Summary
Overview
Work history
Education
Skills
Affiliations
Timeline
Generic

Daniel Wheatley

Bolton

Summary

An enthusiastic person with an optimistic outlook on life and work. This is emphasised by excellent interpersonal communication skills which have been developed through work in a busy sales environment. Has over 3 years of work experience in the financial services sector, mainly relating to family protection and life insurance, along with ample experience in various roles such as administration, retentions and compliance. Has the passion, dedication, and competency required to complete any task effectively and promptly. Furthermore, the study of multiple essay-focused degrees at University has allowed the development of exceptional written English and critical thinking skills.

Takes pride in being a ’people person’ and can demonstrate effective team-work and leadership skills. These have been demonstrated through being the Chair of a university society. As well as taking a leading role in any workplace, to ensure the best possible outcome for clients and staff.

Overall, a well-rounded person who has a plethora of transferable skills available to them to fit any situation.

Overview

3
3
years of professional experience
12
12
years of post-secondary education

Work history

Various Roles - Admin, Retentions & Compliance

Priority Financial Services
Bolton, Greater Manchester
2023.02 - Current
  • This role initially involved general administration duties, suitability letter writing for Life insurance, critical illness cover and income protection, taking inbound calls and liaising with insurance providers. Over time, I began to take on additional duties as a retention adviser, helping clients arrange missed payments and advising clients if it was their intent to cancel their policy with the goal of client retention in mind. Recently, this role has changed to have more compliance-based responsibilities, auditing the calls of financial advisers. However, still assisting with the duties of the former roles as and when required.

Education

Master of Laws - Legal & Political Theory

University of York
Heslington, York
2021.09 - 2023.01

Bachelor of Arts - Politics with International Relations

University of York
Heslington, York
2018.09 - 2021.08

Pearson BTEC Level 3 Extended Diploma - IT

Bury College
Market St, Bury
2015.09 - 2018.06

GCSEs -

Bolton St Catherine's Academy
Breightmet, Bolton
2010.09 - 2015.07

Skills

  • CRM systems expertise
  • Technological proficiency
  • Excellent Telephone Manner
  • Vast knowledge of Family Protection and Life Insurance
  • Calm under pressure

Affiliations

  • An avid Pianist with 16 years of experience.
  • Is a keen fiction writer and poet, spending many evenings writing for enjoyment.

Timeline

Various Roles - Admin, Retentions & Compliance

Priority Financial Services
2023.02 - Current

Master of Laws - Legal & Political Theory

University of York
2021.09 - 2023.01

Bachelor of Arts - Politics with International Relations

University of York
2018.09 - 2021.08

Pearson BTEC Level 3 Extended Diploma - IT

Bury College
2015.09 - 2018.06

GCSEs -

Bolton St Catherine's Academy
2010.09 - 2015.07
Daniel Wheatley