Katy Pringle
Poole,Dorset
Summary
Highly ambitious sales professional with excellent communication and relationship building skills. Looking for a new role that will present fresh challenges that utilise my extensive sales background.
Overview
27
27
years of professional experience
Work history
Retirement Options Specialist
LV
Bournemouth
07.2017 - Current
- Consistently bringing in top sales numbers
- Established strong rapport with all my clients
- Facilitated decision-making by educating clients on products available, describing complex terms in easy-to-understand language to ensure comprehension.
Protection Consultant
LV
Bournemouth
02.2007 - 07.2014
- Result Focussed
- Problem Solver
- Tactful
- Organised
- Self Motivated
- Strong Verbal Communication
- Passion to exceed set objectives
- Versatile
- Protection Tied Adviser LV= | Bournemouth / Home Working
- Exceeding quarterly sales goals on a regular basis
- Department Record Achieved issuing most monthly business
- Interviewing clients over the phone to determine current income, expenses, insurance coverage, financial objectives, risk tolerance and other information needed to develop a financial plan for their protection needs
- Providing sound and accurate advice solutions to meet customer needs
- Providing superior level of customer service and adapting communication style depending on the customer
- Answering clients' questions and objections about the purposes and details of their protection needs, A successful sales person managing over 1000 IFA accounts within LV
- Developing strong relationships over the phone using excellent rapport skills
- Delivering and exceeding annual sales targets
- Maintaining business levels from existing supporters
- Increase market share from new supporters
- Consistently exceeding all company targets , KPI's and financial metrics
- Excellent presentation and training skills on a all LV's protection range both verbally and via Webex
- Extensive knowledge of LV's on-line application platform , regularly training advisers to secure ongoing business
- Consistently high operational activity
Manager
CERTIFICATIONS
11.2002 - 03.2007
- Family Business | Poole
- Responsible for maintaining high customer service standards
- Responsible for running day to day operation of the restaurant
- Maximising restaurant occupancy and up-selling opportunities
- Recruitment, Training & Motivating Staff Implementation of processes to enhance Customer Service throughout the business
Recruitment Consultant
South West Recruitment
Bournemouth
03.2002 - 11.2002
- Interviewing potential candidates for industrial work placements
- Advising on interview techniques, dress code and first impressions
- Promoting full services of the company to new clients and expanding client base
- Visiting new and existing clients to build relationships and establish requirements
- Utilising networking skills to attract new clients in order to expand the business.
Telephone Agent
LV
Bournemouth
03.2000 - 03.2002
- Successful promotion of savings, investment and life assurance products
- Generation of business through outbound calling
- Actively pursuing sales through callbacks to clients
- Development of existing business through cross selling of general insurance and bank products
- Dealing with customer complaints
- Achievements have included Nomination for "Academy of Excellence " on a regular basis
Customer Representative
Bournemouth
10.1998 - 03.2000
- Dealing with queries for existing customer queries
- Liaising with departments to ensure customer satisfaction
- Responsibility for maintaining service level agreements
Education
CII CF6 Mortgage Advice -
CII
CII CF3 Protection & Risk CII CF2 Investment & Risk CII Financial Planning Certificate Part One - undefined
CII CF6 Mortgage Advice -
CII
Timeline
Retirement Options Specialist
LV
07.2017 - Current
Protection Consultant
LV
02.2007 - 07.2014
Manager
CERTIFICATIONS
11.2002 - 03.2007
Recruitment Consultant
South West Recruitment
03.2002 - 11.2002
Telephone Agent
LV
03.2000 - 03.2002
Customer Representative
10.1998 - 03.2000
CII CF6 Mortgage Advice -
CII
CII CF3 Protection & Risk CII CF2 Investment & Risk CII Financial Planning Certificate Part One - undefined
CII CF6 Mortgage Advice -
CII
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