Advise on pension transfers to obtain the best value and performance, have conducted a number of transfers to master trusts set ups in recent times due to ongoing governance upgrades.Followed business development routes through networking events in the Limerick area and generated new leads for the office pipeline.More private sector focused in the group pension sector.Coordinated a new CRM system and digitalisation of office data, along with a new system and datamanagement set upIntroduced and initiated a lead generating online marketing campaign

Interacted daily with nationwide brokers and stakeholders to prepare them to transition existing group pension schemes to Aviva Master Trust in order to become IORP II compliant.Grew my SQL experience and business analysis skills while working closely with IT and internal stake holders.Clearly communicated change processes internally to account managers and equipped them with the means to inform brokers and schemes alike.Delivered key performance updates to the wider organisation while identifying issues and allowing us to understand the scope of what was required in terms of resources, budget and compliance requirements.Coordinated and managed the 2022 deadline extension activity to all Aviva group schemes to the satisfaction of the Pension Authority, providing them with key metrics, tracking and documentation thus keeping schemes compliant.Organised the new transition team to begin implementing the processes I helped design and setup, including training for system data management.Worked on many varying project aspects simultaneously alongside the team creating change initiatives to understand IT requirements in order to future govern the system processes.Completed Aviva’s Change Management Framework course (ACF)

I provided comprehensive financial planning and investment advice to public/ private sector clients, and professionals. Marketed a broad array of financial products and services to these clients and their businesses, including custom investments, protection, pensions, and lending.As a financial advisor I exceeded quarterly targets and achieved sales growth of over 118% per quarter with my clients in Clare/Limerick/Laois.Conducting effective sales presentations.Reports weekly/monthly to sales meetings/reviews. Generate new business through referrals and presentations.Consult with clients after sales to resolve problems and to provide ongoing supportManage a substantial portfolio of over 2,000 clients and focus on the generation of new business leads with the aim of converting to revenue generation.Implement strategies to cross-sell to the existing client base to meet the client's needs Find waysto save our clients' money and increase their wealth.

Brokered energy and water filtration sales in both commercial and domestic areas covering the Munster region, managing sales teams, goal setting and helping employees to achieve their targets.Project managed large scale installations of water filtration systems in commercial warehouses and public sites nationally.Planned and commissioned reverse osmosis systems ensuring the micron level stayed below accepted parameters by providing a live monitoring alarmed system.Carried out risk and business analysis to assess the feasibility of such projects for stakeholders to ensure clear direction for a detailed plan.Hired sales staff, provided training and assisted them on a weekly basis., organized and delegated the duties of the technicians on large projects.Identified, developed and implemented new processes to facilitate continued evolution of water recycling, waste management and machine cooling.Steered the business through challenging economic times by managing costings and cash flow.

Operated a successful contract cleaning business.This comprised of 2 valet centres and a mobile unit for commercial contracts. Together they were staffed by between 2 and 7 employees on a weekly basis, depending on the demand.Created a thriving business, which was purchased by national company.