Experience

KBS Corporate - UK's No.1 in Business Sales

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Corporate Sales Executive

  • Feb 2023 - Present

  Contacting business owners to discuss the sale of their business, whether this be an outright sale or a phased exit, working in conjuction with UK acquirers, private equity firms and international acquirers. Utilising KBS's comprehensive inhouse CRM system Arranging appointments between business owners and KBS Corporate Directors once the business owner has realised their interest in selling. Providing a caring, thoughtful and thorough service to Clients, working with pace, professionalism to provide a first class customer experience. Show less



Fluent Money Ltd

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Insurance Financial Advisor

  • Feb 2021 - May 2021

  A result-driven insurance advisor who is responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. As an insurance advisor I spoke to client, completing a financial needs analysis, and present them with customized financial proposals. I then discussed the market insurance options that suit their needs. As a successful insurance advisor, I stayed up to date with the latest products and benefits and inform clients of these offerings. Ultimately, as a first class Insurance Advisor I offered specialised guidance and advice on areas of concern and empowered people to live better lives. Consistently outperforming peers whilst maintaining a level of world class service. Show less



PROsurance

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Lead Insurance Financial Advisor

  • Jun 2016 - Jan 2021

  Leading a team of 7 Insurance advisors whilst also being a first point of contact for any clients, new or existing, for any Insurance needs. Specialising in Life Insurance, Critical Illness Cover, Income Protection and Family Income Benefit. A result-driven insurance advisor who is responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. As an insurance advisor I spoke to client, completing a financial needs analysis, and present them with customized financial proposals. I then discussed the market insurance options that suit their needs. As a successful insurance advisor, I stayed up to date with the latest products and benefits and inform clients of these offerings. Ultimately, as a first class Insurance Advisor I offered specialised guidance and advice on areas of concern and empowered people to live better lives. Consistently outperforming peers whilst maintaining a level of world class service. Show less



E.ON

• Germany
• Utilities
• 700 & Above Employee

• Customer Service Team Lead

  • Jun 2010 - Apr 2016

  • Reduced internal demand by circa 10%. through the removal of waste and clear communication.• Increased first time resolution by 75% through coaching and training of relevant processes.• 8% reduction in call handling time through the innovation of new working processes and use of capability charts. • I was the lead in Prepayments Sales and Retention strategy and achieved a 11%+ yearly sales conversion in both cross sales, new acquisitions and retain against a departmental target of 9%.• Achieved market leading NPS with my team of +55% against the industry average of -19%.• Increased personal productivity of customer advisors to achieve KPIs through the delivery of clear objectives, measures and incentives and the understanding that every interaction is important, 92% advisors now achieving all measures YTD.• Reduction in absenteeism of 3% through effective application of the relevant policies• Delivered savings on budget of £250k through the enhancement of system processes. • Remapped all back office processes to ensure we are as efficient as possible reducing waste and only working value adding task. Helped with the removal of 1.5million waste tasks.• Won 2 customer service awards and 1 Safety, Health and Environment award as part of the Carbon Conversations project – also won the National front line customer service award for Caring Energy.• Consistently scored above 85% for my teams employee satisfaction in a very difficult changing environment. • I was the Prepayment lead for the people development strategy. I regularly ran development workshops for people who are looking to progress within the business. I also managed the floorwalkers and Lead Advisors to ensure they are maximizing their productivity and structure their day to day role. This included compliance, coaching and process improvements whilst also helping them to be perceived in the right way by enhancing their personal image. Show less

• Customer Service Advisor

  • Aug 2008 - Jun 2010

  Working specifically in the Staywarm department for our most vulnerable clients. This was a specific plan designed for people in later life so absolute care, empathy and consideration was key to each conversation. Throughout this role I was regularly used as a stand in for management to cover holidays, maternity etc whilst supporting with coaching new and existing staff, ensuring I consistently exceeded all metrics expected of me.