Trevor Jennings
Oswaldtwistle,Lancashire
Summary
I am a highly motivated and reliable protection adviser. I have gained a wealth of experience and knowledge in my 13 years of working within this industry. However, this job role is always evolving and therefore I’m always looking to further develop my skill set and knowledge as this will enable me to make sure the customer comes out with the very best outcome for their individual needs and circumstances.
I feel I have exceptional customer services skills and I deliver this in a very professional manner. One of my key components in this is my emotional intelligence which includes the ability to listen and empathise with clients. I'm persistent and I do not give up easily. I can handle objections and I enjoy the challenge of this situation. I have a deep belief in honesty as this helps the customer gain trust and respect in my services and advice and therefore will lead to repeat business.
Overview
14
14
years of professional experience
7
7
years of post-secondary education
Work History
Protection adviser
Simply Choice Services
Blackburn, Lancashire
10.2014 - Current
- Reviewed client portfolios to identify potential risks.
- Conducted comprehensive risk assessments for the identification of client vulnerabilities.
- Developed relationships with underwriters, resulting in quicker claim processing times.
- Handled sensitive client data; ensured confidentiality was maintained at all times.
- Actively participated in regular industry events for networking and professional development opportunities.
- Advised clients on various protection products for improved financial security.
- Maintained up-to-date knowledge of market trends by conducting rigorous research.
- Provided tailored advice based on individual client circumstances, ensuring optimal coverage.
Protection adviser
Connect and Protect
Preston, Lancashire
02.2010 - 09.2014
- Reviewed client portfolios to identify potential risks.
- Conducted comprehensive risk assessments for the identification of client vulnerabilities.
- Devised strategic plans for continued personal and professional growth.
- Led training sessions for junior advisers, improving overall team performance.
- Developed relationships with underwriters, resulting in quicker claim processing times.
- Handled sensitive client data; ensured confidentiality was maintained at all times.
- Streamlined internal processes with the implementation of new organising tools.
- Collaborated with sales team; enhanced product knowledge led to increased business revenue.
- Advised clients on various protection products for improved financial security.
- Maintained up-to-date knowledge of market trends by conducting rigorous research.
Education
BTEC First Diploma - Information Technology
Stamford College
Stamford, Lincolnshire 09.1996 - 07.1997
GCSEs -
Orton Longueville School
Peterborough 09.1990 - 07.1996
Skills
- Customer Service
- Problem-solving
- Communication skills
- Team building
- Leadership
- Upselling
Affiliations
- Hill Walking, Swimming, Ocean, Sharks and Snakes
Accomplishments
Qualified - Swimming Technical Official
References
References available upon request.
Timeline
Protection adviser
Simply Choice Services
10.2014 - Current
Protection adviser
Connect and Protect
02.2010 - 09.2014
BTEC First Diploma - Information Technology
Stamford College
09.1996 - 07.1997
GCSEs -
Orton Longueville School
09.1990 - 07.1996
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