Amending and re writing wills for existing clients. Also giving advise on trusts which suits the customers needs.

Wills

Manufacturers of super insulating skylights for flat roofs

My role was to reclaim back the mis-selling of PPI (Payment Protection Insurance) through cold calling and warm leads. We were targeted 4 sales a day to start with then my target increased over time to 10 per day. Thid is a highly targeted driven role were we had weekly and monthly targets to achieve. Then I went on to reclaiming back package bank accounts for several months and now have become a Will Writer for the company. We have calls allocated in the diary (around 4-5) were clents want… Show more My role was to reclaim back the mis-selling of PPI (Payment Protection Insurance) through cold calling and warm leads. We were targeted 4 sales a day to start with then my target increased over time to 10 per day. Thid is a highly targeted driven role were we had weekly and monthly targets to achieve. Then I went on to reclaiming back package bank accounts for several months and now have become a Will Writer for the company. We have calls allocated in the diary (around 4-5) were clents want their Wills to be instructed. And we have to assess the clents need for a Will and advise them of all the Trusts which are available to their specific needs. Show less

My role was to manage 500 clients on my database to supply various office products to a range of businesses and at any chance to up sell and cross sell products to the clients need. And to insure the day to day running of the accounts and hit cash and profit margins.

Processing SA (self assessment) forms for the tax year. And training new starters on the data base and how to complete SA forms