Highly motivated individual offering 10 years of experience in Sales and Financial Services. I have always been extremely driven to exceed sales goals and achieve any targets given to me. I am used to working in a fast paced environment and enjoy all challenges presented.
I am currently working as a Self-Employed Mortgage and Protection Adviser under CMME Mortgages and Protection (Onedome Group). I work closely with clients helping them achieve the property goals and providing best advice. I offer residential, BTL, second charge, bridging and commercial solutions for my clients.
I am currently working with Cheetham Jackson as an Independent Financial Adviser. I work closely with clients helping them to achieve their Financial goals and retirement they aspire to. I believe in keeping the complex simple and building long lasting relationships with my clients. I provide advice on bespoke solutions including investments, retirement planning, personal & business protection, IHT planning and trusts.
I worked as a Mortgage and Protection advisor within Gascoigne Halman Estate Agency. I qualified all offers that come into the office and generated appointments through proactively calling potential buyers and vendors. I work with clients searching the market to find the most suitable mortgage product to meet their needs and circumstances as well as offering Protection advice offering Life insurance, Critical Illness cover, Income protection and buildings insurance.
Sales/Business Manager - Working in the Motor Industry where i was in charge of 12 sales staff, setting targets, holding weekly meetings and also dealt with Finance BDM's from different lenders regularly having meetings and reviewing targets/commission structures.
Sales Executive - Consistently achieved monthly car sales targets in a customer facing environment as well as inbound/outbound sales. I worked efficiently building rapport with customer's and regularly received positive feedback.