Charlotte Alexander

Senior Financial Well-being Consultant (Scotland, Northern England and Northern Ireland Region) at Police Mutual
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Glasgow Area, UK
Languages
  • English Native or bilingual proficiency
  • French Limited working proficiency

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Experience

    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Senior Financial Well-being Consultant (Scotland, Northern England and Northern Ireland Region)
      • Jun 2019 - Present

      •Managing and supporting FWC team for North region towards achieving individual KPIs and team goals• Coaching and developing team members through training and ongoing mentoring • Working closely with Head of Partnerships to deliver over business goals for business area• Setting individual and team goals in line with business objectives• Performance monitoring • Ongoing reporting of team goals, performance and objectives

    • Financial Wellbeing Consultant
      • Sep 2017 - Jun 2019

      Key Responsibilities:• Deliver financial education and wellbeing presentations across Scotland and Northern Ireland to agreed standards• Take a proactive in generating input activity• Attend key events across territory educating, promoting and selling Police Mutual products• Update and maintain data and information on CRM

    • United Kingdom
    • IT Services and IT Consulting
    • 500 - 600 Employee
    • Sales Account Manager
      • Mar 2017 - Sep 2017

      Key Responsibilities: ​ • Managed full 360 sales cycle • Accurate sales forecasting and reporting • Created and delivered of compelling proposals for new and existing customers • Managed effective customer relationships to maximising account development opportunities • Attended networking events in order to generate more opportunities Key Responsibilities: ​ • Managed full 360 sales cycle • Accurate sales forecasting and reporting • Created and delivered of compelling proposals for new and existing customers • Managed effective customer relationships to maximising account development opportunities • Attended networking events in order to generate more opportunities

    • United Kingdom
    • Retail Office Equipment
    • 100 - 200 Employee
    • Commercial Solutions Consultant
      • Aug 2016 - Sep 2017

      Key Responsibilities: ​ • Managed full 360 sales cycle • Accurate sales forecasting and reporting • Created and delivered of compelling proposals for new and existing customers • Managed effective customer relationships to maximising account development opportunities • Attended networking events in order to generate more opportunities Key Responsibilities: ​ • Managed full 360 sales cycle • Accurate sales forecasting and reporting • Created and delivered of compelling proposals for new and existing customers • Managed effective customer relationships to maximising account development opportunities • Attended networking events in order to generate more opportunities

    • United States
    • Technology, Information and Internet
    • 700 & Above Employee
    • Senior Business Consultant and Travel Specialist
      • Apr 2016 - Aug 2016

      Key Responsibilities:• Managed full 360 sales cycle with a new business focus• Worked consultatively and strategically with business’ to create their own marketing plans and campaigns• Educated and trained customers on the website, customer access systems and presented findings of campaigns, reviewing long term business strategy as a result• Attended networking events generating more opportunities• Received consultative sales training including negotiation, presenting, account management Show less

    • Business Consultant
      • Jul 2015 - Jul 2016

      Key Responsibilities:• Managed full 360 sales cycle with a new business focus• Worked consultatively and strategically with business’ to create their own marketing plans and campaigns• Educated and trained customers on the website, customer access systems and presented findings of campaigns, reviewing long term business strategy as a result• Attended networking events generating more opportunities• Received consultative sales training including negotiation, presenting, account management Show less

    • United Kingdom
    • Staffing and Recruiting
    • 200 - 300 Employee
    • Business Development Executive
      • Aug 2014 - Jun 2015

      Key Responsibilities: • Managed full 360 sales cycle with a prime focus on new and existing business across Scotland and London (blue-chip organisations as well as SMEs) with success using social media and LinkedIn for which I then trained others • Trained graduates on relationship management, negotiation and presenting proposals/presentations • Led motivational team cold calling days • Worked closely with training team to educate and deliver presentations Key Responsibilities: • Managed full 360 sales cycle with a prime focus on new and existing business across Scotland and London (blue-chip organisations as well as SMEs) with success using social media and LinkedIn for which I then trained others • Trained graduates on relationship management, negotiation and presenting proposals/presentations • Led motivational team cold calling days • Worked closely with training team to educate and deliver presentations

    • Education Administration Programs
    • 1 - 100 Employee
    • Summer Institute for Outstanding Students in Education
      • Aug 2008 - Sep 2008

      I was selected as the only participant from Scotland for an esteemed Fulbright Summer Institute scholarship program. I attended lectures as well as cultural events. I planned and participated in a presentation to the Department of State in Washington DC. I was selected as the only participant from Scotland for an esteemed Fulbright Summer Institute scholarship program. I attended lectures as well as cultural events. I planned and participated in a presentation to the Department of State in Washington DC.

Education

  • Chartered Insurance Institute
    CF6 Mortgage Advice, Mortgage
    2022 - 2023
  • Chartered Insurance Institute
    Certificate In Financial Services, Certificate in Financial Services
    2020 - 2021
  • University of Strathclyde
    Bachelor's Degree, Primary Education
    2007 - 2011

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