Mortgage & Protection Broker

Responsibilities & DutiesProactively involved in contacting vendors to nurture relationships post valuation right through to completion, while driving average revenue per instruction by upselling conveyancing, financial services and bundle packages i.e. premium listing, featured property, viewing packs etc.To provide an amazing home moving experience from the point of instruction through to the point of completion.Handle complaints about Yopa and our recommended partner services arising during the transaction and resolve to a positive outcome.Remaining actively engaged with markets in the North East and North West, providing first hand advice on marketing strategy and price management to all live vendors on a weekly basis to ensure we sell clients properties swiftly.Liaise with various department to resolve customer enquiriesNumber of Employees: 100+Turnover Circa: £20 Million

My role was to work closely with landlords and investors in order to obtain their instruction to market their properties for let. Subsequently to which, the focus was to then drive and motivate a small team in what was a very competitive market. Key accountabilities: Branch performance and contribution. Performance against key activity targets including referrals. Business creation in all key areas. Personal MA generation. Property register management • MA to instruction conversion personally and for the branch • Operational Audit Adherence • Brand guidance adherence • Potential log and opportunity log standards • Client and applicant notes standard • Client standards • Branch Database development • Sales and Lettings core Priorities • Staff Development • Third Party income generationNumber of Employees: 250+Turnover: £25 Million

My role was to build and maintain strong client relationships and consistently provide exceptional client service. Identify client requirements and match those to our property portfolio.2015 Achievement: Top 10 in Company for Gross Fees invoiced (publicly congratulated at the Company Christmas celebration) and featured in the Achievers’ Gallery for the best review of the month for the entire company (Nationwide).

With a focus of delivering sales on new business of on-line coding and marking equipment to companies in the food, pharmaceutical and manufacturing industries, I obtained a number of accounts from a major competitor, the most notable generated £120K of capital equipment business.Effective time management and carefully planned visits have been essential to efficiently cover an area extending to the far reaches of Cornwall.I could confidently recommend our products to customers due to the high level of technical understanding that I developed through product training for Thermal Transfer Printers, Thermal Inkjet Printers and High Definition Case-coders combined with substantial practical experience.My training in the CRM system SAP saved me significant time in completing my administration and helped allow me to dedicate more of my time to focus on sales.Number of Employees: 80Turnover: Approx. £18 Million

Having more than doubled sales of consumables for Hot Foil and Thermal Transfer Printers in my first few years working for the company I was promoted to become solely responsible for the sales of all printers and consumables within the company’s portfolio.I introduced a product to the reseller market with sales in excess of £350K in the first year.I expanded the company’s product portfolio by effective networking with reputable suppliers.I innovated, designed and launched a new website which had a significant contribution to the £100K increase in sales evident within six months of the launch date. Ensured regular improvements to this site, moving to e-commerce for first consumables and then printers, and transformed the existing main company website.I made fortuitous decisions on how to raise company profile electronically and liaised with marketing professionals to modernise existing company literature. I have been responsible for a large proportion of the new staff training in the sales team, for both Sales Administrators and Field Sales Colleagues.Number of Employees: 20Turnover: £4 Million