Business Development Manager for HSBC for Intermediaries, covering Wales. Providing information and support to Mortgage Brokers and Intermediaries on the HSBC proposition.

Call Centre Environment – telephone based advice to clientsRunning a team of 8 Mortgage AdvisersCoaching and training team members to achieve and exceed personal targetsConducting one to ones and performance reviewsImplementation of development plans to coach under achievers and plan further goals for those exceeding targetsMaintaining compliance and risk , ensuring that all advice is "right first time" , recommended to a specific need, and customer centric at all times.Conducting interviews for Aspiring Mortgage Learners and new Mortgage Advisers.

> Branch based role > Mortgage and Related Protection Sales > Maintaining accurate records in accordance with FSA guidelines > Coaching team members > Conducting one to ones > Running training programmes > Liaising with branch based employees to drive business levels > Top performer

Call Centre environmentDelivering Whole of Market Mortgage AdviceDelivering Whole of Market Life Insurance AdviceGeneral Insurance Providing excellent customer serviceConsistent sales figuresTargeted at 25% lead to sale conversion with 50% conversion on life cover and general insurance sales. I always achieve and exceed this.Dealing with Internet generated mortgage and insurance leads. Contacting clients to offer remote financial advice over the internetBusiness Consultant to local solicitors, and implemented a “Free-HIP” project in their office to offer combined Home Information Packs with conveyancing services. Selling the Free HIP service to clients as a complete packageB2B sales to encourage more solicitors firms to offer combined conveyancing deals

Call Centre Environment – telephone and internet based advice to clientsRunning a team of 14 Mortgage AdvisersCoaching and training team members to achieve and exceed personal targetsConducting one to ones and performance reviewsImplementation of development plans to coach under achievers and plan further goals for those exceeding targetsRunning team meetingsDelivery of new entrant training coursesPreparation and delivery of continuous professional development courses for existing advisersEnsuring the business submitted is quality, following company training and competence guidelinesLiaising with team managers to ensure accurate and complete record keepingCoaching and development with one to one and team sessionsLeading the set up of a Customer Care Team and Pre-Qualification unitAchieving and exceeding personal sales targetsMaintaining accurate client recordsProviding an excellent customer service gaining client recommendations and referralsMaintaining whole of market mortgage and protection knowledge to portray a professional image at all times and grow the “moneypilot” brandTargeted on Mortgages 25% lead to sale, General Insurance 50% lead to sale, and Life Insurance 50% lead to sale which I always achieved and exceeded.Liaising with lenders and product providers to ensure market knowledge is kept up to date and promoting the moneypilot brand

> Providing Mortgage advice and generating referrals for protection > Maintaining accurate records in accordance with the mortgage code > Conducting one to ones > Running training programmes > Liaising with branch based employees to drive business levels > Top performer - with awards each quarter.