Experience

Q Mortgages

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Director

  • Apr 2020 - Present

  Mortagage and Protection Adviser Mortagage and Protection Adviser



Access Financial Services

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • Sep 2019 - Apr 2020

  Key Responsibilities:-New client relationships focusing on property developers and investors-Strategy partnerships through property agents -Referral and Introductory agreements with solicitors and accountants -New lender relationships for development and short term finance-New broker mentoring including file assessments

• Mortgage and Protection Adviser

  • Dec 2018 - Sep 2019

  Key responsibilities: -Mortgage and Protection advise-Development finance-Bridging loans-Portfolio assessments-Protection reviews-Attending property events as a platinum partner



Affinity First Ltd.

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Salary Protection Consultant

  • Jul 2017 - Dec 2018

  KEY RESPONSIBILITIES & ACHIEVEMENTS  Visited schools to highlight concerns of Teachers suffering long term sickness and financial hardship as a result.  Promoted the sales of a salary protection plan and encouraged Teachers to book an appointment for further follow up.  Understood client requirements and provided appropriate advice and guidance the range of products available.  Worked through plans on a 1-2-1 basis via home visits, at school or during online consultations.  Ensured dealings with clients were in accordance with best practice and FCA regulations. Show less



Barbour Product Search

• United Kingdom
• Construction
• 1 - 100 Employee

• Area Sales Manager

  • Sep 2016 - Feb 2017

  KEY RESPONSIBILITIES & ACHIEVEMENTS  Developed business opportunities by adopting a consultative approach and successfully provided detailed information on marketing and advertising packages to manufacturers / service providers within the construction industry.  Engaged with key decision makers and drove sales revenues to meet all targets / KPIs set by management teams.  Managed leads and followed up new business opportunities to close deals with prospects.  Explained the benefits of products to prospects and negotiated sales effectively through persuasion.  Forged strong, professional customer relationships to encourage up-selling / cross-selling and long-term loyalty. Show less



NBS

• United Kingdom
• IT Services and IT Consulting
• 100 - 200 Employee

• Key Account Manager

  • Aug 2014 - Sep 2016

   Managed a portfolio of key accounts subscribing to NBS products and provided excellent customer service to secure renewal business and long-term loyalty.  Identified new commercial opportunities for cross-selling / up-selling and increased revenue generation levels.  Won new business and contributed to the achievement of core sales targets set by management teams.  Created account plans for each client, identified each location, key contacts and devised appropriate support strategies.  Maintained contact with each site to ensure they were kept up-to-date with product developments and industry news / regulations.  Arranged demonstration sessions for new and existing clients to exhibit the current suite of products available.  Represented the firm at construction events and engaged with potential customers to win new business Show less



Staples Solutions

• Netherlands
• Business Supplies & Equipment
• 400 - 500 Employee

• Business Development

  • Jul 2011 - Jul 2014



Big Gig Media

• Advertising Services
• 1 - 100 Employee

• Media Sales

  • Jun 2009 - Jul 2011

  Big Gig Media had exclusive marketing rights to advertise on the LED screens on the main stage at concerts. We sold packages to the European, U.S and Middle Eastern markets for Music concerts for artists such as Usher, Guns N Roses, Amy Winehouse and the American Idol Tour. As a team we sold packages for TV commercials to run on the screens throughout the concert, these packages were sold to global brands amongst local brands. Big Gig Media had exclusive marketing rights to advertise on the LED screens on the main stage at concerts. We sold packages to the European, U.S and Middle Eastern markets for Music concerts for artists such as Usher, Guns N Roses, Amy Winehouse and the American Idol Tour. As a team we sold packages for TV commercials to run on the screens throughout the concert, these packages were sold to global brands amongst local brands.



Arun Estates

• United Kingdom
• Real Estate
• 100 - 200 Employee

• Mortgage Adviser

  • Feb 2007 - May 2009

  KEY RESPONSIBILITIES & ACHIEVEMENTS  Interviewed to determine clients’ assets, liabilities, cash flow, insurance coverage, tax status, financial objectives, mortgage requirements, affordability and attitudes to risk.  Analysed client financial statuses and provided appropriate mortgage advice.  Undertook initial customer factfinds and completion of applications prior to passing over to underwriting departments.  Developed a comprehensive knowledge of organisational lending and valuation policies / procedures.  Documented and maintained comprehensive case file records to a high standard, adhering to procedural guidelines.  Contributed to the continuous improvement of service, systems, procedures and policies.  Undertook all work to adhere to the firm’s core values, risk appetite and business aims.  Ensured full compliance with FCA regulations and provided regulated advice appropriately. Show less



Base Retail

• Store Manager/ Assistant Buyer

  • Jan 1997 - Feb 2007