Nicholas Light Email & Phone Number

Northwest

PART OF A TUPE To motivate, lead and inspire a team of Bancassurance Financial Planner Managers to meet and exceed all business objectives.To lead and mentor My Region and to ensure that the behavior in he business met with our corporate values.To ensure that Planner Managers treat customers fairly, to ensure all regulatory, and T&C & TCF requirements have full compliance.To increase the sale of products within the area in order to not only achieve the area sales targets, but to add value for the customer and ensure ongoing growth for the business, and to exceed budget in all areas.To manage, coach and develop Bancassurance Planner Managers to maintain and enhance competence levels on an ongoing basis and ensure they are meeting company targets and their Bancassurance Planner Managers are selling a broad range of company products.To ensure all qualitative measures of the business are maintained and improved where possible, through coaching and developing. Also striving to exceed campaign targets, and getting recognition every quarter and annually.To ensure activity levels within the area are sufficient to achieve business and personal objectives.To work in partnership and build relationships with the Branch Network Regional Managers and Branch Network Area Managers to achieve both sides of the business targets.To work in partnership with the Functional Leader to deliver the wider business planTo attract, recruit, and retain a high performing Team.To support and lead project streams at all levels.

Northwest Region

Bancassurance Senior Regional Director .Responsible for The Northwest Region regulated activity.Design and implementation of processes for effective customer referral and management within retail bank and building society environment.Creation and maintenance of suitability standards and guidance for regulated staffDesign and implementation of T&C Schemes to deliver effective development and supervision of regulated staff within the Bancassurance model. Design and training of sales processes and transactional behaviour for advisers and managers – responsibility for controls and resources to prevent and/or identify risks associated with provision of advice.Knowledge of COBS, ICOBS, MCOB, CASS, DISP, as well as DPA and AML requirementsComplaint Management Past Business Review experience (arising from ARROW visits) Advisory experience - protection, pension, investment and estate planning for private customersFirst and Second line supervision of regulated individuals.To work with all Stakeholders in the business to deliver sales based around the customers needs, which would lead to My region leading the way every year that the Model was in situ.I continued to exceed standards across the business and was awarded the TOP PERFORMING REGION every year running for every standard that the business required.Met and exceeded sales quality standards across the business and was seen as a significant influenc in the Regulated side of the business.Please see my Linkedin Recommendations.