Ashley Taylor
London,United Kingdom
Summary
Proven track record in new business development, process improvement, and stakeholder and relationship management. Adept at product development, new business acquisition, and staff training and development. Demonstrates strong leadership skills with a focus on strategic consultancy and achieving sales targets. Committed to driving organisational success through innovative solutions and effective team collaboration.
Overview
12
12
years of professional experience
4042
4042
years of post-secondary education
1
1
Certification
Work history
Business consultant
Vitality UK
London
03.2023 - 01.2025
- Dedicated sales professional with a strong presence in the Financial, Insurance and Intermediary markets
- Business development manager with proven success in all aspects of sales
- Consistently exceeding company targets, searching, identifying and acquiring top grossing client accounts
- Manage and grow account relationships, driving portfolio growth and profitability
- Consistently the top achieving BDM, exceeding all new business sales targets & acquiring new business accounts
- Working with top grossing accounts and implementing strategies to increase sales
- Successful in building & maintain strong client relationships
- Work with the high net worth accounts within the financial services market, creating bespoke plans and financial solutions
- Acquiring new accounts in the market through identifying opportunities
- Educating and consulting the advisor community to aid increase in sales
- Delivering Technical training and sales presentations to advisor accounts
- Analyze market intelligence to identify opportunities helping to increase Vitality market share within the industry through key accounts
Recruitment Consultant Finance
Robert Walters UK
02.2022 - 01.2025
- Sourcing and placing professional accountants with our clients and supporting my team to achieve and exceed their financial targets
- Specialising in the Global Investment Banking, Private Equity, Venture Capital, Asset Management, Hedge Fund, and Wealth Management industries
- Maintain relationships with our client base which include large listed financial institutions
- Actively involved in new business development and client acquisition
- Created a network of top financial accountants, that I have placed with our clients
- In depth knowledge of the financial services industry; including regulations & financial functions
- Exceed quarterly sales targets
Senior Business Consultant
Discovery Limited
Sandton
01.2016 - 12.2021
- Provide effective consultation services to South Africa’s top, platinum status financial advisors to achieve business goals
- Steer a panel of thirty top performing and experienced financial advisors, managing 200+ high net worth clients
- Manage all aspects of financial processes in line with predefined standards
- Drive positive business outcomes by documenting processes and implementing projects
- Foster and maintain relationships with cross-functional departments
- Expand business by providing consultation to financial advisors to identify opportunities in the financial services industry
- Orchestrate training sessions based on new product offerings and industry knowledge of financial planning for the capacity building of advisors
- Attained growth targets for four consecutive years by 100% in 2018 to 2021 and achieved top consultant status for three consecutive years running by achieving all targets
- Earned the Platinum SEAL status in 2017 as well as Gold SEAL status in 2018, 2019, 2020, and 2021 as one of the top thirty business consultants in South Africa
- Maximized client acquisition and retention through excellent service delivery
- Enhanced business growth by 80% by implementing and executing sales/marketing campaigns
- Coordinated with Discovery’s top actuaries for seamless execution of product development process
Intern
SA Stockbrokers
Rosebank
01.2014 - 12.2015
Intern
Renasa Insurance Company
Illovo
01.2013 - 12.2013
Education
Level 4 Diploma (CII) -
Chartered Institute of Insurance
/2024 - 12.2024
Post Graduate Diploma - Financial Planning
Milpark Business School
Bachelor of Commerce -
Stellenbosch University
/2012 - 12.2015
Skills
- Wealth & Financial Management
- Financial Planning
- Strategy Development & Implementation
- New Business Development
- Process Improvement
- Stakeholder & Relationship Management
- Product Development
- New business acquisition
- Staff Training & Development
- Strong leadership skills
- Strategic consultancy
- Sales target orientated
Certification
- Certified Financial Planner, 12/31/21
- Financial Advisory and Intermediary Service Act (FAIS) Regulatory Examination, Representatives, 12/31/18
- Delf Level 1 Certificate: Alliance Française, 12/31/12
Languages
English
Afrikaans
French
Timeline
Business consultant
Vitality UK
03.2023 - 01.2025
Recruitment Consultant Finance
Robert Walters UK
02.2022 - 01.2025
Senior Business Consultant
Discovery Limited
01.2016 - 12.2021
Intern
SA Stockbrokers
01.2014 - 12.2015
Intern
Renasa Insurance Company
01.2013 - 12.2013
Post Graduate Diploma - Financial Planning
Milpark Business School
Level 4 Diploma (CII) -
Chartered Institute of Insurance
/2024 - 12.2024
Bachelor of Commerce -
Stellenbosch University
/2012 - 12.2015
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