I Have A New Role As An Ifa
CurrentDeveloping new business from self generated clients across the UKManage own diary and manage processing of appllcations Ensure business written gets issued in a timely mannerReview existing Morgans clients' needs and develop business with themDeal with Savings ,Investment, Pension, Retirement and Protection needs of Morgans Ltd clients'L&G - Business Development Manager2005 - 2008Field based Sales Representative IFA Market - developing and maintaining relationships… Show more Developing new business from self generated clients across the UKManage own diary and manage processing of appllcations Ensure business written gets issued in a timely mannerReview existing Morgans clients' needs and develop business with themDeal with Savings ,Investment, Pension, Retirement and Protection needs of Morgans Ltd clients'L&G - Business Development Manager2005 - 2008Field based Sales Representative IFA Market - developing and maintaining relationships with IFAs in south west105% of target and 2nd fastest newcomer in 2006155% increase in business 2007£1mill of new business received to L&G prior to joining (2004 figure)£14 million received in 2006£17.8 million received 2007 Show less