Lynn Street DipFS CeMap

Financial Advisor at Optasia Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Southport, England, United Kingdom, GB

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • R06 - Financial Planning Practice
    Chartered Insurance Institute
    Apr, 2019
    - Nov, 2024
  • R05 - Financial Protection
    Chartered Insurance Institute
    Feb, 2019
    - Nov, 2024
  • R04 - Pensions and Retirement Planning
    Chartered Insurance Institute
    Oct, 2018
    - Nov, 2024
  • R02 - Investment Principles and Risk
    Chartered Insurance Institute
    Aug, 2018
    - Nov, 2024
  • R03 - Personal Taxation
    Chartered Insurance Institute
    May, 2018
    - Nov, 2024
  • R01 - Financial Services, Regulation and Ethics
    Chartered Insurance Institute
    Mar, 2018
    - Nov, 2024

Experience

  • Optasia Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Dec 2018 - Present

      Financial Adviser and the Senior Mortgage and Protection Adviser

    • Senior Mortgage and Protection Adviser
      • Sep 2015 - Present

  • Hunter Mills Limited
    • Mortgage, Insurance and Protection Adviser
      • Apr 2014 - Sep 2015

      Mortgage, protection and insurance adviser Mortgage, protection and insurance adviser

  • Paymentshield
    • Key Accounts TBDM
      • Jan 2013 - Apr 2014

  • County Insurance Consultants
    • Insurance Sales Advisor
      • Apr 2011 - Jan 2013

      I worked within a team of specialised insurance advisors dealing with incoming email and telephone requests for quotations. Exceeded all sales targets whilst maintaining an excellent conversion rate. Promoted to the renewal & retention team where I again exceeded expectations. High % of policies retained as well as still hitting a high level of new business. I worked within a team of specialised insurance advisors dealing with incoming email and telephone requests for quotations. Exceeded all sales targets whilst maintaining an excellent conversion rate. Promoted to the renewal & retention team where I again exceeded expectations. High % of policies retained as well as still hitting a high level of new business.

  • Paymentshield
    • United Kingdom
    • Insurance
    • 100 - 200 Employee
    • Telephone Account Manager
      • Oct 2009 - Apr 2010

      I managed a panel of 1000+ companies of A/R's promoting Paymentshields General Insurance proposition. I offered support and assistance to my brokers to maximise sales, help to realise opportunities available and offer assistance with developing business plans to target these opportunities. I managed a helpdesk dealing with policy and underwriting queries and I also provided telephone training for software used when quoting Paymentshields products.

    • Lending and Protection Business Development Manager
      • Feb 2008 - Oct 2009

      Managing a panel of 1000+ DA advisors and offering Paymentshield's Mortgage Club services as a payment route for Procuration Fees. Also recommending preferred partners for conveyance services, debt management and loans. Managing a helpdesk offering information on Lenders products and sourcing systems.

    • Finance Officer
      • Jun 2007 - Feb 2008

      Processing commission statements in relation to procuration fees. Balancing statements and performing commission runs. Also liasing with the Lenders and other departments within the company when any discrepancies arose.

Community

You need to have a working account to view this content. Click here to join now