Worcester, England, United Kingdom
An experienced sales leader with a track record of building and developing successful Sales and Account management teams. I've been involved with financial services for over 15 years, the majority of the time spent within Fintech and some on the other side of the desk as a Mortgage Broker.
Currently responsible for managing relationships with key strategic partners and ensuring that they are fully supported in their plans for growth and development both in the short and long term. Other responsibilities include: - Develop new relationships and opportunities - Encourage the increased use of the Exchange portal - Organise and attend key partner and network events - Present at road shows and deliver training sessions where appropriate - Work with individual firms to help increase efficiency where possible by using the tools available
Main responsibilities included: - Organising and delivering of both set and bespoke training. - Understanding and working with new clients to ensure the successful adoption through training. - Develop and maintain course material including the design of training events and supporting documentation.
Mortgage Broker and Principal of the firm, I was involved in every aspect of this business from delivering advice, managing finance to compliance. This was an incredibly challenging role which I enjoyed immensely, I also firmly believe that it has given me valuable knowledge and a greater understanding of the challenges within this industry.
Business development of a white labelled GI product within the Sesame network. Responsibilities included: - Working with and understanding process in order to aid adoption - Challenging views & opinions on an under offered product - Identifying opportunities and encouraging growth through targeting, support, training and adoption. - Promote a number of products and referral services to intermediaries. Designed, implemented and ran training course for advisers and admin staff to give them necessary permissions to write GI business.