Protection Specialist

• Oct 2022 - Present

Genesis Protection Services are passionate about providing quality education on all your protection needs. Currently primarily working within the Armed Forces, we understand comprehensively what every member of the Armed Forces and their families need due to their differing commitments throughout the world. We work closely with several forces charities and also employ veterans throughout the UK. Having just received the Bronze Award through the Armed Forces Covenant we are proud to continue protecting and serving those who represent the UK. Show less

Senior Protection Adviser

• Jan 2022 - Oct 2022

Clear Planning was founded in 2017 as it saw a space in the market for a company that delivers complete, conscientious financial advice. At the forefront of our values is the want to provide a personable approach with a focus around the customer's needs. Second to this is the need to combine modern technology with the customer's needs. The modern age has encouraged society to become highly driven by digital marketing and its easy for companies to forget that the customer is central. Therefore, by making the customer central to any product and combining digital marketing effectively, we can ensure that the customer will feel confident in their decisions and fully understand any agreement they may enter into without getting lost in the digital minefield of information. Every customer has a different personality and a different need which is why we take time to get to know each and every customer. The ethos of it's a numbers game simply does not fit with our values. At Clear Planning I will get to know you, your circumstances, what’s important to you - and then provide unbiased, impartial advice for your financial future. I believe our conversations with my clients are the cornerstone of success. Show less

Senior Sales Executive

• Oct 2019 - Jul 2021

I specialised in life insurance, critical illness and income protection. I offered an advise service approach within this role. The majority of people were not aware of the different protection options available and what they do. I was proud to be advising families to make a difference at the most difficult times in there lives. A personal achievement was succeeding my previous years banking’s with a total in 2020 of £750k. I specialised in life insurance, critical illness and income protection. I offered an advise service approach within this role. The majority of people were not aware of the different protection options available and what they do. I was proud to be advising families to make a difference at the most difficult times in there lives. A personal achievement was succeeding my previous years banking’s with a total in 2020 of £750k.

Sales Executive

• Jan 2019 - Oct 2020

Senior Sales Executive

• May 2016 - Sep 2018

Reassured Ltd is one of the UK's largest Life Insurance brokers specializing in helping you find the cheapest cover for your loved ones and your home. We search from a range of leading insurance companies such as Legal and General , Zurich , LV , Pru Protect , Aviva and Ageas to name but a few which means that you can be assured that we will find you the cheapest product to suit your needs. Duties and Responsibilities: Contacting customers by telephone on receipt of internet generated leads Overcoming customer objections and selling the benefits of our services over our competitors Fact finding, qualification and maximising sales in line with our sales process Ensuring a high retention rate and outstanding compliance record Maintaining our CRM ensuring total compliance with Data Protection Act and industry regulations Learning and retaining detailed product knowledge I was awarded Sales Person of the year in 2017 after banking in the region of £500k. Show less

Team Supervisor

• Aug 2013 - May 2016

Regularly hit and exceeded all sales targets set in a fast paced, outbound and inbound call centre. Showed strict attention to detail throughout, always meeting Financial Conduct Authority standards. Responsible for selling all insurance products that Be Wiser offered including Motor, Home,Travel and Business Insurance. Responsible for effective lead generation and account management to effectively plan for upcoming renewals and additional policies in the household. Responsible for up-selling on all products sold from RAC upgrades to Excess protection plans. Show less

Assistant

• Feb 2012 - Aug 2013

Assistant

• Sep 2011 - Feb 2012