Anna Brittan
Rolleston-on-Dove,Staffordshire
Summary
PERSONAL STATEMENT Having worked successfully within the art world, financial services and education prior to that, I have developed the knowledge, skills and connections advantageous to a successful career within an industry which relies heavily on good communication and building strong personal relationships. My substantial experience in dealing with people from a wide range of backgrounds, over the phone, via email and most importantly, face to face, provides me with a sound foundation for a role in dealing confidently with the public. Previous employment has also dictated the necessity for excellent organisation skills, and the need to be focused and proactive. Attention to detail, fulfilling client needs within a set timescale, and treating customers fairly was essential to my business success . I am currently seeking a new challenge which will indulge my passion and enthusiasm for enhancing people's lives whilst simultaneously forging new positive relationships with staff and clientele.
Overview
30
30
years of professional experience
8
8
years of post-secondary education
Work history
Wills and Estate Planning Consultant
Moneybox Wills and Trusts
Bollington, Cheshire East
04.2022 - Current
- To collect accurate information with which to write single and mirrored wills
- To obtain clients referrals thus generating new will writing business
- To produce clear and well-presented wills
- To understand technical language relating to wills and estate planning
- To communicate effectively with clients and be sensitive to their requirements
- To build knowledge relating to estates and the importance of protecting assets
- To mentor new will writers
- Proof read wills produced by colleagues, amending text to ensure their use of clear language and grammatical accuracy
Senior Art Consultant
Colley Ison Gallery
Birmingham
01.2023 - 08.2023
- Liaising with clients and developing investment portfolios
- Sourcing high end 20th century art
- Managing client experience
- Organising Artist events
- Selling contemporary and investment art
- Curating gallery space
- Networking to develop broader client database
Art Consultant
Whitewall Galleries
Nottingham, East Midlands
10.2019 - 01.2023
- Selling art to achieve monthly and annual targets
- Sourcing quality art that fits within the clients' budget and desired aesthetic
- Managing extensive portfolio of artists and clients via CRM system and in person
- Curating Gallery space
- Managing collections, returns and deliveries
- Working effectively within a team, contributing to common and individual goals
- Supporting colleagues in hitting targets
- Creating a warm, welcoming atmosphere within gallery space
- Championed organisational values to instil sense of loyalty and community.
- Managed inventory of resources necessary for service provision.
- Increased brand recognition within niche using evidence-based marketing practices.
Will Writer and Estates Planner
Black Swan Estates Ltd
Burton upon Trent
01.2016 - 02.2020
- Built and carefully managed loyal, profitable client bases.
- Sourced new business through strategic networking to maximise investment opportunities.
- Advised on wills and estate planning requirements.
- Took will instructions to produce comprehensive wills
Host
Prestige Division Ferrari, Sytner
Nottingham
02.2017 - 10.2019
- Greet and Welcome all visitors to the dealership
- Direct all enquiries to the appropriate department or associate
- Build rapport with guest and establish their needs to maximise guest experience
- Manage client waiting area and showroom presentation
- Work effectively as a team to manage all tasks
Protection Consultant
Black Swan Financial Services Ltd
Burton upon Trent
09.2014 - 05.2017
- Achieve set goals and targets on a monthly and annual basis: All targets met and exceeded
- (The target was to produce circa £300 monthly policy value of protection
- I generally achieved this
- However, on numerous occasions I exceeded this and qualified for the national 501 club (£501 monthly policy value) which was deemed noteworthy at regional conferences
- Sales of personal protection products to clients of the company
- Sale of general insurance products to clients of the company
- Full administration of product processing (varied IT skills knowledge required)
- Liaison between Insurance Companies and clients
- To build and maintain a personal client network and database
- To maintain financial knowledge and keep up to date through Continued Professional Development (First Complete Network) and financial exams (including Financial Crime; Life and Critical Illness Insurance Product and Technical Language; TCF; Anti-Money Laundering; Data Protection and Consumer Credit0
- Learn and use successful selling techniques
- To continue high standards of professional and personal presentation
- Provide high standard of service to existing clients, improving their portfolio of cover and providing new opportunities to write business
- To ensure I always follow the Treating Customers Fairly ethos
- To pay meticulous attention to detail when listening to clients' wishes and recording given details on paperwork
Protection Consultant
MetLife
Burton upon Trent
01.2014 - 08.2014
- To produce an initial contact list of potential clients
- Learn details of MetLife products and calculation of premiums
- Learn effective sales presentation techniques
- Achieved 5th highest sales figures in my first week as Consultant (national)
- Maintained good sales figures through “talking to everyone” about my business
Primary Teacher
Varied Schools, Trent
Stoke
09.1993 - 04.2013
- To effectively control spending of subject budgets
- To manage people, including children
- Manage effective running of a school as part of the Leadership Team
- To speak concisely, confidently and clearly in front of an audience
- To train colleagues in grasping the new mathematical teaching methods of the National curriculum
Sales Adviser
Next Plc
10.2002 - 08.2008
- Liaise with customers and support their choices
- To work collaboratively, demonstrating good teamwork
- To have the flexibility to work on different tasks simultaneously
- Ability to be friendly and polite, even when tired, or under pressure
- Ability to follow procedures correctly, such as using a till
- Confidence in giving advice and information.
Education
MA - Professional Studies in Education
Manchester Metropolitan University
DMS -
Stoke-on-Trent University
BEd (Hons) - Visual Arts and Special Education
Manchester Metropolitan University
09.1988 - 07.1992
A-Levels -
Leek High School
09.1986 - 07.1988
GCSEs -
Leek High School
Leek 09.1983 - 07.1986
Skills
- Sales pipeline management
- Cultural standards
- Hospitality best practices
- Tutoring experience
- Professional development
- Exam invigilation
Interests
Art - provokes thought, provides escapism and creates fulfilling memories!
Fashion - promotes individuality and encourages positivity.
Travelling - provides cultural and unique experiences and a sense of living my life to the full.
Reading - for escapism and knowledge.
Socialising - maintains important supportive relationships for life, work and home.
Sport (gym and classes) - increases stamina and sustains health.
Politics - so as to understand the position of the UK within the world particularly with reference to the environment and our financial standing.
Languages
German
Upper intermediate
French
Upper intermediate
Timeline
Senior Art Consultant
Colley Ison Gallery
01.2023 - 08.2023
Wills and Estate Planning Consultant
Moneybox Wills and Trusts
04.2022 - Current
Art Consultant
Whitewall Galleries
10.2019 - 01.2023
Host
Prestige Division Ferrari, Sytner
02.2017 - 10.2019
Will Writer and Estates Planner
Black Swan Estates Ltd
01.2016 - 02.2020
Protection Consultant
Black Swan Financial Services Ltd
09.2014 - 05.2017
Protection Consultant
MetLife
01.2014 - 08.2014
Sales Adviser
Next Plc
10.2002 - 08.2008
Primary Teacher
Varied Schools, Trent
09.1993 - 04.2013
BEd (Hons) - Visual Arts and Special Education
Manchester Metropolitan University
09.1988 - 07.1992
A-Levels -
Leek High School
09.1986 - 07.1988
GCSEs -
Leek High School
09.1983 - 07.1986
MA - Professional Studies in Education
Manchester Metropolitan University
DMS -
Stoke-on-Trent University
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