Carl Warr Cert Cii (Mp, Er) Email & Phone Number

St Albans, Gb

St Albans, Gb

• Effectively develop relationships with principles and advisers via telephone, email and webinar communication. • Consult with advisers to understand requirements and present appropriate solutions.• Increase adviser knowledge, understanding and confidence with AIG Life proposition and product range. • Propose sales ideas to help advisers retain and sell more protection business.• Keep advisers fully informed of forthcoming proposition and product developments. • Establish appropriate and regular contact strategy. • Organise in person product/proposition training.• Sales Performance Analysis.

London, England, United Kingdom

London, England, United Kingdom

• Actively seek and convert new business opportunities as appropriate• Ensure the timely and successful delivery and implementation of the Whitespace Platform within insurance related organisations/new clients• Manage the client onboarding process including the management of the Whitespace contracting process through DocuSign• Build and maintain strong long-lasting customer relationships to ensure all client needs are met both short term transactional and longer term strategic objectives as they pertain to the Whitespace platform• Work closely with the Integrations team to ensure maximization of revenue generation can be fulfilled through additional offered services• Organise and deliver Whitespace Platform demonstrations to prospective and existing customers• Attend, run and assist at customer training demonstrations with other account managers• Operate as the first point of contact for any non-technical matters specific to my accounts

• Established regular contact and built effective relationships with designated intermediaries within my panel in order to increase sales of Vitality Life and Health products and solutions.• Built trust and credibility effectively to succinctly discuss Vitality’s Core Purpose and Shared Value Model within sales scenarios.• Developed strategic business plans utilising available MI to pro-actively drive sales revenue from both advocate and supporting brokers, whilst also unlocking growth in business from non-supporting intermediaries.• Effectively utilised relevant systems such as Salesforce including pipeline management to build reports on panel performance, trends and forecasting.• Pro-actively promoted sales initiatives, tactical offers, discounting and promotions in line with company rules to drive sales.• Responsibly managed own personal development and ensured product, process and market knowledge including competitor analysis was always up to date.• Provided client-facing demonstrations of Vitality systems.

Builds effective relationships with intermediaries and clients by establishing regular contact to understand goals, objectives and challenges met by their business.Supports financial advisers with Vitality’s Life, Health and Invest proposition to help people get healthier, enhance and protect their lives and investments by promoting life, serious illness cover, income protection, private medical insurance and investment products.

Haddenham

· Utilised existing and new sales strategies to consistently exceed challenging targets for sales of Defaqto data software, star ratings and consultancy/insight products. Linking these products to Treating Customers Fairly (TCF) outcomes proved to be successful.· Developed relationships with senior members of staff at client organisations with a view to understanding the business’s strategy, objectives and challenges.· Delivered onsite sales presentations at decision maker level to demonstrate the value of the Defaqto proposition, product and benefits.· On an on-going basis I maintained an up to date sales pipeline in order to qualify, prioritise and forecast revenue income opportunities accordingly.· Organised and chaired regular client account management meetings to review product performance, share best practice and discuss industry activity/analysis which built personal credibility with key contacts.· Continued to improve understanding of financial services industry, in particular the general insurance market to identify challenges and opportunities for providers and Defaqto.· Negotiated annual renewals for software and licence agreements, produced strategic account plans and processed accurate orders using an internal CRM dynamics system.

Haddenham, England, United Kingdom

focussing on the life, pensions and investments market and I had the responsibility of managing accounts such as Standard Life, Aviva, Prudential, Legal & General, Zurich, Skandia, Royal London and AIG Life.

Borehamwood, England, United Kingdom

Key clients in this business development role were “Daimler Insurance Services (UK) Limited, Volkswagen Financial Services and a number of smaller finance houses.I also had other various roles at Cardif Pinnacle that included the following:Inbound Claims Handler / Outbound Sales Advisor / Claims Administrator / Assistant Claims Manager

Insurance, Certificate In Insurance

Activities and Societies: Certificate In Insurance (R05, LM1, IF1, IF4, FIT) Certificate in Mortgage Advice (RO1, RO7, CF6, ER1)

Education record