David Rawson Dippfs Email & Phone Number

Gateshead, England, United Kingdom

Gateshead, England, United Kingdom

Gateshead, England, United Kingdom

Gateshead

Newcastle Upon Tyne, United Kingdom

As an Auto-Enrolment Account Manager I worked with a client bank of accounting firms that grew from roughly 180 to 300 individual clients. I provided technical support for using the auto-enrolment solution that they had signed up with True Potential to use, customer service to handle any market queries surrounding auto-enrolment, and sales support to persuade my clients to sign up their own payroll clients with True Potential for auto-enrolment.I often undertook the presentations to showcase the solution and close the deal with the accountant that the demonstration team would normally do and was frequently at the top end of the team for getting the most firms signed up in a given month (which we were targeted on) and for working with the highest number of unique clients in that time. In 2018 the role evolved outside of auto-enrolment and I was tasked to invite my clients into our head office and to host them for an Insight Day where I and members from the Investment Management team would detail the platform, portfolios and method of providing financial advice to their clients. This often involved entertaining the clients the night before and organising their travel and accommodation.Due to my technical proficiency I was often asked to assist other members of the team in problem-solving if ever there were issues with the system or with a struggling a client. I was also asked to undergo break-testing for new software updates on behalf of the development team as I was known for being thorough and having extensive knowledge of the inner workings of the software. The marketing team would also often ask me to proofread client communications before they were sent out as I had a keen eye for detail and strong professional writing skills.

Newcastle Upon Tyne, United Kingdom

Telesales role that involved cold-calling accountants to pitch them our auto-enrolment solution and persuade them to sign up for a one-to-one online presentation with our demonstration team. This involved following up with emails, calendar invites and calls to ensure the presentation went ahead. The deal was only finalised upon attendance of the demonstration.I begun this role in the final week of January 2017. I was top salesman in February and was promoted to Account Management at the beginning of April.

Generating leads, managing accounts, general admin, sales order processing, handling customer enquiries via telephone and email, navigating databases

R06 - Financial Planning Practice, Pass

R05 - Financial Protection, Pass

R04 - Pensions & Retirement Planning, Pass

R03 - Personal Taxation, Pass

R02 - Investment Principles & Risk, Pass

R01 - Financial Services, Regulation & Ethics, Pass

Bachelor'S Degree, Accounting

4 year sandwich course with 1 year studying abroad at Ljubljana University, Slovenia. Graduated with 2:1 honours.