•Promoted from the Sales Executive role to manage the relationship between L&G and a panel of 54 Financial Advice firms in the South East region of England. Key objective for building positive relationships with advisers and to distribute the L&G, Cofunds and Suffolk Life wealth proposition for use with their respective client banks, whilst working towards an annual revenue target of £18 million (Single Premium) - (Annual Target achieved and exceeded by the start of October 13’). I specialised in delivering Estate and Retirement Planning solutions to advisers saving their clients thousands of pounds in tax bills through the deployment of Trusts and broad retirement options.

•Supported a Relationship Manager to drive the acquisition of profitable new business to achieve and exceed an annual revenue target of £47.5 million (Single Premium) through proactive contact with a portfolio of chosen financial advice firms.

•Promoted from the Academy with key objective to drive the acquisition of profitable new business from a managed panel to achieve and exceed an annual revenue target of £12 million (Single Premium) through proactive contact with a portfolio of chosen financial advice firms.

•Key objective to develop relationships with the 6000 ‘informed only’ financial advice firms, whilst identifying opportunities to promote suitable firms to other areas of the business that can provide suitable ‘managed’ support. Drive the acquisition of profitable new business to achieve and exceed annual revenue targets.