Working as a Business Account Manager securing Life and Pension support in the South West.

This involved securing life & critical Illness, whole of life, business protection and platform support from a countrywide panel of intermediaries. There were also opportunities to meet some of my Accounts on a face to face basis to go through investment or protection presentations.

Protection Account Manager covering Intermediaries throughout the UK. This involved gaining support in all protection products including life, critical illness, income protection and business protection. This role also called for several face to face events including IFA Network Seminars and providing presentations at Roundtable events.

Seeing clients in the South East regarding financial claims.

This role involved compliance checking of new Life & Pension business from the Partners of the business.

This was a sales role looking after a panel of Intermediaries in the South East area.

This was a face to face sales role looking after Intermediaries in the South West of England.

This was a sales role looking after Intermediaries in the South East area.

Sales in Life & Pensions covering London.

Responsible for mortgage placement and packaging for the South East.

I started working in the letting dept and then progressed to selling.