Experience

Alexander Hall

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Protection Team Manager

  • Nov 2021 - Present

• Associate Director

  • Sep 2018 - Present

• Protection Adviser

  • Sep 2018 - Dec 2021



LifeSearch

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Financial Insurance & Protection Adviser CII - RO5 Financial Protection Qualified

  • Nov 2013 - Jun 2018



Baigrie Davies & Company Limited

• London, United Kingdom

• Senior Financial Insurance & Protection Adviser CII - RO5 Financial Protection Qualified

  • Nov 2009 - Nov 2013

  CII - RO5 Financial Protection Qualified My role is to act as an intermediary between clients and insurance companies. Clients may be either individuals or commercial businesses and organisations. I must use my in-depth knowledge of risks and the insurance market to find and arrange suitable insurance policies. I operate completely independently and offer products from over 40 insurers to ensure that the client gets the best service and advice. CII - RO5 Financial Protection Qualified My role is to act as an intermediary between clients and insurance companies. Clients may be either individuals or commercial businesses and organisations. I must use my in-depth knowledge of risks and the insurance market to find and arrange suitable insurance policies. I operate completely independently and offer products from over 40 insurers to ensure that the client gets the best service and advice.



Central Trust

• Watford, United Kingdom

• Sales Team Manager

  • Dec 2005 - Nov 2009

  - The managing and support of 12 Mortgage Account Manager ensuring monthly commission targets and profit margins were met. - Performance forecasting – as the Team manager I would have to present a profit forecasting on a quarterly basis, I would present this in the form of a power point presentation, using excel spreadsheets to the board of directors, with an out line as to how I would achieve this Target. - Budget management & authorizing cheque sign offs – in order to maximize monthly profit, I would be responsible for requesting the Team’s monthly budget (from senior management) and ensuring the funding for processing costs were maintained and did not go over budget. As the team manager I had full control of cheque sign offs. - Performance Meetings - Gave me the opportunity to download new information and receive feedback from the team. Most importantly, daily results give the Team a chance to focus on their targets. - Personal Development Plans & Training session: I would always have an eye on Key Performance indicators using reporting systems. I could offer further guidance to individuals struggling in certain areas. I could concentrate individuals on certain target areas & look to improve them within a specified time frame. - Recruitment & interviewing – I was responsible for maintaining the staff level within my team, I would review applications and conduct formal interviews in order to assess if the relevant candidate would be successful within my team.



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Business Development Manager

  • Sep 2004 - Dec 2005

  - B2B calling, this involved generating interest & sales for the company’s Car finance product to car dealerships across the UK. - Relaying expertise and knowledge to my clients regarding the products being offered, - Checking eligibility and providing Insurance Products whilst remaining fully compliant with Financial Service Authority Regulations. - Working to quarterly targets where client conversion and Insurance penetration was constantly monitored. - Business Retention, maintaining the companies existing client base by providing Customer Service skills and understanding the clients needs.