Simon Swaffer Email & Phone Number

Mobile: 07919170227Email: simon.swaffer@rlisales.com23 years experience and still enjoying the job! All based on conversations and relationships with financial advisers - client outcomes and how can we help more people understand what retirement will look like.The less fun, official formal blurb...A loyal, resourceful and results-driven professional with a highly successful background in sales within the insurance industry, specialising in Individual and Corporate Pension advice. Committed to achieving and exceeding demanding targets and business objectives while remaining focused on providing an exceptional standard of service to all clients. Possesses excellent interpersonal, communication and negotiation skills, the ability to influence decisions and to develop positive internal and external relationships. Enjoys being part of, as well as leading, training and motivating, a successful and productive team and thrives in highly pressurised and challenging working environments.

Listed skills include Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, and 1 others.

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  Financial Consultant

  Royal London

  Aug 2000 - Present - Mobile: 07919170227 Email: Simon.Swaffer@Rlisales.Com

  Key Achievements• Have successfully been promoted through both senior consultant and executive consultant positions• Develop a panel of Financial Advisers (predominantly Leicestershire & Northamptonshire) from a position where there was no relationship with the company to a position which is now consistently one of the top performing in the company• Winner of multiple international competitions for outstanding sales achievements and customer service excellence• Committed to contribute positively to the developmental role of potential new consultants on an on-going basis through effective leadership and coaching skills• Actively involved in assisting management and employee representatives with company consultations regarding changes in earnings and pensions structures• Employee Sales Staff Committee• G60, AF3, J04, J05, R01, RO2, R04, R08Responsibilities • Create, manage and review an annual branch plan designed to deliver agreed objectives in line with principles of TCF operation and compliance to company standards on proposition and sales skills• Focussed on building strong business relationships with key intermediaries to maintain, develop, promote and drive new business sales and financial advice in order to achieve strict targets consistently within the sales team• Ensure business is written from a broad spread of introducing adviser firms to enable delivery of profitability targets and mitigate business risk• Highly competent in understanding business performance and ability to plan short term strategy adjustments as necessary to achieve business goals• Dedicated in taking active part in team sessions and collaborate proactively with the wider team to share ideas, provide feedback and challenge the norm in support of the company’s strategy and medium term plans, in comparison to that of relevant competitor propositions