Taunton, England, United Kingdom
A conscientious and highly motivated individual who focuses on building and developing lasting client and company relationships. A proven record of exceeding individual and team sales objectives in a non-regulated and regulated financial services environment, spanning over ten years. Best of bank achiever for delivering and exceeding individual sales targets in 2007 2008 2009. A reliable and professional individual with a focus on detail. Able to identify opportunities through dynamic people engagement, problem solving and strong networking skills. Studying towards QCF level 4 with the CII.
Lloyd & Whyte (Financial Services) Ltd is part of Lloyd & Whyte Group Ltd, which spans nearly 70 years experience within Insurance and Financial services. Lloyd & Whyte was founded in Taunton, Somerset, originally arranging insurance within the South West region for individuals and local businesses. Lloyd & Whyte have been awarded Corporate Chartered Financial Planner status by the Chartered Insurance Institute. We support several key affinity groups with financial advice services for their members including the British Dental Association, The British Veterinary Association, The Association of Optometrists, The British Chiropractic Association and The Pharmacists Defence Association Key responsibilities include: - Financial Protection adviser supporting our key affinity groups with bespoke protection advice, - Managing key relationships with partners and providers, - Receiving and analysing enquiries from various sources, - Managing and developing online product propositions, - Proactively managing enquiries and pipeline, - Customer and process management, - Assisting with production of management information and reports,