Robert Levy

Robert Levy Email and Phone Number

Independent Equity Release Adviser @ The Later Life Lending Network
solihull, united kingdom
Robert Levy's Location
Colwall Stone, England, United Kingdom, United Kingdom
Robert Levy's Contact Details

Robert Levy personal email

n/a
About Robert Levy

Robert Levy is a Independent Equity Release Adviser at The Later Life Lending Network. He possess expertise in insurance, account management, product management, sales, new business development and 23 more skills. Colleagues describe him as "Bob is a very dear friend and is always loyal and hard working."

Robert Levy's Current Company Details
The Later Life Lending Network

The Later Life Lending Network

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Independent Equity Release Adviser
solihull, united kingdom
Website:
thelaterlifelendingnetwork.co.uk
Employees:
10
Robert Levy Work Experience Details
  • The Later Life Lending Network
    Independent Equity Release Adviser
    The Later Life Lending Network Jun 2020 - Present
    Malvern Hills, England, United Kingdom
    Whole of market advice on Lifetime Mortgage equity release products.
    View
  • The Right Equity Release Limited
    Equity Release Adviser
    The Right Equity Release Limited Feb 2017 - Jun 2020
    Malvern
    Whole of market Equity Release adviser.
    View
  • Aviva Home Equity Release
    Equity Release Adviser
    Aviva Home Equity Release May 2016 - Feb 2017
    Colwall Stone, Hereford And Worcester, United Kingdom
    Advising clients on equity release products.
  • Legal & General
    Protection Development Manager
    Legal & General Aug 2008 - Oct 2015
    Intermediary sales consultant for L&G's market leading life product proposition.
  • Specialised Investment Property Services Ltd
    Development Director
    Specialised Investment Property Services Ltd 2003 - 2007
    SIPS delivered professional, comprehensive and effective solutions for property investors in the UK and abroad. Originaly set up to offer residential property management to the trutees of SIPPS.Identify Market; Devise service proposition; Map out administration system.Set up appropriate IT systems;Identify potential clients and introducers – Trustees, Accountants, Solicitors, and IFAs Present proposition to potential clients.
  • Britannic Assurance
    Head Of Ifa Distribution
    Britannic Assurance 1999 - 2003
    Budget holder for IFA division, responsible for sales and regulatory compliance. Tasked with achieving the sales target through training, motivating and focusing the IFA Call Centre, Sales and Administration teams. Marketing initiatives, campaigns and advertising design. Product development, management of outside third party clients, services and agencies as well as National Account Management roles. Key Achievements:Successfully re-directed and developed the company’s April 1999 launch into the IFA sectorMade changes to the original product in Nov ‘99, resulting in an immediate and significant improvement in sales
  • Colonial Mutual
    Key Account Manager
    Colonial Mutual 1997 - 1999
    Responsibilities:Worked with the Head of Channel to launch an IFA division5 Regional Sales Manager direct reports Service via a ‘state of the art’ call centre with a flexible inbound /outbound team of around 10, and 3 administratorsKey member of a small team that developed and successfully launched the UK’s first Critical Illness cover ‘buy back’ contractPresented to representatives of the Government of the Peoples Republic of China, resulting in the company’s successful application for a licence to develop that market Chaired and presented a 14 venue round of Countrywide (Sesame) Network seminars

Robert Levy Skills

Insurance Account Management Product Management Sales New Business Development Income Protection Start Ups B2b Business Strategy Business Planning Sales Management Risk Management Business Development National Accounts Public Speaking Staff Development Mortgage Lending Marketing Strategy Leadership Change Management Marketing Communications Team Leadership B2l Presentations Presentation Skills Seminar Presentations Training And Development Training Seminars

Robert Levy Education Details

  • Clifton College
    Clifton College
  • West House School
    West House School

Frequently Asked Questions about Robert Levy

What company does Robert Levy work for?

Robert Levy works for The Later Life Lending Network

What is Robert Levy's role at the current company?

Robert Levy's current role is Independent Equity Release Adviser.

What is Robert Levy's email address?

Robert Levy's email address is bl****@****d.co.uk

What schools did Robert Levy attend?

Robert Levy attended Clifton College, West House School.

What skills is Robert Levy known for?

Robert Levy has skills like Insurance, Account Management, Product Management, Sales, New Business Development, Income Protection, Start Ups, B2b, Business Strategy, Business Planning, Sales Management, Risk Management.

Who are Robert Levy's colleagues?

Robert Levy's colleagues are Alex Ambler, Keith A Jones Dippfs, Mark Hodson Cemap Cerer, Rebecca Egerton, Mark Hodson, Rose Regan, Paul Fleming.

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