David Peasley
Cardiff
Summary
Experienced sales professional with over four years’ experience in financial services and risk technology, currently working as an Account Manager at LexisNexis Risk Solutions. Proven in managing a portfolio of accounts and building long-term client relationships, with a strong understanding of customer workflows, risk challenges, and regulatory requirements across regulated financial services organisations. Supports clients in meeting commercial and compliance objectives through the consultative delivery of fraud prevention, identity verification, compliance, and due diligence solutions. Maintains a consistent record of meeting and exceeding revenue targets.
A clear and professional communicator with strong relationship management and problem-solving skills, seeking continued career development.
Overview
6
6
years of professional experience
3
3
years of post-secondary education
Work history
Account Manager
LexisNexis Risk Solutions
01.2022 - Current
- Manage and develop a portfolio of approximately 80 business customers, acting as the primary point of contact and building trusted, long-term relationships.
- Understand customer workflows, risk exposure and regulatory requirements to recommend appropriate fraud , identity and compliance solutions.
- Drive revenue growth through account expansion, cross-sell and upsell opportunities aligned to customer needs and business priorities - consistently meeting or exceeding monthly and annual revenue targets.
- Maintain accurate CRM records covering customer engagement, pipeline activity and forecasting.
Customer Consultant
Sun Life Financial
07.2020 - 12.2021
- Sold regulated life insurance products via inbound and outbound channels within a strict compliance framework.
- Used consultative, needs-based selling to identify customer requirements and recommend suitable solutions.
- Consistently met or exceeded monthly sales targets, including achieving the maximum bonus during probation.
Customer Advisor
TalkTalk
08.2019 - 03.2020
- Sold products and services to existing customers through cross-sell and upsell activity.
- Managed high volumes of customer outbound interactions while maintaining quality, compliance and performance targets.
Education
Bachelor of Arts - Communications & Media
Bournemouth University
09.2016 - 06.2019
A-Levels -
Archbishop Mcgrath High School
Skills
- Account Management
- Relationship Building
- Consultative Selling
- Discovery Sales
- Sales Forecasting
- Objection handling
- Communication
- Problem Solving
Timeline
Account Manager
LexisNexis Risk Solutions
01.2022 - Current
Customer Consultant
Sun Life Financial
07.2020 - 12.2021
Customer Advisor
TalkTalk
08.2019 - 03.2020
Bachelor of Arts - Communications & Media
Bournemouth University
09.2016 - 06.2019
A-Levels -
Archbishop Mcgrath High School