Bryan Morgan Email & Phone Number

Chichester, England, United Kingdom

• Plan, prospect, select and sell HNW General Insurance products and understand and refer leads for commercial opportunities
• Develop and manage your own pipeline of business, via Microsoft Dynamics, that is sufficient to achieve targets
• Ability to self-generate your own High Net Worth opportunities, supported by your line manager and support staff within the Agency and Head Office
• Ability to organise and host your own HNW events, understand the return on investment required, how to achieve this and have an effective follow up strategy for all leads
• Identify and develop cross sell leads for General insurance Products, Financial Services and Risk Management Services
• Developing and running marketing campaigns to increase High Net Worth leads

Burgess Hill, Hassocks, Mid Sussex

Lancing/Worthing/Shoreham

Successfully trained over 2 months to manage a busy main Post office in Worthing during a transformation including staff reduction, new duties and implementation of Post and Go machine. Fully achieved allowing me to continue with my training and development in the Shoreham main Post Office.Fully imbedded new ways of working to achieve stretching targets.

Brighton And Worthing

Developed a Financial Relationship Management service with up to 600 of the Bank's Wealthiest Clients.Exploring Customer needs and aspirations and then finding the most appropriate solution.Dealing with complex financial problems.Account control with regard to lending both secured and unsecured. Daily assessments.Complaint Management.Targeted sales.

North Street Brighton

Managed a team of 12 to deliver exceptional customer service & sales in a face to face environment. Coaching and developing the skills of the staff whilst meeting targets on a daily basis. First line complaint handling. Problem solving and change management.

Bachelor Of Science (Bsc), Financial Services

Education record