Beverley Pook
Bath
Summary
Dynamic and results-driven professional with a strong focus on Business-To-Business sales and relationship management. Highly motivated and successful at managing multiple tasks and priorities, through efficient organisation and effective communication. Demonstrates exceptional interpersonal skills, contributing to successful client engagement and retention. Committed to leveraging these competencies to drive business growth and foster long-term partnerships.
Overview
23
23
years of professional experience
4
4
years of post-secondary education
Work history
Travel Consultant
Pathfinders, Trailfinders
Bath
2022.09 - 2026.02
- Planned and delivered complex, high-value bespoke travel itineraries for clients both face-to-face and by telephone.
- Maximised leads through effective communication to understand needs, build strong client relationships and secure repeat business.
- Managed the end-to-end booking process, ensuring clients' expectations are exceeded throughout.
- Liaised daily with external suppliers globally and internal departments and other consultants during the planning and booking process.
- Ensured provision of accurate advice and guidance, collating information from multiple internal and external sources.
- Assisted with client queries, taking ownership and providing resolution.
- Promoted the company brand by providing market-leading client service.
- Performance measured by commission generated, leads created and converted and accuracy of bookings confirmed.
- Performed above benchmark for all metrics.
Travel and Further Education
n/a
2019.05 - 2022.08
- Following a corporate restructure, took the opportunity to travel for an extended period before returning to Higher Education to expand knowledge and skill set.
Regional Sales Director
M&G Investments
London
2010.04 - 2019.04
- Managed relationships with wholesale discretionary accounts in London, the south-east and South Africa to generate new and ongoing sales.
- Implemented local and global sales strategy with discretionary fund managers (central research team and regional offices), fund of fund managers, global banks, off-shore platforms and research agencies.
- Maximised sales opportunities by understanding client strategy and business requirements, working consultatively to achieve the best mutual outcome and enhance retention.
- Responsible for entire sales process - presenting initial ideas, facilitating fund manager meetings, assisting with due diligence and providing exceptional on-going support.
- Engaged in negotiating and implementing commercial terms and contracts.
- Measured on a variety of metrics, including gross sales, net sales, persistency, profitability and growing new investment propositions.
- Acted as contact for distributors at Prudential South Africa, presenting to clients locally and providing fund sales training.
- Responsible for managing direct support team to provide efficient and comprehensive service, whilst providing training and promoting their individual development.
- Maintained regulatory, industry and product knowledge, and developed business acumen through internal training initiatives.
- Developed strong relationships with internal departments to ensure effective implementation of strategy and campaigns.
- Regional Sales Manager until April 2012
Client Relationship Manager
M&G Investments
London
2007.04 - 2010.04
- Provided dedicated client support to the Regional Sales Director covering discretionary accounts in London and the south-east.
- Acted as second point of contact and leading meetings in the absence of the Sales Director to ensure seamless service.
- Maintained sales momentum through meeting follow-ups, feedback calls and ensuring timely distribution of fund materials.
- Resolved client fund queries and operational problems.
- Worked collaboratively with the wider sales team and internal departments to facilitate sales strategy.
- Took over responsibility for the client base during the Sales Directors' sabbatical and received the Sales Award for developments made with clients during this period.
- Took on sole responsibility for the south-east client base as Regional Sales Manager from April 2009.
Sales Support
M&G Investments
London
2005.10 - 2007.04
- Provided administrative support for two Regional Sales Directors covering discretionary accounts in London, the south-east and the north.
- Managed diaries to accurately record and document client meetings onto the CRM system.
- Planned client events, including venue bookings, travel arrangements and timely provision of meeting materials.
- Updated and maintained client lists to provide effective implementation of sales activity and provision of information.
- Set up dealing terms for agents, assisting in any operational queries.
- Developed fund and industry knowledge, including passing the IMC.
Sales Organiser
Kings Court Trust Corporation
Bath
2005.03 - 2005.10
- Acted as initial point of contact for executors at a specialist probate company.
- Provided basic advice as appropriate, whilst generating leads for specialist sales consultants .
- Liaised with introducers over the phone to qualify leads and build relationships to increase referrals for future business.
- Prepared meeting paperwork, including legal documents, and writing follow-up letters.
- Maintained records on an Access database, providing weekly reports for the directors and giving feedback to introducers.
- Updated the standard letters, marketing material and sales tools to enhance their effectiveness and quality.
- Assisted in the development of an in-house bespoke CRM system to increase efficiency and develop sales strategy.
Sales Consultant/ Branch Adviser
Portman Building Society
Bath
2003.09 - 2005.03
- Transacted on and gave advice on customer accounts to maximise sales targets, whilst providing excellent customer service.
- Opened new accounts for customers, adhering to Society procedures and FSA regulations, with responsibility for own till and running the branch float.
- Created new sales tools to increase proactive appointment levels, including generation of new customer correspondence.
- Handled customer queries and complaints through liaison with other departments to ensure satisfactory resolution.
- Completed daily, weekly and monthly returns for regional and branch managers.
- Led training sessions in the absence of the Branch Manager and giving individual training where required.
Associate Adviser, Client Services
Chase De Vere Investments Plc.
Bath
2002.11 - 2003.03
- Responsible for clients seeking investment advice or information via the telephone or post, with a commission target of £25,000pa.
- Generated business for “Face to Face” Advisers through the production of leads to enhance sales across the business.
- Ensured 'best advice' for clients through attending client meetings, fund research and meetings with supervisors.
- Effective management of time allowed balance of managing outgoing workload whilst maximising incoming call time for new pipeline.
- Assisted in the development on in-house systems in order to improve efficiency of advisory functions.
Education
CERTHE Certificate - Sports Rehabilitation
University of the West of England
2000.09 - 2001.06
Certificate - Investment Management
UKSIP
2006.07 -
FP2 - Protection, Savings and Investment Products
2002.07 -
FP1 - Financial Services and their Regulation
2002.01 -
BSc (Hons) - Sport & Exercise Science
University of Bath
1998.01 - 2001.01
Skills
- Business-To-Business sales
- Relationship Management
- Interpersonal relations
- Excellent communication
- Organisation
REFERENCES
Available on request
Timeline
Travel Consultant
Pathfinders, Trailfinders
2022.09 - 2026.02
Travel and Further Education
n/a
2019.05 - 2022.08
Regional Sales Director
M&G Investments
2010.04 - 2019.04
Client Relationship Manager
M&G Investments
2007.04 - 2010.04
Certificate - Investment Management
UKSIP
2006.07 -
Sales Support
M&G Investments
2005.10 - 2007.04
Sales Organiser
Kings Court Trust Corporation
2005.03 - 2005.10
Sales Consultant/ Branch Adviser
Portman Building Society
2003.09 - 2005.03
Associate Adviser, Client Services
Chase De Vere Investments Plc.
2002.11 - 2003.03
FP2 - Protection, Savings and Investment Products
2002.07 -
FP1 - Financial Services and their Regulation
2002.01 -
CERTHE Certificate - Sports Rehabilitation
University of the West of England
2000.09 - 2001.06
BSc (Hons) - Sport & Exercise Science
University of Bath
1998.01 - 2001.01