat sales. • Secured growth of advisers recommending Equity Release through the creation of a successful on-going mentoring programme delivering £350m+ in sales, supported by one to one activity and a workshop programme. • Grew employee engagement as employee engagement Champion for Marketing and Distribution Division, from 2011-2013 by leading and empowering a team of employee reps to encourage greater levels of manager to employee and employee to manager communication. Achieved highest employee engagement scores in the company which secured Sunday Times top 100 Best Companies to work for awards. • Created and developed a webinar programme of key sales messages to bi – monthly broadcasts, over five years, wrote the content and delivered it, regularly achieving audiences of 400+. • Created drawdown review tool kit and drove the positioning of annuities into the at retirement market at older ages to demonstrate their value as people age in drawdown in order to widen their appeal. • Represented Just Retirement at Sri Lanka v England Test match in Galle, Sri Lanka, as an ambassador for the brand and presenting the man of the match award live on Sky Sports TV. Show less



Living Time

• National Sales Manager/Head of Sales Development

  • Jul 2009 - Jan 2011

  Reading, United Kingdom and throughout the UK Responsibilities – Reporting to the Sales Director • Management, recruitment and coaching of the UK nationwide sales team of 10 Account Directors with four days a week of accompanied sales calls to help develop the delivery of their sales message, plan and implement their sales strategy across their panels. • Design and ongoing operation of T&C programme to ensure ongoing competence and knowledge levels. • Drove the development of the sales message and sales strategy for the fixed… Show more Responsibilities – Reporting to the Sales Director • Management, recruitment and coaching of the UK nationwide sales team of 10 Account Directors with four days a week of accompanied sales calls to help develop the delivery of their sales message, plan and implement their sales strategy across their panels. • Design and ongoing operation of T&C programme to ensure ongoing competence and knowledge levels. • Drove the development of the sales message and sales strategy for the fixed term annuity proposition positioning it as retirement provider for the primetime retirement years of 60-75. Achievements • Developed and delivered a new and highly consultative sales process to embed Living Time and the concept of Fixed Term annuities in the IFA advice process through the creation of an at retirement questionnaire and retirement options report developed in collaboration with advisers. • Delivered sales volumes of £200m through a sales process where field based Account Directors worked in collaboration with an office based sales team. • Created the identity of Living Time as a “Primetime Retirement Provider” and a clear alternative drawdown strategy for those wanting to keep control of their pension fund, but not expose it to market risk. • Built and developed the suite of sales message material and designed and presented key sales messages on the web, regularly evolving the message and coaching the sales team in its delivery. • Secured best third way provider from Professional Adviser and the 5 Star Service award from Financial Adviser as recognition of the success of the sales team. Show less



The Hartford

• United States
• Financial Services
• 700 & Above Employee

• Development Director

  • Jan 2007 - Jul 2009

  London, United Kingdom and throughout the UK Senior Sales Leadership role to develop our people, our sales strategy and our sales message in relation to the retirement income planning, investment and estate planning markets. The key conduit for Sales with the Marketing and product development functions. Reporting to The MD of Sales. • Initially recruited into the pivotal role of Divisional Sales Manager, Advanced Solutions (Pensions and Estate Planning) to recruit and develop a team of specialist sales people to mentor, coach and… Show more Senior Sales Leadership role to develop our people, our sales strategy and our sales message in relation to the retirement income planning, investment and estate planning markets. The key conduit for Sales with the Marketing and product development functions. Reporting to The MD of Sales. • Initially recruited into the pivotal role of Divisional Sales Manager, Advanced Solutions (Pensions and Estate Planning) to recruit and develop a team of specialist sales people to mentor, coach and develop the confidence and competence of the Sales Consultants in the advanced areas of financial planning, focusing initially on Pensions with the UK launch of a highly innovative new pensions proposition (see further details below). • Key member of senior sales and distribution management team and essential role in the development of the sales of our pensions product through the pre launch period and into a very successful post launch period culminating in the delivery of in excess of £700m of new premium income in 2008 and business growth of 450% from January 2007 as evidenced by achieving a top 5 position income Drawdown market in Q4 2008 from a standing start in April 2007. • Recognised through the presentation of The Hartford Chairman’s Award in 2008 as the sales leader of the Retirement product launch success that has resulted in significant early stage market share for The Hartford’s UK pension products. Show less



