David Golt

Financial Advisor at aFinancial - Openwork
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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Credentials

  • cii
    Financial Conduct Authority

Experience

  • aFinancial, mortgages made simple
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Aug 2009 - Present

      Finding the right mortgage is child's play with aFinancial. We are always looking for ways to reduce complexity and we have a process that is fast. Finding the right mortgage is child's play with aFinancial. We are always looking for ways to reduce complexity and we have a process that is fast.

  • HFC Bank (HSBC Group)
    • Department Manager
      • 2004 - 2009

      I worked my way up from an advisor on the phone, to running a team of up to 50 advisors and team managers. This role gave me vital telephone based service skills working as an advisor. I quickly became a leader of a small team and this gave me a broader picture of how to deal with customers seeking finance and insurance products. I also learnt some great people skills, by dealing with an excellent team of sales professionals along with a strong group of senior managers. I worked my way up from an advisor on the phone, to running a team of up to 50 advisors and team managers. This role gave me vital telephone based service skills working as an advisor. I quickly became a leader of a small team and this gave me a broader picture of how to deal with customers seeking finance and insurance products. I also learnt some great people skills, by dealing with an excellent team of sales professionals along with a strong group of senior managers.

  • Computer World
    • Computer Hardware
    • 100 - 200 Employee
    • Branch Manager/Assistant Manager
      • Apr 1999 - Mar 2004

      Provided excellent levels of customer service. Prospected for new clients. Shared and implemented new ideas and processes. Recognised for achieving outstanding personal and branch sales results. Turned round under performing stores in local area. Provided excellent levels of customer service. Prospected for new clients. Shared and implemented new ideas and processes. Recognised for achieving outstanding personal and branch sales results. Turned round under performing stores in local area.

  • Dixons Carphone
    • United Kingdom
    • Retail
    • 700 & Above Employee
    • Trainee Sales Manager/Sales Consultant
      • May 1997 - Apr 1999

      Performed general retail duties including merchandising, cash control and sales floor management. Worked towards personal sales goals. Performed general retail duties including merchandising, cash control and sales floor management. Worked towards personal sales goals.

Education

  • IFS School of Learning
    CeFA, Financial Planning and Services
    2008 - 2009
  • Bishop Challoner RC

Community

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