Experience

Canada Life Workplace

• United Kingdom
• Insurance
• 1 - 100 Employee

• Group Risk - Strategic Account Manager

  • Jul 2011 - Present

  Developing and maintain relationships with national Risk Benefits Consultants, tasked with acting on new business opportunities and provide support and technical guidance for on going business including scheme renewals/re-brokes. Offering end client support where necessary, provide training, attending benefit fairs and beauty parades to enhance new business sales and retention. Products include, Income Protection, Group Life, Critical Illness and selling Canada Life value proposition. Also includes multi national pooling and flexible benefits.

• Business Development Sales Manager (Secondment)

  • Oct 2010 - Jun 2011

  Sales Manager situated in the Bristol area, with the responsibility of 9 telephone based consultants, this involved, setting sales targets for individuals, training sales staff monitoring the team performance and motivating them to reach targets.Compiling and analysing sales figures, collecting customer feedback and market research, reporting back to senior managers and keeping up to date with products and competitors.

• Business Development Account Manager

  • Aug 2006 - Sep 2010

  Group Risk Account Manager situated in the Bristol area, responsible for 50 Financial Advisers and Employee Benefit consultants in the South East of England.Aim of the role to develop relationships with existing customers to secure new business and retain existing portfolios. Within this role I was required to attend regular meetings with consultants and financial advisers to discuss the products Canada Life can provide to their customers. Products covered, Group Life, Group Income Protection and Group Critical Illness.



RBS

• United Kingdom
• Banking
• 700 & Above Employee

• Retirement & Life Consultant

  • Jun 2000 - Jul 2006

  Initial role was within the administration environment for Group Personal Pensions SSAS, SIPP, Final Salary Pensions, Individual Bonds and Term Assurance. I worked for two consultants, compiling quotations and dealing with everyday queries direct from companies and individuals. In 2005 moved to the telephone based sales teams “retirementline” and “Lifeline” dealing with execution only business in respect of compulsory purchase annuities, Mortgage Protection, Level Term Assurance, Critical Illness and Income Protection. Following up leads passed from the Banking Branches across Britain responding directly to the public.



RSA

• Insurance
• 700 & Above Employee

• Pension Administrator

  • Jul 1997 - May 2000

  Administration team that worked predominately within the area of S226 Unit Linked and With Profit pensions. End to end processing, dealing with Financial Advisers and direct clients, calculating member pensions, tax free cash sums, switching funds. I also provided training and assisted less experienced members of the team. Administration team that worked predominately within the area of S226 Unit Linked and With Profit pensions. End to end processing, dealing with Financial Advisers and direct clients, calculating member pensions, tax free cash sums, switching funds. I also provided training and assisted less experienced members of the team.