Prudential UK

• United Kingdom
• Financial Services
• 700 & Above Employee

• Regional Sales Manager

  • May 2005 - Jan 2007

  From Norwich to South Wales • Employed to Recruit and Manage a newly created Regional Sales Team of 6 Account Managers in a Region covering The East and West Midlands (stretching South to the M25), East Anglia and South Wales. Immediate priority to recruit 4 new Account Managers and develop the 6 individuals into an effective team. • Regular and experienced Seminar Presenter leading and undertaking Region wide roadshows to Intermediaries. • Facilitator and training co-coordinator for SIPP launch in 2006… Show more • Employed to Recruit and Manage a newly created Regional Sales Team of 6 Account Managers in a Region covering The East and West Midlands (stretching South to the M25), East Anglia and South Wales. Immediate priority to recruit 4 new Account Managers and develop the 6 individuals into an effective team. • Regular and experienced Seminar Presenter leading and undertaking Region wide roadshows to Intermediaries. • Facilitator and training co-coordinator for SIPP launch in 2006. Pensions Product Sales Management Champion. Show less



BENSON MCGARVEY LIMITED

• United Kingdom
• Financial Services

• Financial Planning Manager

  • Sep 2003 - May 2005

  Nottingham, United Kingdom Joined the firm as an Appointed Representative based in Bristol and relocated to Nottingham in March 2004 to take up role as IFA with job title of Financial Planning Manager. Responsible for helping to grow Professional Connections and developing a Marketing Strategy • Regular and experienced Seminar Presenter • Regular media work including: • Author of two local newspaper weekly money columns in Lincolnshire Echo and Bristol Evening Post • Regular columnist in Sunday Express… Show more Joined the firm as an Appointed Representative based in Bristol and relocated to Nottingham in March 2004 to take up role as IFA with job title of Financial Planning Manager. Responsible for helping to grow Professional Connections and developing a Marketing Strategy • Regular and experienced Seminar Presenter • Regular media work including: • Author of two local newspaper weekly money columns in Lincolnshire Echo and Bristol Evening Post • Regular columnist in Sunday Express Cash Clinic and other National Newspapers • Frequent commentator in the Trade Press (Financial Adviser, Investment Week). • Local radio campaign to promote the concept of independent financial advice broadcast on 8 local radio stations Show less



Abbey

• Banking
• 300 - 400 Employee

• Regional Sales Manager Scottish Mutual (Abbey For Intermediaries)

  • Jan 2002 - Sep 2003

  Bristol, United Kingdom Regional Sales Manager for the Southwest based in Bristol, my home town. Our business re branded from Scottish Mutual (which was part of the Abbey for Intermediaries group). We increased our product offering to include James Hay as well as Scottish Mutual and scottish provident products I left in September 2003 after 7 great years to experience life as an IFA.



Scottish Mutual

• Regional Sales Manager

  • Nov 1998 - Jan 2002

  Bristol, United Kingdom Managing a team of 10-13 Sales Consultants, Investment and Pension Specialists and 12 Sales Support Staff, including Sales Support Manager • Successfully managed the integration of Scottish Provident into sales team in 2001 • Responsible for achievement of target in excess of £200 million of new premium income in 2000. • Covering the South West of England, from mid Wales to Devon and Cornwall,

• Senior Consultant

  • Jun 1996 - Nov 1998

  Manchester, United Kingdom Achieved No 1 status, nationally for volume of business in 1997 out of 100 plus Consultants • 259% of target £49.3m production , Very Significant Bonus Earnings • Top achievers sales conventions for 97 and 98 business production • Regular Seminar presenter • Active member of LIA, presenting at Regional meetings on many occasions



Sun Life Broker Services

• Senior Consultant

  • Nov 1986 - Jun 1996

  Manchester, United Kingdom and Nottingham Won regular Achievement Awards for volume of business, qualifying for 1810 Club top achievers overseas convention every year from 1990 to 1996 • Consistent top 10 business producer ranging from 3rd to 7th, nationally out of 150 to 200 Consultants • Regular Seminar presenter and involved in employee forum to design and implement new bonus structure • Member of working group tasked with redefining skills sets and attributes of successful Consultants.