Peter Carling
Basingstoke,Hampshire
Summary
Experienced Mortgage Lead Specialist with expertise in business protection advice, income protection, and life & critical illness insurance. Demonstrates a strong understanding of insurer benefits and excels in D2C sales, customer service, and objection handling. Skilled in mentoring techniques and confident communication, fostering professional growth while delivering tailored solutions to meet client needs. Committed to leveraging industry knowledge and interpersonal skills to drive success in financial services.
Overview
20
20
years of professional experience
Work history
Senior Protection Expert
Mojo Mortgages
Remote Working
2024.02 - Current
- Specialised in Mortgage protection leads. (Mirroring the Habito model).
- Clawback percentage at 2.67% (12 month look back)
- Latest 12 months KPIs:
- Risk revenue: 141% (Total: £246,294)
- Fact find to policy submission of 64%
- Improved colleague sales performance through targeted individual and group coaching on techniques.
Protection Advisor
Reassured
Basingstoke, Hampshire
2022.09 - 2024.02
- Led the advised team launch at Reassured, largest UK non-advised broker.
- Specialised in DTC purchased leads and managed lead-to-conversion activity.
- Advised business protection clients and supported the existing back-book base.
Protection Advisor
Neilson Place
Camberley, Surrey
2020.10 - 2022.09
- Liaise with customers to clarify needs and suggest tailored recommendations daily.
- Provide attentive sales support to earn consistently positive customer feedback.
- Showcase product features and benefits to drive clear sales outcomes effectively.
- Listen actively to understand requests and resolve customer concerns fully.
- Identify issues, analyse information, and apply practical solutions to problems.
- Exceed goals by prioritising effectively and maintaining a consistent work ethic.
- Demonstrate strong product knowledge to maintain high customer satisfaction levels.
- Maintain current insurance product knowledge to provide detailed specifications.
Senior Sales Engineer
Appliance Service Direct Ltd
Camberley, Surrey
2010.02 - 2020.10
- Prepared accurate customer quotes and cost estimates within agreed timeframes.
- Completed servicing work in line with relevant regulations and standards.
- Trained and mentored new engineering and production team members in best practices.
- Built and managed relationships with existing and prospective clients.
- Conversed with customers to identify needs, recommend options, and upsell services.
Operations Manager
Appliance Service Direct Ltd
Camberley, Surrey
2006.10 - 2010.02
- Maintained positive, professional working environment to optimise staff and customer satisfaction.
- Supervised and mentored staff in 1:1 sessions, driving attainment of individual KPIs.
- Optimised employee schedules by balancing company priorities with staff leave requests and shift preferences.
- Supervised, defined and delegated tasks to employees, driving efficiency to meet key productivity targets.
- Scheduled weekly projects, anticipating timelines for milestones and completion dates.
Education
Design, Management & Conmunications - Business
Aston University
Birmingham, BIRRO5 - Protection Insurance
Chartered Insurance Institute
Skills
- Mortgage Lead Specialist
- Business Protection advice
- Income Protection
- Life & Critical Illness insurance
- D2C Sales
- Knowledge of Insurer Benefits
- Customer service
- Confident communicator
- Objection handling
- Mentoring techniques
Education
2006
Design, Management & Communications
Aston University, Birmingham
- BA (Hons) Graduate 2.2
Timeline
Senior Protection Expert
Mojo Mortgages
2024.02 - Current
Protection Advisor
Reassured
2022.09 - 2024.02
Protection Advisor
Neilson Place
2020.10 - 2022.09
Senior Sales Engineer
Appliance Service Direct Ltd
2010.02 - 2020.10
Operations Manager
Appliance Service Direct Ltd
2006.10 - 2010.02
Design, Management & Conmunications - Business
Aston University
RO5 - Protection Insurance
Chartered Insurance Institute