Jake Beale Advdipfa Cemap Cerer Certltcp Fpir Email & Phone Number

Battle, England, United Kingdom

At Drewberry we are a group of independent, unbiased Financial Advisers focused on educating and protecting our clients on a fee-free service. I take pride in providing tailored and holistic advice in all areas of protection insurance to my individual clients needs. I ensure I spend the necessary time required to provide a unique service to each of my clients by fully understanding their needs and requirements before advising on the best course of action.I specialise in:Income ProtectionLife AssuranceCritical Illness CoverMortgage ProtectionFamily Income BenefitTrustsExecutive Income ProtectionRelevant Life InsuranceWhilst advising on a range of financial protection products I have studied for and completed my Diploma in Regulated Financial Planning, which enables me to provide quality advice to my clients.

Worthing

Nsure Chartered Financial Planners are dedicated to protecting the assets and wealth of our customers. With over 35 years trading experience, we work with our customers to ensure they make the best investment decisions for their circumstances, enabling them to keep more of their money in order to fulfil their goals, aspirations and dreams.I joined Nsure on their graduate scheme in November 2015 as a Trainee Financial Planner after graduating from Brighton University with a degree in Accounting & Finance.

Picture More Ltd is a dedicated Executive Search and Recruitment Consultancy. They are particularly strong in partnership firms including legal and accountancy practices and have major clients in banking, insurance and many other sectors. My duties included:•Screening candidates and matching them to suitable job roles•Sourcing job applicants from the database and exploring employment opportunities•Contacting candidates to arrange interviews via telephone and email•Establishing contacts to help build the client database•Negotiating salary and benefit issues with job candidates•Responding to general consultancy enquiries•New business development

Bexhill-On-Sea

I worked as a part-time inbound sales agent whilst studying at university, selling car & bike insurance policies alongside ancillary products to new business clients. This was a target based role, with set KPI's and call quality targets. Working in a team of around 12 sales agents I was consistently one of the top performers in the team in terms of sales figures and the quality of my calls that were assessed. In May 2014 my sales team won ‘Team of the Year’ at the annual ‘Harry Awards’ which recognizes exceptional standards and achievements throughout the past year.Duties included:• Arranging new insurance policies over the phone• Providing customers with new business quotes• Working towards set company and personal KPI’s• Providing a first class, professional service to customers over the phone

Eastbourne

My role at David Lloyd was working in the sales team selling gym memberships to prospective customers. Focused on maximising sales to potential members and hitting personal and club sales targets. Corresponding with customers via email and phone, encouraging visits to the club for a trial. Working in a busy sales environment to meet daily and monthly KPI's. Role involved meeting prospective new members in club to explain the benefits of a healthy lifestyle. In the role I generated my own enquiries and deal with enquiries coming into the club. I understand and meet people’s needs from children to adults, taking my time with every person giving them a positive experience.

Level 4 Diploma In Financial Advice, Financial Planning And Services

Bachelor'S Degree, Accounting And Finance

Activities and Societies: American Football - Brighton Tsunami

Education record