Head of Internal Sales

• Jan 2023 - Present

Area Sales Manager

• Nov 2018 - Jan 2023

Business Development Manager

• Aug 2014 - Oct 2018

As a Business Development Manager I look after financial advisers splitting my time between being office and field based. Octopus Investments is not your typical financial services company. We want to change the world of finance for the better, with simple, jargon-free solutions. Our products don’t just help real people solve real financial problems, they also make a positive impact on the world around us. Over the last sixteen years we have become one of the UK's leading providers of Inheritance Tax (IHT) solutions, Venture Capital trusts (VCT) and Multi Manager funds. We are also active in the peer-to-peer lending market through Octopus Choice, as well as the savings market through Octopus Cash. Octopus Investments is part of the Octopus Group, which seeks to improve the lives of millions of people by transforming the industries we operate in. The Octopus Group incorporates Octopus Energy, Octopus Healthcare, Octopus Investments, Octopus Property, Octopus Ventures and Octopus Labs. I am responsible for developing relationships with Financial Intermediaries, understanding their clients' investment objectives and providing planning ideas to ensure they are met. I balance my time between running face to face meetings, presentations, client meetings, webinars and events http://www.octopusinvestments.com/ jrochfort@octopusinvestments.com Show less

Sales Executive - Intermediary Clients

• Feb 2013 - Aug 2014

Distribution Technology is the leading provider of financial planning and practice management technology for wealth advisers today. Over 3,000 advisers from more than 200 firms use DT’s Dynamic Planner each month to profile, plan and manage their clients. DT has the most widely used investment risk profiling process in the industry with over £50bn of assets from more than 50 managers either run with reference to DT’s asset model or profiled against its risk profiles. For a look at Dynamic Planner in action please see our youtube channel - http://www.youtube.com/user/DynamicPlanner http://www1.distribution-technology.com/about-us/ Show less

Regional Sales Manager

• Sep 2012 - Feb 2013

Student

• Sep 2008 - Jul 2012

I am a Psychology graduate from the University of Exeter. I possess excellent written and oral communication skills. I am good at working with people, demonstrated through my previous employment which involved dealing with members of the public on a day to day basis including dealing with complaints. This experience has taught me how to deal with customers in a helpful and professional manner. I have completed the Duke of Edinburgh expedition at gold level. Here I learned how to work well as part of a team whilst taking on individual responsibility. I have experience of leading and organising events as well as being heavily involved with various societies at University such as being part of the University’s media XTV and the International Society. Show less

Fundraiser for The University of Exeter’s Thelon scheme

• Sep 2010 - Dec 2010

My roles included contacting Exeter alumni and gathering information about what they have done since University and gathering feedback from them about their time at The University of Exeter. I also informed them about current University projects which they may be interested in being a part of. I was also responsible for taking large credit card donations over the telephone.

Fundraiser for Home Fund Raising

• May 2011 - Sep 2011

The role included being an ambassador for a number of charity organisations and interacting with members of the public on a door to door basis informing them about the work carried out by the organisation and inspiring people to support their work. The role included being an ambassador for a number of charity organisations and interacting with members of the public on a door to door basis informing them about the work carried out by the organisation and inspiring people to support their work.

Administrative Transport Officer for Gloucestershire County Council

• Jun 2008 - Dec 2010

My roles included dealing with administrative data, sharing and corroborating information within the organisation and outside contractors. Processing information involving criminal record background checks and home to school transport applications. This included handling sensitive and confidential data and dealing with issues regarding vulnerable children. I also spoke to members of the public and transport operators via telephone on a day to day basis. I was also responsible for dealing with customer complaints and taking large credit card payments over the phone. I was also involved with publicity and promotions representing the Council at a transport convention. Show less