Jo Deeks Email & Phone Number

Financial Advisor providing advice on Pensions, Savings, Investments, Mortgages, & Insurance

edeus, Managing top 20 packager accountsResponsibilities include:Develop and maintain business relationships with key figures within key accounts, as well as with those involved in the direct selling of their propositionStrategy planning using MI with key persons to establish expected business volumes and plan targets Discuss marketing plansWork with key accounts to develop exclusive productsHold and manage training sessions for direct sellers and advisors within key accountAchievements include:Company launch campaign, this included inviting and ensuring the right guests were present at launch presentations; Traveling the country and attending 24 of the 25 presentations held over a 1 month period; Presenting at events to over 200 peopleOvercame the doubts and reservations key accounts had regarding the commitment our business had to the packager market, which came to be reflected in business activityAchieved growth, in targeted business areas within 3 months.Identified system glitch through continual monitoring and close working with direct sellers and key account directors, and through persistent feedback and determination to resolve the issue provided a resolution

Responsibilities include:Develop and maintain business relationships with new & existing customers.Strategy planning using MI, establishing who I should be visiting and why Keeping clients up to date with Northern Rock Products, Procedures & SystemsPresentations, ReportingAchievements include:Achieved Directors club, positioned as number 1 BDM for business submitted July to December 2005Quarter 3 2005 c95,million submitted business against a target of £75 millionQuarter 1 2006 achieved 4th place for overall business submitted (£101,million)Quarter 2 2006 as of end of May, positioned as number 2 BDM in the regionCovering for my manager in his absence, duties he has asked me to cover have included, reporting, escalations & interviews of new BDM'sSuccessful deployment of Northern Rocks new online systemDesign of a database to be used by all BDM's at Northern Rock