Catherine Scragg Email & Phone Number

Perth, Australia

As a Senior Partnerships Manager at Bupa Australia & New Zealand, my role is to deliver portfolio performance excellence, to review revenue and growth targets by establishing sustainable long-term business to business partnerships with our most valuable strategic Platinum clients. Develop and execute strategic partnership planning including, annual activity plans and annual review for our key clients. including managing our promotional budget! Continually, keeping abreast of market business intelligence including industry trends and identify strategic new business opportunities within WA & NT.

Perth, Australia

Managing a team of sales professionals and responsible for all aspects of the teams’ daily duties. Account managing our key connections, up-skilling the team on our full range of products. Cross selling our packaged products, coupled with the enrolment of new union members. Achieving our daily targets consistently allowing for less active periods, whilst ensuring great business relationships with our Union clients.

London, United Kingdom

Managed a wealth of high net worth business accounts, providing dynamic bespoke services to our key connections, offering a worksite marketing solution to inform and educate employers regarding legislation and implementing new Stakeholder Pension Schemes to our existing key accounts whilst working on new sales acquisitions throughout the United Kingdom.

Leicester, United Kingdom

Part of a team of qualified pension and investment consultants, specialising in Self Investing Personal Pensions, offering high net-worth clients freedom within legislation to invest their pension funds, investing into various portfolios thus enjoying the tax free offerings. • Responsible for corporate group schemes enabling them to purchase residential properties within their retirement funds• Responsible for securing of all investment and documentation • Liaising with Investment houses on the smooth transactions of clients portfolios• Charing meetings with group directors of large corporate schemes to ensure smooth transfers of funds• Producing annual investment reports to clients pertaining to their funds within their scheme• Up selling and cross selling the full range of our products and services

Peterborough, United Kingdom

This was the start of my career in financial services. I started off selling general insurance and medical benefits, arranging face to face appointments through cold calling. I worked closely with my Area Manager and arranged and qualified leads, leading to many sales. In Oct 2000 I was given the opportunity to study for my Financial Diploma papers and on passing these exams I was given a training position as a financial advisor selling the full range of products from investments to life and pensions, whilst maintaining successful sales in general insurance.• Working on my own merits establishing a new client base building relationships with our existing business clients and establishing new clients business to business• Recording and documenting of all products sold to clients• Up selling cross selling a full range of products• Time management of diary• Weekly targets met consistently• Earned the respect from my male colleagues• Delivered in house training presentations• Maintained full knowledge of the growing changes in government legislation

United Kingdom

Completed 9 years serving in the Royal Signals, as a Secure Document Crypto Supervisor in a static and operational environment. I served in Germany, Northern Ireland, Cyprus and the UK. • Responsible for the line-management of a variety of data systems and teams• Responsible for all secure documents passing through secure lines of communication • Save recording and secure holding of all classified documents and material• Working on an automated network to ADP support equipment• Responsible for the management of shift/operator personnel• Is able to work under strict time constraints• Works closely with outside agencies for the safe delivery of all classified material • Able to work under immense pressure

Glasgow, United Kingdom

Working for part of the Safeway Group selling and installing new ranges of Pretty Polly Hosiery within large supermarkets. Building new relasonships within the retail environment to gain new accounts, whilst selling their full range of products. Arranging business meetings with store managers and working under pressure to reach targets. • Building up client base, new and existing• Setting up beauty parades to gain new accounts• Introducing new ranges of tights into retail supermarkets• Installing new and existing stalls and maintaining the stock• Stock ordering under time constraints• Responsible for own leads by using various means: Prospecting business to business, phone appointments ect