Suzanne Morgan
Newton Abbot,Devon
Summary
Tenacious and results driven with a focus on providing the best experience for customers.
Predominantly sales based experience, largely within property and financial services, dealing directly with customers, creating excellent relationships, winning trust and therefore sales. Progressed to senior management role, responsible for leadership of a large, successful team providing support and motivation with a foundation of clear process and procedure.
Now seeking a role within the mortgage sector drawing on my sales skills and extensive knowledge of property industry, incorporating previous financial services experience. To this end I have completed CeMAP 1-3 through individual study with very strong results.
Overview
15
15
years of professional experience
1
1
Certification
Work history
Estate Agency Area Director
Purplebricks
, Devon & Cornwall
01.2015 - 01.2024
- Launched the Purplebricks brand in the South West, from revolutionary start up to becoming a leading estate agent in the area with a team of 20 within 4 years. Grew the business via recommendations, networking and maximising every lead opportunity as well as national campaigns.
- Evolved to incorporate a more tech led approach which resulted in taking on a national role leading a team working entirely virtually.
- Supervised and developed high-achieving staff, providing orientation, training, support and direction.
Estate Agency Branch Manager
Miller Town & Country
Okehampton , Devon
06.2012 - 01.2015
- Oversaw all aspects of branch management, including sales, valuation, progression, staff leadership.
- Built and nurtured customer relationships to retain business and loyalty resulting in increased recommendations.
- Identified new business leads and achieved high conversion rates in excess of 50% to exceed growth targets. Improved processes lead to better productivity, grew sales by 15% with smaller team.
- Raised the profile of the business by involvement with Chamber of Trade, helped co-ordinate events within the town such as themed late opening.
Estate Agency Branch Manager
Davis Tate
Reading
09.2011 - 06.2012
- Began as Senior Negotiator carrying out full range of estate agency duties in 2003.
- Promoted to open the flagship new office in Reading town center, a big investment and departure for the firm known for it's prestigious small town and village market.
- Having left to pursue a financial services career I was head hunted to return in September 2011.
Financial Planning Advisor
Santander
Didcot, Oxfordshire
08.2009 - 09.2011
- Provided investment and protection advice to retail customers.
- A highly targeted and sales orientated environment whilst also strictly regulated and requiring a high level of attention to detail.
Financial adviser
Edward Jones
, West Berkshire
01.2009 - 09.2009
- Built a business through direct sales and networking.
- Provided financial advice on investments and savings.
- Assessed protection needs and advised on solutions.
Education
Post Graduate Certificate of Education - French
University of West of England
Bristol Bachelor of Arts - French with Economics
Royal Holloway University of London
SurreySkills
- Proactive business development
- Sales & marketing
- Winning business and closing
- Team building & leadership
- Innovation & problem solving
Languages
French
Intermediate
B1
Certification
CeMap 1
CeMap 2
CeMap 3
Cii Certificate in Financial Planning
SSi Certificate in Stockbroking
Timeline
Estate Agency Area Director
Purplebricks
01.2015 - 01.2024
Estate Agency Branch Manager
Miller Town & Country
06.2012 - 01.2015
Estate Agency Branch Manager
Davis Tate
09.2011 - 06.2012
Financial Planning Advisor
Santander
08.2009 - 09.2011
Financial adviser
Edward Jones
01.2009 - 09.2009
Post Graduate Certificate of Education - French
University of West of England
Bachelor of Arts - French with Economics
Royal Holloway University of London
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