Jason Lott Email & Phone Number

Southampton

I cover all aspects of technical knowledge relating to money purchase occupational and personal pensions as well as life aspects covering trusts and taxation. This involves extensive work on the helpdesk supporting advisers, consultants and administration. The information given is based on technical solutions and the dissemination of legislation to help.

Originally taken on as a telephone financial adviser I graduated to the Technical Services Department in September 1998. The role involves giving technical support to all sales channels of Friends Provident, from IFA to the direct sales force. The technical environment is one of tax and legislation and includes a financial planning service designed to.

Territory Sales Manager covering a variety of areas before being transferred to another depot with a fixed area. I was responsible for maintaining and developing an existing area in the free trade sector and expanding our soft drinks acquisition into fully fledged beer trade accounts. I was able to negotiate prices and installations to acquire new business.

I was responsible for the development of the sales of Gibbs Mew products and other factored lines into existing customers and for developing new free trade business. I was able to negotiate terms to agreed levels and to agree promotional activity. I recommended to management terms, which were beyond my authority, in order to secure volume trade.The.

To sell advertising space in the field and over the phone. Selling and arranging specific sales features. Producing suitable and accurate copy for publication and keeping detailed records of clients’ requirements and budgets.

Surveying

7 ‘O’ Levels and 2 ‘A’ levels. One year of degree course at Trent University. CII FPC 1,2 & 3. CII G60, K10, JO5, CF9, RO4, RO3, R08.

Education record