Experience

Broadbench Global Benefits

• Business Protection Consultant

  • Mar 2015 - Present

  As a Business Protection Consultant at Broadbench Global Benefits I specialise in business continuity and succession planning, asset protection and tax strategy. I assist organisations and individuals protect their business and wealth. Our service which includes business continuity and succession planning via the use of protection products is a key governance responsibility. Key Areas of Expertise• Shareholder Protection/Shareholders Agreements• Key Persons… As a Business Protection Consultant at Broadbench Global Benefits I specialise in business continuity and succession planning, asset protection and tax strategy. I assist organisations and individuals protect their business and wealth. Our service which includes business continuity and succession planning via the use of protection products is a key governance responsibility. Key Areas of Expertise• Shareholder Protection/Shareholders Agreements• Key Persons Protection• Relevant Life • Private Health Care• Executive Income Protection• Employee Benefits; Group Life and Health• Mitigation of Inheritance Tax Liability (IHT)• Trust Panning• Tax Planning and StrategyMy client profile: Companies, Directors, Key People, Contractors and High Net Worth individuals operating in the most challenging environments in the UK and internationally. Show more Show less



Health-on-Line

• United Kingdom
• Insurance
• 1 - 100 Employee

• Life Insurance Specialist

  • Jul 2013 - Mar 2015

  Health-on-line prides itself on the level of service and professionalism we offer to our customers. My role require's me to put customer needs at the heart of everything you do. I outbound call warm leads generated via the internet, using industry leading technology, with a view to providing first class level of service and support. Applying a refreshing approach to sales I am expected to build rapport with potential customers and demonstrate empathy when dealing with the sometimes sensitive… Health-on-line prides itself on the level of service and professionalism we offer to our customers. My role require's me to put customer needs at the heart of everything you do. I outbound call warm leads generated via the internet, using industry leading technology, with a view to providing first class level of service and support. Applying a refreshing approach to sales I am expected to build rapport with potential customers and demonstrate empathy when dealing with the sometimes sensitive subject of medical experiences. Show more Show less



Protect line Insurance

• Life Insurance Specialist

  • Apr 2011 - Jul 2013