providing energy performance certificates to show the energy ratings of domestic properties

Sales of mortgages and protection products* Whole of market

Advising and sales of life assurance critical illness unemployment and redundancy cover* Face to face sales in the North West and Yorkshire areas* Completion and follow up of documentation

Provided protection advice using Pruprotect

* Sale of home improvement products* Cold calling prospective clients

Sales of mortgages and protection Products* Setting up working practices* Liaising with product provider* Lead generation

Sales of sub prime and right to buy mortgages and protection products* Building branch relationships to provide leads* Supporting the head office * Sourcing team implementation

Advising and sales of mortgages and associated products.* Calculating client's protection shortfalls. * Prospecting of clients by telephone and face to face.* Support the regional office by maintaining databases.

Effectively managing a portfolio of clients.* Establishing need for protection.* Sales of non-regulated protection products.

The conversion of existing and new customers to the benefits of reduced energy costs.

Sales of general branch insurance.* Negotiating with all levels of management.* Providing qualified leads to financial consultants.* Being involved in local sales initiatives and cold calling* Obtaining new business by referrals.* Preparing and analysing information for reports.

Sales of protection savings and investments.* Provided qualified leads to my sales manager.* Maintaining existing client base by providing regular service calls.* Consultation of company products.

Sales of protection savings and investments.* Dealt with new and existing customers.* Promotion of and Sales Development of Products.* Business to Business.* Advising and educating consumers and traders.

Sales of protection savings and investments.* Consistently achieving and exceeding set sales plans.* Maintaining qualifications in all branches.* Discussing benefits of products.* Involved in the restructuring of the branch* Liaising with management / customers.* Discussing clients needs.* Promoting benefits of products.* Dealing with after sales enquiries.