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I am able to motivate and communicate with staff to achieve goals, objectives and target
Intrinsic Financial Services Ltd (incorporating Mint Financial Services Ltd)
From April 2007
Field Supervisor with Intrinsic Financial Services Ltd working for the Intrinsic Group responsible for undertaking firm and adviser compliance audits and annual competence assessment within target dates. Reporting to the Risk Management team by means of written reports within tight deadlines. Implementing development/action plans appropriately along with any necessary coaching.
Thinc Group Ltd
January 2007 - April 2007
as a sole trader.
Mortgage Consultant with the Thinc Group as self employed sole trader responsible for the advising and recommending of mortgage and protection products to clients.
Skipton Building Society
October 2004 - January 2007
with the Skipton Building Society. Responsibilities include management, supervision and training of all branch staff to satisfactory standards. Achievements of target area's in mortgage lending, new customer accounts, life, ASU, buildings and contents sales. To actively recruit new staff. Ensure sales strategies in place to achieve branch sales targets and to meet company requirements in offering a first class service to customer base. Reports directly to Regional Manager.
Sales Manager and Sales Executive
Jump Financial Services Ltd
April 2004 - October 2004
Mortgage Adviser with Jump Financial Services Ltd. Providing advice and recommendations to customer mortgage needs. Providing mortgage and family protection solutions to clients, utilising the products of The Zurich Advice Network across Lincolnshire region. To develop branch staff to high standard of mortgage introductions and implement and discuss with Sales Managers, mortgage strategies to maximise sales performance. I n addition, to recruit mortgage advisers for the development of the branch network across Lincolnshire, South Yorkshire, Nottinghamshire and Derbyshire resulting into being appointed as Regional Manager. Lincoln, Gainsborough, Grimsby, Nottingham and Scunthorpe branches have all had mortgage advisors successfully recruited by myself. Sales Manager and Sales Executive also recruited for the Lincoln branch
October 2003 - April 2004
working within the Estate Agent, Your Move. Providing advice and recommendations from a panel of mortgage lenders to customer mortgage needs. Providing mortgage and family protection solutions to clients, utilising the products of Norwich Union. To liaise and develop branch staff to high standard of mortgage introductions and implement and discuss with Sales Manager, mortgage strategy to maximise sales performance
Zurich Advice Network
May 2002 - October 2003
for the Zurich Advice Network working from the Nottingham Business Centre. Covering all areas in Lincolnshire, Nottinghamshire and South Yorkshire. Key responsibilities include, the supervision of franchise's and Sole traders within the Zurich Advice Network. This includes the introduction of new entrants to the business. Targeted to achieve company standards of supervision monitored by Key Performance Indicators (KPI's) as per the T & C scheme. Developments of advisers to attain such KPI's and ensure all business is compliant through regular sales checks and field assessments. To implement and agree training solutions with advisors to ensure that such compliance and T & C issues are met within agreed time scales. Also achieved status of Supervisor of Supervisors in March 2003
July 2001 - May 2002
Headhunted by Standard Life to manage own sales territory in the Lincoln Area. Once again performing to a high standard, both for sales and compliance. Providing advice to clients from across the full range of Standard Life products and Services
Financial Planning Consultant in Bank Assurance
November 2000 - July 2001
with Lloyds TSB gaining recognition through local sales incentives and performing as a top consultant within the Lincoln Group Developing & advising clients from the full range of products and services provided by Scottish Widow
District Agent in Scarborough
May 1988 - August 2000
Achieved status of top life and GB performer within 16 months of joining Pearl Assurance as a District Agent in Scarborough, leading to promotion to Section Manager Carlisle in 1990. Achieved recognition as both Agent and Sales Manager in Pearl Centurion Club. 1997 attained top 10 position for Area Managers in Pearl's Elite recognition programme, achieving status of No 2 on two occasions and spending 4 months in top 5. Over £180,000 of issued new business from Jan 1997-Oct 1997. First Area Manager to achieve compliance rating of zero. This being recognised by promotion to Training and compliance Manager in Nov 1997.
Training Management Pearl Centre- Design and delivery of training solutions as part of CPD. Training and supervision of consultants and sales managers at all levels. Responsible for Regional training, compliance programmes and monitoring of transfer of learning to job with particular focus on improving productivity and compliance in the field.
Designed Sales Development Programme, focusing on FPC2 generic knowledge to tight deadlines. Trained Sales Trainers and Sales Managers in skills and presentations. Co-ordinated and organised training for approx 100 Sales Managers in 14 locations throughout the North, North West and Central regions in England along with South West Scotland. Achieved last training assignment 6 weeks ahead of schedule whilst maintaining quality and productivity.
Promoted to position of District Manager Lincoln following successful completion of Sales Management Training role and held the responsibility of developing branch staff and advisers to achieve high levels of standards and business, selling across the full range of Pear products. Recruiting and maintain staff & advisers to meet company targets reporting directly to the Area and National Managers
Qualifications & Certifications
Headlands Lower & upper Schools Bridlington East Yorks
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