John Porter

Regional Business Development Manager at Age UK Enterprises Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Preston Area, UK

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Credentials

  • RO1, RO2 and RO4 Financial Planning Certificate
    Ofqual
    May, 2011
    - Nov, 2024
  • Certificate in Mortgage Advice and Practice (CeMAP)
    Ofqual
    Feb, 1992
    - Nov, 2024

Experience

  • Age Co
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Regional Business Development Manager
      • Jun 2012 - Present

      Design high-level business strategy to mitigate risks and achieve maximum revenue across Midlands, North West of England, North Wales, and Northern Ireland. Spearhead board meetings to describe and implement improvement ideas for planning and delivery. Hire talented employees in company, including new Insurance Supervisors and Arrangers. Provide exceptional customer service that resulted in successful customer outcomes and avoid potential customer detriment. Foster strong working relations with CEOs of the charity to improve business productivity. Enhance personal capabilities of staff through high-level training programmes. Key Accomplishments:  Achieved highest network sales performance in general insurance commission V forecast, 110% above the annual plan.  Gained regional sales target by providing leadership, defining best practices, and evaluating performance, including sale of insurance products, funeral plans, equity release, and independent living product.  Perform FCA 1st line supervision within region while ensuring regulatory compliance and T and C requirements. Show less

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Regional Insurance Sales Manager
      • Aug 2006 - May 2012

      Managed full delivery of agreed annual operating plan for life protection, pension and investment products, as well as and General Insurance in the North West and Northern Ireland regions of HSBC. Provided operational excellence across retail, finance, pipeline management, specialist MI reporting, lead generation and networking, premier, and IFA sales channels to obtain organisational goals. Acted as an active ambassador for a need based selling culture offering the best customer experience. Key Accomplishments:  Introduced and executed general insurance as a successful F2F sale process across retail banking network with an average of 135% to commission.  Maximised profitability and average case size of insurance related sales. Played a key role in improving the persistency rates of frontline staff. Show less

  • Cheshire Building Society
    • Financial Services
    • 1 - 100 Employee
    • Area Sales Manager
      • Feb 1992 - Jul 2006

      Held responsibility for the sales performance and profitability of 15 Building Society branches in the Lancashire and Greater Manchester areas. Performed as the line manager for 14 retail Branch Managers and 7 Financial Consultants. Dealt with mortgage consultants within the branches. Delivered the best customer service experience and maintained operational compliance. Key Accomplishments:  The top performing area across all sales KPI’s for 3 consecutive years  Delivered record-breaking new lending targets, at the same time as reducing arrears by 20% below the Cheshire Building Society average.  Achieved highest staff engagement percentage in the network. (Annual staff survey)  Recorded record numbers of 100% external Mystery Shopping results across the network Show less

  • G A Property Services
    • Lancashire
    • Financial Services Manager
      • Feb 1989 - Jan 1992

      • Achievement of Mortgage and Financial service sales targets across 5 Estate Agency offices • Achievement of Mortgage and Financial service sales targets across 5 Estate Agency offices

Education

  • University of Liverpool
    2:1, Political Theory and Institutions
    1983 - 1986

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