Jonathan Sharples Email & Phone Number

Wigan, England, United Kingdom

Wigan, England, United Kingdom

Part of my role as Head of Operations requires me to asses our risk management on a daily basis. This includes listening to the advisers call recordings, flagging up any compliance issues, then creating a personalised development plan. As part of the development plan, the individual will undertake side-by-side coaching, share best practice with other advisers, and attend more frequent one-to-ones.Pinnacle run on a two stage activation process; I call the customer 48 hours after the… Show more Part of my role as Head of Operations requires me to asses our risk management on a daily basis. This includes listening to the advisers call recordings, flagging up any compliance issues, then creating a personalised development plan. As part of the development plan, the individual will undertake side-by-side coaching, share best practice with other advisers, and attend more frequent one-to-ones.Pinnacle run on a two stage activation process; I call the customer 48 hours after the initial sale making sure they are happy with the plan, ensure they have a full understanding of the policy and answer any questions. This has helped to reduce CFI and lapse rates.We have strong relationships with our insurers, taking part in regular training, social events, and discussing new products. I review our metrics to identify how we can be more profitable for ourselves as a business, and our insurers. Show less

Greater Manchester

Setting up a new company utilised a combination of skills and experience I gained throughout my career in the insurance industry. We started from scratch; From setting up banking, office space and websites, to which CRM was used, dialer setups, scripts and fact finds.Initially, I took on a multitude of roles to manage cashflow. Myself and my business partner would purchase web leads and perform frontline roles including cold calling and follow ups. We also would attend various… Show more Setting up a new company utilised a combination of skills and experience I gained throughout my career in the insurance industry. We started from scratch; From setting up banking, office space and websites, to which CRM was used, dialer setups, scripts and fact finds.Initially, I took on a multitude of roles to manage cashflow. Myself and my business partner would purchase web leads and perform frontline roles including cold calling and follow ups. We also would attend various networking events to promote organic lead growth.Due to our successes, we then looked to recruitment to expand the team with inhouse lead generators and sales staff to manage the workflow. At this stage we were an appointed representative, with future goals to become directly authorised, which leads onto the next role of Pinnacle Protect. Show less

My duties as before stood, but I had the additional responsibility of helping manage the sales floor and developing our staff.

My main duty would involve auditing calls from the sales staff, running through compliance forms with advisers, and identifying risks within the company. This role involved a lot of difficult conversations, so it was important to be able to conduct my words in a constructive but firm manner.

I worked as a lead generation manager for Quote my Life, building and managing the team from new starters to experienced telesales staff.The role required me to perform morning meetings planning a structure for the day, along with training sessions. In addition to this, I would review the figures against targets, then report to directors and higher management.

Bolton

I progressed roles within Gopher Money to a more responsible position as a Financial Assessor. This was a much more interesting role which involved assessing customers debts and identifying the most suited solution. I was also nominated for the Level 2 Team Management qualification. Unfortunately, this did not proceed due to company administration.

Bolton, United Kingdom

I started at Gopher Money on the concept team. My role involved helping people consolidate their debts by using a loan or referring for alternate solutions such as IVA’s and debt management. Being new to the industry, I faced unfamiliar challenges where I was well supported by the company’s training and development. I pride myself on being a fast learner, which reflected in my target performance and being awarded ‘Lead Generator of the Year’ in 2015.

Manchester

As a sales adviser I was responsible for identifying claimants for mis sold PPI. Each month I exceeded my targets, due to appropriate objection handling, knowledge of the product and open questioning. This resulted in me becoming one of the highest performers on my team. I was seen as a helpful and approachable member of the team and won awards for ‘going the extra mile’ for both customers and the business.

Ramsbottom

During my time at Ramsons I progressed roles from Kitchen Assistant, to Assistant Pastry Chef, to Head Pastry Chef. Working at Ramsons restaurant increased my confidence and enabled me to work as part of a team. Throughout my time here I was encouraged to use my initiative and create new recipes under the guidance of head chef Abdulla Naseem.