Lewis Copeland
Ystalyfera, Swansea,Neath Port Talbot
Summary
I thrive in fast paced, detail oriented environments where sound judgement, analytical thinking, and accountability are essential. With a strong work ethic, a proactive approach, and a commitment to delivering high quality outcomes, I consistently apply myself to achieving both individual and organisational objectives.
My ability to assess information accurately, manage risk effectively, and make informed decisions enables me to contribute positively to business performance while maintaining excellent service standards.
I am highly motivated, adaptable, and quick to understand new processes, systems, and regulatory requirements. Seeking a new challenge within underwriting, I am eager to apply my skills and experience in a role that offers opportunities for continued professional development and long-term career growth.
Overview
11
11
years of professional experience
2
2
years of post-secondary education
Work history
Mortgage Advisor
Holo
Dubai, UAE
2026.01 - 2026.05
- Assessed customers' financial circumstances and borrowing capacity.
- Recommended suitable mortgage options for first-time buyers, investors, and refinancing clients.
- Guided clients through the mortgage application process from initial consultation to completion.
- Liaised with banks, lenders, real estate agents, and legal professionals to ensure smooth transactions.
- Ensured compliance with UAE regulations and company policies.
- Maintained strong client relationships and provided ongoing support throughout the mortgage term.
- Produced accurate documentation promptly, minimising delays in the lending process.
Sales Agent
Admiral Business Insurance
Cardiff, Glamorgan
2024.11 - 2025.12
- Drove end-to-end sales for Admiral Business, qualifying inbound leads, conducting tailored needs analyses, and presenting solutions that aligned coverage with client risk profiles.
- Managed a high-volume pipeline from quote to close, consistently meeting monthly revenue, conversion, and retention targets.
- Prepared accurate, compliant quotations and policy documentation, ensuring all disclosures and eligibility checks were complete.
- Negotiated pricing and terms to balance customer value with profitability, overcoming objections with clear, data-backed explanations.
- Frequently liaised with Underwriting on high-price quotes to review risk drivers, justify adjustments, and secure competitive outcomes without compromising risk appetite.
- Built strong client relationships through proactive follow-ups, renewal reviews, and cross-sell/upsell of complementary products.
- Maintained meticulous CRM records, tracking activity, next actions, and outcomes to forecast efficiently and improve funnel visibility.
- Collaborated with marketing and operations to refine lead quality, streamline handoffs, and reduce quote turnaround times.
Sales Advisor
Bskyb
Leeds
2019.06 - 2024.08
- Managed inbound/outbound calls, focusing on new sales and upselling to existing customers.
- Enhanced objection handling and negotiation skills to drive sales.
- Successfully converted leads through confident cold calling.
- Leveraged profiling and relationship-building skills to excel in a target-driven environment.
- Consistently ranked as a top performer on the team.
- Stepped up to lead teams in the absence of managers.
- Monitored calls, provided feedback, and identified opportunities to improve sales conversions.
- Led morning briefings, set weekly targets, and managed team performance.
- Conducted training workshops to share best sales practices.
Sales account manager
QA Ltd
Leeds
2018.10 - 2019.05
- Managed and nurtured relationships with key client accounts, ensuring satisfaction and retention within the IT sector.
- Prepared potential IT apprentices for job interviews
- Identified opportunities for upselling and cross-selling QA's Training programmes and services.
- Won new business through consistent cold calling and rapport building
- Wrote over £90,000 in first 2 months from upscaling numerous employees onto a multitude of IT apprenticeships (Network Engineer level 4 etc)
- Conducted regular meetings with clients to review progress and address any concerns.
- Provided detailed sales forecasts and reports to management.
- Carried out IT apprenticeship presentations to small and medium-sized enterprises.
Senior Real Estate Broker
Dacha Real Estate
Dubai
2015.02 - 2018.06
- Negotiated sales contracts for high-end villas and apartments.
- Promoted exclusive properties through advertising, marketing, and business development.
- Consistently hit target in a commission only environment.
- Engaged in cold calling and face-to-face sales to generate leads.
- Conducted property viewings and appraisals for potential buyers.
- Managed a diverse, multi-cultural clientele of investors.
- Cross-sold additional company products, including mortgages, commercial properties, currency exchange, and off-plan investments.
Education
Bachelor of Arts - Criminology and Psychology
Leeds Metropolitan University
Leeds 2010.09 - 2012.06
Skills
- Business development
- Product presentations
- Sales calls
- B2B sales
- CRM System knowledge
- Enthusiastic communicator
- Team player
- Contract negotiating
- Client database handling
- Client management
- Lead generation
- New account development
Timeline
Mortgage Advisor
Holo
2026.01 - 2026.05
Sales Agent
Admiral Business Insurance
2024.11 - 2025.12
Sales Advisor
Bskyb
2019.06 - 2024.08
Sales account manager
QA Ltd
2018.10 - 2019.05
Senior Real Estate Broker
Dacha Real Estate
2015.02 - 2018.06
Bachelor of Arts - Criminology and Psychology
Leeds Metropolitan University
2010.09 - 2012.06