Hazel J. Email and Phone Number
Business Development Director, Retail Annuities. 🏆 Mortgage Introducer Elite Women 2023 & 2024📖 Fully qualified in financial planning, mortgage advice, equity release and protection advice 🏅Highly Commended: Protection Review's Young Achiever Award 📈 Passionate about growing business and helping advisers and advice firms achieve strategical growth, development and success 🎙️Co-host and founder of the Just Covered Podcast : https://open.spotify.com/show/0s2xsNwKGzrNizhTFdoppt?si=e64c68cd80df4912⚽️ Helping professional athletes (predominantly in the football profession) achieve property investment goals via Altro Property I am successful and skilled in leading teams, developing strategy and creating content to address adviser needs in the financial services market. Please feel free to reach out if you have any questions or want to talk through strategy implementation, leadership, retirement planning, mortgage advice, financial advice, life cover, income protection, critical illness cover and/or equity release. I am happy to meet in Edinburgh, London or virtually.Alongside my day job, I'm an Air BNB superhost and run several rental properties across Edinburgh and Aberdeen via Altro Property. When I do have "spare" time, I love walking Darcy my beagle, trying new restaurants and all things interior design!
Legal & General
View- Website:
- legalandgeneral.com
- Employees:
- 6138
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Business Development DirectorLegal & General Mar 2024 - PresentLeading the UK-wide Retail Annuities Business Development team. Our goal is to achieve growth in the annuities market and increase the use of L&G’s annuities propositions by advisers to help meet their clients goals within retirement. As part of this role I am also taking on a Product Owner position within a change Scrum team.
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Market Development ManagerLegal & General Jan 2022 - Mar 2024My role is to help businesses providing advice across wealth planning, equity release, mortgages and protection to grow and build strategies to incorporate protection processes and sales. Working closely with Business Development Managers, Strategic Account Managers, Product Development and the Marketing team, my goal is to grow the number of clients using Legal and General for their financial gaps and insurance needs. The role involves finding and implementing innovative ways to grow the business, develop engaging content for BDMs and SAMs to use with their stakeholders, design and deliver educational sales webinars, design and deliver interactive workshops and host live conferences and events (<100+ attendees).
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Strategic Account Manager - St. James'S PlaceLegal & General May 2023 - Dec 2023United KingdomWorking as a Strategic Account Manager for Legal and General's partnership agreement with St. James's Place. This involves everything from arranging adviser training events all the way through to our product and proposition offering to St James's Place advisers. I am currently balancing this alongside my role as a Market Development Manager.
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Airbnb "Superhost" & Multiple Property LandlordAltro Property Feb 2021 - PresentSelf-manage various properties in Edinburgh and Aberdeen via Altro Property and always looking to grow this further. A mix of residential BTL and a "superhost" on AirBnb. Search Altro Property if you are interested in assistance for your properties or property portfolio growth. -
Regional Manager - Later LifeNationwide Building Society Nov 2019 - Jan 2022Scotland/Northern Ireland/North EnglandThis role involved developing, leading and implementing a regional later life planning team covering the whole of the North region when Nationwide formed the launch of the equity release product. The team specialised in giving advice to members aged 55+. I was responsible for growing this business from scratch, the teams sales performance, conversions, risk metric, coaching and mentoring. It was also my responsibility to ensure my team and I were engaging with branch colleagues and other business areas to generate leads. My number one goal was to ensure constant business growth within the region.More latterly in this role, due to the success I'd had within my own region, I was seconded in to a project team where I focused on performance growth and people strategy for the entire later life department. This gave me experience working alongside exec board, CFO, business analysts, marketing teams, communications teams, web designers and product teams to find solutions to improve our end-to-end journey for the; customer, business and/or colleagues. Ultimately finding ways to maximise team performance and profits. -
Mortgage Area ManagerNationwide Building Society Jan 2018 - Nov 2019Bournemouth, United KingdomTo further progress my career as an Area Manager, I took a role in the Bournemouth site which meant moving from Scotland. I had a team of 9 mortgage advisers and my goal was to increase levels of protection sales. Within my time in this role I implemented protection sales workshops in collaboration with our Legal and General account manager (life and critical illness cover) and our RSA account manager (general insurance). Within my own team this workshop increased their protection sales from 17% up to 41% within 2 months. Due to the success, the workshops were rolled out across the business and they increased conversion rates across the video channel mortgage teams within 3 head office sites.
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Mortgage Consultant, Nationwide NowNationwide Building Society Sep 2015 - Jan 2018Dunfermline, Fife, United KingdomI use state of the art HD video conferencing technology to help customers across the UK with their mortgage and protection needs by giving them advice and recommendation on suitable products and services. Customer service is at the heart of everything I do and strive to provide the best customer experience.I have been awarded Mortgage Consultant of the month in both March 2016 and January 2017 . I also take part in numerous charity and fundraising activities through Nationwide - most recently my team and I completed a sponsored walk up Ben Nevis.As well as this, I am currently part of a Change Project which has been formed to help improve the efficiency of our team in Nationwide Now.
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Trainee Mortgage ConsultantNationwide Building Society May 2015 - Sep 2015Dunfermline, Fife, United Kingdom
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Sales And Lettings ConsultantYour Move Jul 2014 - May 2015Dunfermline, Fife, United KingdomNegotiate property sales, up sell extra products and services, provide excellent customer service, manage property marketing during it's time on the market, organise letting check-ins, exhaust all potential sale leads, source potential sellers, landlords, buyers and tenants. -
Client Specialist - Property DepartmentMcewan Fraser Legal Dec 2013 - Jul 2014Edinburgh, United Kingdom
Hazel J. Education Details
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Merit Pass -
Certificate In Mortgage Advice And Practice (Cemap)
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Ivy House LondonLeadership Master Programme -
Certificate In Regulated Equity Release (Cerer)
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Media FirstMedia & Communication Training
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Scrum.OrgPass: 96.3%
Frequently Asked Questions about Hazel J.
What company does Hazel J. work for?
Hazel J. works for Legal & General
What is Hazel J.'s role at the current company?
Hazel J.'s current role is Business Development Director | Business Growth | Strategy | DipFa | CeMAP | CeRER.
What schools did Hazel J. attend?
Hazel J. attended The London Institute Of Banking & Finance, University Of Virginia Darden School Of Business, The London Institute Of Banking & Finance, Ivy House London, The London Institute Of Banking & Finance, Media First, Scrum.org.
Who are Hazel J.'s colleagues?
Hazel J.'s colleagues are Bernard Lakas, Tee Will, Laura Fountain, Lee Trathan, Reuben Gustoni, Richard Drake, Eman Ahmed.
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