Sales Manager
GPI
Total years of experience :9 years, 8 Months
Sales Manager 2009 to 2014
• Recruiting sales team
• Ongoing product and sales training
• Supervising, motivating and monitoring team performance
Financial Advisor 2007 to 2014
• Advising clients on tax-efficient investment structures domiciled offshore
• Sold full range of life wrapped unit linked and portfolio bonds and Trusts
• Over 100 clients with €4.5 million of premium income sold
• Generated new clients through cold calling, networking and referrals
• Monthly Reporting to Board of Directors
• Ongoing client servicing including market and investment updates
Your Place Abroad, Sales Consultant, Bramhall, Cheshire 2005 - 2007
• Selling off-plan properties abroad
• Inbound and outbound calling
• Identifying prospects and following up leads
• Full after sales account management and client servicing
Certificate in Mortgage Advice and Planning - CERT CII (MP) 2014
University of Northumbria, Newcastle BA Economics 2000-2004
Poynton Sixth Form 3 A levels (including Mathematics) 1998-2000
Poynton High School 9 GCSE's (7 A's, 2 C's) 1993-1998
Currently working towards ATT qualification at BPP Manchester 2013 - present Certificate in Financial Planning (CF1) -