Experience

WISEONE Mortgages

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Protection Sales Manager

  • Feb 2022 - Present

  Leading the life insurance department, developing and revitalising the sales process. Managing a mix of life insurance advisors and administration team. Focusing on customer journey, sales process and customer care. Growing the team quickly to service quality leads and manage work load. Driving and leading the sales team to hit targets, compliance standards and be part of fantastic customer experience. Leading the life insurance department, developing and revitalising the sales process. Managing a mix of life insurance advisors and administration team. Focusing on customer journey, sales process and customer care. Growing the team quickly to service quality leads and manage work load. Driving and leading the sales team to hit targets, compliance standards and be part of fantastic customer experience.



Shepherds Friendly

• United Kingdom
• Financial Services
• 1 - 100 Employee

• • Jan 2018 - Dec 2020

  Managing, supporting and diversifying business revenue with a range of intermediaries. Raising brand awareness and profiling. Enhancing protection business through maximizing volume, product range and delivery. Implementing and creating procedures to control persistency/retention percentages within firms. Managed and delivered training on complaints, key accounts and problem solving.

• • Jun 2017 - Jan 2018

  Managing the distribution of the Society's products/services through authorised intermediaries. Maintained and developing existing relations with all Key Accounts. Recruiting new intermediary firms, directly authorised and IFAs. Building a portfolio of clients for the society.



KPMG UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Investment and Protection File Reviewer

  • Mar 2016 - Jan 2017

  Reviewing historic Investments and Protection Plans to ensure the advice was appropriate. Analysing information and creating a report based on file evidence. Contacting clients to establish their understanding on products and services through an in-depth fact find. Constructing a detailed report including compensation payments. Taking ownership of individual work which needed to be completed to a high standard and over performing to excel the nature of the contract. Reviewing historic Investments and Protection Plans to ensure the advice was appropriate. Analysing information and creating a report based on file evidence. Contacting clients to establish their understanding on products and services through an in-depth fact find. Constructing a detailed report including compensation payments. Taking ownership of individual work which needed to be completed to a high standard and over performing to excel the nature of the contract.



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Planning Consultant

  • Jan 2012 - Mar 2015

  A highly regulated role in the bank. Advising customers on their protection needs, through a face to face meeting. Having in depth conversations and making recommendations accordingly. Highly assertive and vigilant in report writing for customers with detailed recommendations on their personal circumstances. Managed time efficiently to allow for customer interviews, report writing, colleague support, telephony and self-development. Strengthened the Bancassurance activity in the branch and as part of the wider team. Working closely with mortgage advisors to support their own performance and referrals. Supported and coached Personal bankers with interview skills and direct approaches to customers. Show less