David Rea Email & Phone Number

Alloa, Gb

Stirling, Scotland, United Kingdom

Experienced in proposition management, product ownership as well as propositional support for pension and retirement income products and funds. Supporting development and maintenance of existing products/funds being commercially focused but ensuring the right customer outcome Excellent stakeholder engagement/management across a variety of internal M&G, and external departments, as well as 3rd party suppliers Identifying opportunities for improvement to existing products / propositions using analysis and interpretation of key data points (financial and non-financial) ensuring customer outcomes and regulatory requirements are met. Working within appropriate governance processes. Vast experience of development and analysis of MI, including development of nursery reports for new propositions using customer MI and feedback to drive business decisions. Working with business areas to co-ordinate the management of end to end propositions, from customer services to finance etc. Lead and/or support the delivery of projects or assignments to drive commercial value, while understanding managing any Risks. Responsibility for the management of concessionary business with distribution, highlighting/assessing emerging trends while managing distribution/adviser expectations, and balancing commercial/customer considerations Breach awareness and support for cross functional teams. Additionally support teams such as marketing with messaging and training on propositions. Developing strong proposition communications in line with COBS rules.

Developing and maintaining marketing requirements across product ranges, initialising customer research on the creation of new assets , as well as utilising insight to simplify and improve existing materials to achieve the right customer outcome. Vast experience of leading product and regulatory projects ensuring marketing requirements support new and existing customers outcomes. Experience of providing marketing services as part of campaigns, projects in both digital and written mediums Understanding of creating new materials supporting propositional launches and development, dependent on customer need and outcome. Completed proactive campaign strategies for adviser/ customer mailings meeting business and customer needs including introduction of pension freedoms. Reporting and analysis of customer feedback used to improve new and future campaigns, as well as existing marketing material and processes. Digital marketing support Ability to display difficult and technical information in a simple and easy format working with compliance and risk teams.

Direct to customer selling of financial products. Online via webchat and telephony sales.Successful meeting of sales/compliance targets in a highly competitive market, while adapting to ever changing procedures due to the development of regulatory rules.Liaising with senior management for improvements for the sales process while understanding views of compliance and risk and maintain customer outcomes.Maximising client contact by utilising customer leads generated by both internal and external sources.Training of new and existing staff, on technical procedures, i.e. soft skills for client contact and best practice for system use.Relayed customer perception of marketing materials (website etc) to marketing team to effectively improve consumer contact and maximise sales in a cost efficient manner.Maintaining a high level of both technical and industry knowledge.

Stirling, Scotland, United Kingdom

Provided IFA’s, industry professionals, authorised 3rd parties and policy holders with technically accurate and compliant information regarding a variety of products, including pensions and bonds. Ensure resolution of queries and complaints within regulatory time frames. High level of product/regulatory knowledge. Headed a successful training programme to aid retention of policies limiting the impact of adviser churning.

Bachelor Of Arts (B.A.) Hons, Business, Management, Marketing, And Related Support Services

Gnvq (Advanced), Business Studies