To assess clients' needs and recommend financial protection products that are suitable for their life goals and financial situation. Using 17 years of experience in the protection space to give the best protection advice.

Providing clients and business with the right protection solutions.

Face to face Business Consultant covering the South-West of England. Duty is to establish, maintain and develop effective relationships with Financial advisers. Promote Vitality's Protection / Health / Investment range including, Life, Serious Illness, Whole of Life, Private Medical Insurance, Life Style Care Cover, Business Protection., Personal/Business Health care, Pensions / ISA's.

Sales Executive for a small start up FinTech company covering the South of the UK. Role was to pro actively deal with sales related inquiries on moneyinfo’s full suite of software products designed for the financial adviser market. I supported moneyinfo with face to face interaction with the adviser market as well as digital interaction using webinars.

At Zurich Assurance Ltd, my role was to establish, maintain and develop effective relationships with advisers and networks; achieves success through fact-finding and gaining an understanding of process and procedure. Effectively promotes Zurich’s propositional range, including Pensions, Investments, Funds, Platform and Protection, through mutually prosperous relationships with intermediaries. Supports and promotes a culture of collaborative success by maintaining strong and fruitful… Show more At Zurich Assurance Ltd, my role was to establish, maintain and develop effective relationships with advisers and networks; achieves success through fact-finding and gaining an understanding of process and procedure. Effectively promotes Zurich’s propositional range, including Pensions, Investments, Funds, Platform and Protection, through mutually prosperous relationships with intermediaries. Supports and promotes a culture of collaborative success by maintaining strong and fruitful relationships with intermediary's. Show less

Provide sales support to face-to-face sales consultants, as well as providing assistance to aligned key Intermediaries helping ZIG Sales achieve defined sales targets. Dealing with new and old business queries and complaints.Helped with the rollout of a Intermediary Platform into the adviser market using the brand strength to get traction. Help implement the process into adviser business models to help add value in the robust, repeatable process.

To provide a five star service to our distributors with emphasis on attention to detail and exceeding service standards. I mainly deal with emails and phone calls from independent advisers.