Summary
Overview
Work history
Education
Skills
References
Affiliations
Timeline
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Josh Shortt

Saint Leonards-on-Sea,East Sussex

Summary

Motivated and professional with a background in regulated sales, customer retention, and working to performance targets in customer-focused environments. I have strong communication skills and enjoy helping people make informed decisions.

I'm now looking to take on my first role in the mortgage industry, where I can build on the experience I've gained so far, continue learning, and grow a long-term career in financial services. I'm dependable, quick to pick up new information, and ready to take the next step into a more specialised, advice-based role.

Overview

14
14
years of professional experience
3
3
years of post-secondary education

Work history

Retentions Specialist/Trainer

Staysure Group
Coventry/Northampton/Remote
06.2018 - Current
  • Worked in a busy, high-pressure contact centre handling both inbound and outbound calls across different parts of the business, mainly focused on customer retention and negotiating policy renewals.
  • Regularly exceeded monthly sales targets while also maintaining full compliance with both internal standards and industry regulations.
  • Designed and led a training programme during a major company restructure, helping over 100 agents build skills the needed to adapt to new business demands.
  • Worked closely with Risk and Compliance team to make sure all training materials were up to standard and in line with FCA requirements.
  • Managed a team of trainers, supporting them in delivering sessions and overseeing the sign-off process to make sure everyone was confident and capable in their new roles.
  • Helped onboard and train new staff from several outsourced teams based in the UK, Ireland, and South Africa.

General manager

The White Hart
Oxford, Oxfordshire
09.2011 - 01.2018
  • Oversaw day-to-day running of the pub, including staff rotas, recruitment and training, stock management, banking, and making sure service standards stayed consistently high.
  • Acted as Designated Premises Supervisor, taking responsibility for compliance with licensing laws and acting as the main contact for local authorities and police.
  • Worked towards quarterly business targets and bonus schemes while keeping the business growing steadily.
  • Took part in several training programmes to build on both operational and leadership skills.
  • The pub won Oxford CAMRA Pub of the Year twice during my time there, which reflected the strong team culture and standards we maintained.

Education

Diploma of Higher Education - History and Social Science

Ruskin College
Oxford, Oxfordshire
09.2011 - 07.2012

CeMAP 123 -

LIBF
08.2025 - 08.2025

A-Levels - Various Subjects

Finham Park
Coventry
09.2007 - 07.2009

Skills

  • CeMAP qualified
  • Comfortable working in regulated sales environments with focus on compliance
  • Proven track record of meeting and exceeding performance targets
  • Clear and confident communication skills, both with customers and colleagues
  • Strong background in customer retention and building lasting relationships
  • Quick to learn and adaptable in new environments
  • Confident using Microsoft Office, including Word, Excel, and Outlook
  • Reliable and hard-working, with strong sense of responsibility

References

References available upon request.

Affiliations

  • Reading
  • History
  • Film and TV
  • Cooking
  • Running and charity fundraising.
  • Outdoors and camping

Timeline

CeMAP 123 -

LIBF
08.2025 - 08.2025

Retentions Specialist/Trainer

Staysure Group
06.2018 - Current

General manager

The White Hart
09.2011 - 01.2018

Diploma of Higher Education - History and Social Science

Ruskin College
09.2011 - 07.2012

A-Levels - Various Subjects

Finham Park
09.2007 - 07.2009

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Josh Shortt