Rachael Lee Email & Phone Number

Walsall, Gb

Walsall, United Kingdom

Birmingham, United Kingdom

Birmingham, United Kingdom

Lichfield

Stafford

Completed the 6 month programme of intensive training covering Wills, Trusts, Insurance, Protection, Regulations etc. in 5 months to carry out supervised appointments by November 2013 and solo appointments since February 2014.During training period drove business development, proactively identified and pursued opportunities to generate leads, building relationships to generate recommendations and attract custom, e.g. Arranged and attended local and regional Events, Open Days and Trade Shows to represent the business, generate leads and subsequently secured numerous sales.

Stafford

Providing expert financial advice and guidance for clients by maintaining current knowledge of evolving ranges/regulations to suggest/explain appropriate products/services while achieving sales targets.Attending client appointments to prepare Wills, conducting comprehensive reviews of insurance/protection policies to establish potential value - and identify opportunities to optimise - the client’s estate.Establishing, and ensuring clients fully understand, the quality/efficacy/suitability of existing insurance/protection policies and the subsequent impact on their estate.Identifying customer’s personal needs/circumstance and where relevant identifying and recommending better alternatives from a broad spectrum of providers to improve protection e.g. advising on Trusts etc.Results to date:Top in 5 Key Areas in latest 3 month’s FA performance figures: - Storage conversions 100%; - Life conversions 90%;- Most referrals; - Most in-written business; - Most on-risk business.

West Bromwich & Walsall

Promoted from initial role as Sales Assistant at the Walsall branch of Outfit to Shoes Supervisor of Dorothy Perkins concession, to Brand Specialist of Warehouse concession, before being selected to move to the new West Bromwich store in 2013 to assist with the launch, involving training all 48 staff.Fully accountable for the operations and performance of the department/brand, achieving KPIs in: Costs, Sales & Profit; Stock Control; Customer Satisfaction; Staff Performance.Supervisory responsibility for sales team, including induction and training, scheduling and deployment, motivation and recognition, assessing performance and identifying requirements for appraisals.Results: Highest performing store card promoter.

Walsall & Stafford

Began working as a PR Photographer at Casa before being requested by the owner to assist in the development of a recently launched venue in Walsall, reflecting recognition of potential to implement various Marketing & PR initiatives.

Rugely

Offered a permanent role pursuant to successful completion of initial temporary contract and within a year progressed to act as Deputy to the Managing Director of this Transport & Logistics marketing specialist.Deputised for Managing Director to minimise impact of regular absence from office to attend various client meetings, involving supervising team of Telemarketers.Generated quality marketing leads for multiple clients to secure sales appointment for Sales Executives with ownership of account management for various key clients.Results: Quadrupled business within first year requiring the employment of a total of 3 additional Telemarketers over the course of the year to absorb and build on business growth.

Lichfield

Leveraged several years of occupational experience in various various, sometimes simultaneous Service & Sales-oriented roles (including Supervisory) commensurate with GCSE, AS & A Level studies to secure first full-time, office-based employment in a legal environment soon after leaving college.Developed initial remit from assisting in move to a paperless office, to supporting 3 Legal Secretaries and a Receptionist in administrating for 2 Partners and a Legal Executive at this Conveyancing & Probate practice.Key Achievement:Selected to support contracted Accountant by maintaining Practice accounts, involving daily banking and reconciliation, arranging transfers between Solicitor and Client Accounts, entering tax data etc.

Hnd, Fashion & Textiles

Btec, Art & Design, Merit

Nvq Level 3, Business Administration

High School, 3 A Levels

Philosophy & Ethics, Dual Art & Design

High School, 5 As Levels

Philosophy & Ethics, Dual Art & Design, Law and General Studies

High School, 11 Gcses, Including 4 As & 1 B

Activities and Societies: Raised £800 for charity by organising a Fashion Show at Western Road High School; Regular contributor to School.

Cii, Certificate In Insurance