David Hall Email & Phone Number

• Relationship and budgetary management and consultancy with key distributors and suppliers of distributor technology.
• Driving adoption of key ecommerce functions and servicing within distributor practices.
• Negotiating and implementing third party commercial contracts and Legal Frameworks.
• Creating and presenting e-Clinics around UK to assist advisory firms address an ecommerce strategy.

Newcastle Upon Tyne, United Kingdom (NU)

• Sales Skills - Fact-finding / identifying IFA needs. Presentation skills,objection handling, planning / prioritising, Business development / marketing, Application of sales ideas. Promotion of Mortgage Desk.
• Supervising administration team and prioritising work flow.
• Training, coaching and appraising team members.
• Liaising with field staff in delivering agreed service standards to IFAs.
• Accompanied IFA visits to support field staff and enhance key business relationships.

Newcastle Upon Tyne, United Kingdom

• Relationship, budgetary and risk management and consultancy with key distributors and suppliers of distributor technology (Portals, Customer Relationship Management Systems, Best Advice and Research Systems, Planning.
• Winning new distribution deals as part of a virtual bids and tender team often being a key delegate in the presentation stages, with subsequent accountability in bringing deal to market.
• Participation in industry forums in thought leadership on industry issues such as advice models in post RDR world, Data Security and Straight Through Processing.
• Management of substantial budget delivering propositions within distributor technology systems including contract and commercial negotiations within Supplier Risk Management principles.
• Extensive consultancy across products areas including Protection, Health, Individual Savings, At Retirement and Corporate Benefits.
• Management, coaching, recruitment and appraisal of staff with appropriate HR systems and processes.

Newcastle Upon Tyne, United Kingdom

Newcastle Upon Tyne, United Kingdom

• Formulate and agree personal business plan to achieve set targets.
• Achieve new business targets; call activity targets and business mix.
• Maintain records for personal, management and company use.
• Control expenses within budgetary constraints.
• Achieve and maintain product knowledge, technical competence and compliance adherence.
• Prioritise work to ensure IFA/ management deadlines are met.