Sam Bullen

• Provided feedback and opinions as the company's first intern for their future program
• Attended sales training (learning incredibly useful directional questioning techniques)
• Running alongside the sales team to understand customer acquisition
• Entered discussions with different teams to understand corporate structure
• Sought feedback actively and used it to improve performance.
• Attended membership events to develop networking opportunities.

• Operated as an intern under 4 teams (Corporate Development, APA, ESG & the Product team)
• Supplemented previous understanding of the vendor market
• Presented a reflective presentation of the roles of APA and ARM
• Exceeded expectations and demonstrated potential for future success.
• Shadowed senior team members to develop practical knowledge and gain critical industry-specific skills.

• Protection comprehension (life insurance, critical illness and income protection)
• Processes of Mortgages and Investment services were learned
• Instrumental in transfer of client data onto new systems
• Introduced to report generating software
• Engaged in client meetings as an introduction to client facing roles

Client support for an annual event where networking success was a key objective