Dan Willsher Email & Phone Number

London, Gb

London, England, United Kingdom

London, England, United Kingdom

London, England, United Kingdom

London, United Kingdom

Flagstone's secure online cash deposit platform gives Companies/SMEs, Charities, Wealth Managers, HNW Individuals and Trusts access to more than 500 deposit accounts on completion of a single application, empowering them to earn more interest income and reduce risk through diversification and greater utilisation of the protection provided by the Financial Services Compensation Scheme (FSCS). - More interest income – typically by a multiple of between 2 and 9 times- Secure 24/7 online access to 450+ deposit accounts - Authorised and Regulated by the FCA (Financial Conduct Authority)- Cash platform provider to St. James’s Place Wealth Management and Quilter CheviotFlagstone was awarded "Best Savings Platform Provider" at the 2019 Savings Champion Awards and has been nominated in the 2019 FS Tech Awards for "Most Innovative Product of the Year" and "Consumer Finance Product of the Year".To find out more please get in touch or visit www.flagstoneim.com

London, United Kingdom

M&G Investments is well known in the industry as one of the UK’s largest investment houses and works with Financial Advisers, Discretionary Wealth Managers and Institutional Investors. My role is focused on investment sales within the intermediated market. I joined M&G in 2017 as an Investment Sales Consultant within a team covering the Midlands and South West region. After my first year with the firm I was promoted to Investment Sales Manager for Scotland and Northern Ireland working with a panel of high end advisory clients with over £200 million of assets now invested with M&G.It is my responsibility to drive sales, growing our assets under management and retain thesubstantial assets already held. Over the past 12 months, my panel has generated over £50 million of new investment. I am set both sales and activity targets, which I meet through telephone contact, face-to-face meetings, presentations and event activity. By engaging with new firms and implementing an appropriate contact strategy, I am able to understand the investment process and position an M&G solution that ultimately meets the end client’s objectives.

London, United Kingdom

Metlife are one of the world’s largest insurers with a brand most prominent in the US. Metlife made a move to tap into the UK market in 2007 and developed a range of pension, investment and insurance products.My role sat on the Wealth Management side of the business and focused on the sale of guaranteed investment products designed to work in all tax wrappers including ISA, Pensions and Onshore or Offshore Bonds. This was a hybrid role of sales and sales support as I supported between 2–4 Business Development Managers as well as managing my own bank of clients.Metlife pulled out of the UK market on a Wealth Management side in 2017 and the entire sales force was made redundant.

Chelmsford, United Kingdom

Charles Derby is a collection of advisory firms that were operating under the intrinsic restricted model. I joined the firm as a General Insurance Advisor and started my career in Financial Services.The role required me to build up a bank of my own clients, assess their needs and make recommendations. These would typically be on protection products including Life cover, Income Protection, Critical Illness cover, PMI, ASU, MPPI and Buildings and Contents insurance products.

Wellington

Kelly Services is an international recruitment agency with a number of branches in New Zealand. I worked at the Wellington office before returning to the UK in 2013.I operated purely on the permanent recruitment side, generating new placements from business to be filled from my bank of candidates.This was a hugely target driven role with a high expectation to exceed KPI’s. To meet these targets month on month I would cultivate existing client relationships as well as develope new ones through networking and referrals. Managing my own desk of candidates was essential to my success in the role and taught me much in the way of account management.

Wellington & Wairarapa, New Zealand

My sales career began with the Australasian based company of AIDA. The role began as a Sales agent and grew into Assistant Sales Manager.The firm delivered direct marketing campaigns for various well know businesses and charities. As a Sales Agent I worked in the charities division and would actively promote our partners brands and generate subscriptions to the charity.As the role progressed I began training and developing my own team and worked alongside the Sales Manager to meet the teams sales targets.

Business Management (Ba Hons), Business Management, Diploma

Activities and Societies: Human Resource Management, Operations Management, Creativity and innovation Management, Business Informations.

Education record