Experience

The Actuary Group

• United Kingdom
• Staffing and Recruiting
• 1 - 100 Employee

• Founder and Managing Director

  • Mar 2021 - Present

  The Actuary Group (TAG) was created by experienced industry insiders to deliver highly focused recruitment solutions to the financial services sector. TAG brings particular expertise and insights in search and selection to underserved areas including key functions such as actuarial, reinsurance and underwriting. By leveraging proven methodologies and powerful technology we find professionals who meet the needs of the most demanding clients. Our expertise is in providing executive search solutions for mid to C-suite level appointments in financial services. We bring specialist insights and offer a particular emphasis on niche markets that are not well served by traditional recruiters. Clients recognise that these areas require deep and broad market knowledge to make appointments that have the required impact. We can provide strategic advice and consultancy support, as well as delivering search and selection capabilities across critical business functions:- Actuarial - Advisory/broking services- Reinsurance - Sales/Distribution- Underwriting- Wealth ManagementClients and candidates please get in touch:T: +44 (0) 1273 311 243E: info@theactuarygroup.comW: www.theactuarygroup.com



Rightsteps

• Professional Training and Coaching
• 1 - 100 Employee

• Commercial Development Director

  • Apr 2020 - Mar 2021

  - Successfully led and managed the design, negotiation and implementation of Rightsteps' groundbreaking collaboration with the Association of British Insurers (ABI). - The project has effectively harnessed and monetised Rightsteps' and parent company Turning Point's, unique mental health intellectual property in the insurance market. Creating and delivering the industry recognised standard, CII accredited, benchmark mental health training program across all of the ABI's 250+ member firms and their staff. - Be the single point of contact charged with developing close relationships with the UK's largest employee benefit consultancies. Conceive and start projects to integrate and monetise the Rightsteps product and intellectual property into their employee benefits portals and service offerings.



Vitality Group Inc.

• United States
• Wellness and Fitness Services
• 300 - 400 Employee

• Strategic Partnerships Manager

  • Jul 2018 - Apr 2020

  Working in a field based role with a national remit within the life division of the UK subsidiary of one of the largest global insurers with an award winning product suite. Solely responsible for hunting for, uncovering, negotiating and transacting exclusive distribution deals with the largest insurance brokerages and networks in the UK across multiple product lines including protection and investments. Increasing the market share of the company’s niche single-tied distribution channel by engaging with high quality strategic partners in line with the profitability and risk profile required by the company’s exec committee.Key responsibilities:• Liaising with internal account holders to make sure they are kept abreast of proposition developments and then able to identify and refer appropriate opportunities for me to engage with.• Analysis and manipulation of key management information in order to identify key prospects that fit a clearly defined partner profile for approach.• Uncovering and prospecting potential distribution partnerships that are outside the company’s current distribution network within the insurance sector, as well as opportunities that operate outside the company’s usual markets.• Meeting, pitching and closing firm principles and decision makers, selling the benefits to their business of working exclusively with Vitality, rather than as a whole of market broker or with a competitor.• Designing and fulfilling the short and long term strategic framework for the strategic partnerships distribution channel within the business.• Understand competitor activity and the broader financial services industry, to ascertain how to change, adapt and recommend options to improve and protect Vitality’s competitive position and the single-tied proposition.



OneFamily

• United States
• Individual and Family Services
• 1 - 100 Employee

• National Account Manager

  • Sep 2017 - Jul 2018

  Working in a field based role with a national remit within the growth division of one of the largest mutual insurers in the UK. Devising high-level and granular strategy, to maximise new business opportunities with existing and new key accounts and intermediary partners across appropriate growth business lines, Protection and Lifetime Mortgages. Prospect and develop new accounts, recommending courses of action to exceed sales targets and increase business appropriately in line with the Society’s appetite for risk.Key responsibilities:• Be the main contact for agreed business producing accounts across all agreed product lines and work to drive those relationships forward increasing business levels whilst constantly monitoring the risk of such business.• Working closely with the company exec group to report, monitor and analyse key information. Understanding financial dynamics and how to maximise commercial value to both our business partners and OneFamily.• Conduct face to face meetings with top tier intermediary accounts with a business focus and tangible outcomes for both parties. Liaise with key internal stakeholders to organise resources to successfully deliver training events, network events, industry seminars and webinars.



Partnership

• Architecture and Planning
• 1 - 100 Employee

• Business Development Manager - Bulk Annuities

  • Aug 2014 - Feb 2017

  Working in a field based role within the retirement sales division of a FTSE listed insurance company, a market leader in providing financial solutions for people in ill health. Increasing Partnership’s sales and market-share through the development and maintenance of senior level relationships with the largest Employee Benefit Consultants (EBCs) in the UK. Managing a pipeline of bulk annuity transactions and delivering agreed financial targets by successfully negotiating and executing new deals.Key responsibilities:• Formulating, implementing and reviewing high-level and account specific plans to deliver business objectives aligned with agreed performance standards.• Establish and maintain strong relationships with identified key individuals in target accounts, with a view to developing sales and campaign proposals to broaden Partnership’s distribution footprint.• To plan and co-ordinate resources and marshal these to meet financial objectives through face to face, telephone, direct mail, email and event campaigns.• To represent Partnership in external meetings with EBCs, financial advisers, legal professionals, professional trustees and others, ensuring all key external parties are kept abreast of Partnership proposition developments.• To work closely with the Director of Defined Benefits Solutions to develop and implement the company’s strategy for defined benefit de-risking.• To maintain a strategic awareness of developments within the company and the wider financial services and insurance markets. To manage my own competence and personal development and act as a subject matter expert to support and train others within the company.

• Key Account Manager

  • Sep 2013 - Aug 2014

  Working in a field based role providing face to face support and increasing Partnership’s sales and market-share through the development and maintenance of professional, multi-level business relationships with a panel of Partnership’s top 100 key regional and national IFA firms. Key responsibilities:• To widen the Partnership brand by securing new business through new and existing independent financial adviser (IFA) channels by selling all retail products offered by Partnership, including long-term care annuities, retirement annuities, equity release and protection, whilst introducing new concepts to the IFA market.• Liaise with my panel firms both centrally at network level and regionally with top writers around the country, positioning Partnership not only as a product provider but as a valued business partner.• Be actively involved in designing, fulfilling and participating in strategic distribution agreements made with national IFA networks and service providers.• My previous telephone based roles at the company had a similar remit, only working on developing larger panels of IFA accounts of lesser importance.

• Various - Sales & Campaign Manager - Telephone Account Manager

  • Apr 2012 - Sep 2013

  - Working in the retirement sales division of the company, developing large nationwide panels of high-end regional and network IFA firms.- Attending network and industry trade events to network with IFAs.



Sequence UK Ltd incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown

• United Kingdom
• Real Estate
• 700 & Above Employee

• Mortgage Services Consultant

  • Sep 2010 - Apr 2012

  Working as a financial advisor within the second largest and most profitable corporate estate agency in the UK with an award winning financial services proposition. Key responsibilities:• Manage and train branch negotiators to deliver the required number of leads from the incoming opportunities, in order to generate a fully qualified pipeline of business.• Creating bespoke financial packages for my clients including mortgages, life insurance, critical illness insurance and income protection. • Manage my own time effectively to see the targeted amount of first appointments and sign up appointments. Achievements• From a standing start banked over £50,000 for the company in 2011. • After Q1 of 2011 I was rewarded for a great start by being given a flagship office within the area, which went on to be within the top 5 for banking’s in the south of England.• Achieved my first monetary promotion by the end of Q2 2011 for banking over £15,000 in a 3 month period.