Sales Manager working within a UK Life Insurance brokerage.~ Recruiting and training staff.~ Creating and collating sales reports.Motivation of staff and liaising between lead generation, administrator and Compliance teams

• Collating and updating product MI reports.• Liaising with partners on a regular basis and communicating requirements to them and dealing with requests on developing the product and the product documents.• Liaising with members of the Confused team, whether its solving problems or simply driving product developments forward using Agile Project Management techniques within scrum meetings. • Creating scripts, overseeing documentation creation, ensuring they are on brand with other Admiral Group products. • Linking front end presentation of the product on the Confused.com site to Admiral’s own web page and ultimately the Outbound team with its members at the sharp, customer facing end. • Managing partner relationships to ensure we have a strong relationship with one another and are all working in the same direction.• I have been involved in legal and contractual meetings with internal and external lawyers. • In regular contact with members of the Compliance and Data Protection teams both in EUI and Confused.com, plus of course external company’s Compliance team Members. • Regular price checking of competitors and monitoring their pricing and product behaviour.• Attend and organise regular meetings (either physical or via conference calls), taking minutes and producing and chasing next actions. • Managing the project’s various phases including looking into feasibility of recruitment, marketing channels, calculating and justifying sales conversion rates based on various leads and optimising the lead/headcount/sale ratios.

o Converting leads from the provider into readable, useable data and loading onto the relevant diallers. Creating leads for the sales teams.o Distributing leads to the relevant sub-departmentso Communicating via meetings and written reports on lead capacity and sales predictions verses headcount.o Analysing data and producing detailed reports for high level planning.o Ongoing and continuous supervision of lead volume and redistributing resources when necessary.o Conducting meetings with Managers and call centre staff updating them with predictions and updates.o Training staff on use of the systems. o Helping with ad-hoc sales queries and underwriting decisions.

o Led a team from Inbound Sales over to Outbound sales department.o Recruited and trained staff.o Manage a team of individuals ensuring they achieve and exceed their targets.o Working closely with the Dialling Team and allocated resource depending on lead volume.o Monitoring and investigating their work, ensuring they meet the high standards of this FTSE 100 Company. o Helping with underwriting decisions and other ad-hoc sales queries. o Plus all the duties of a New Business Sales Team Manager

o Taking calls from customers and converting these calls into sales.o Supporting staff and leading them to achieve their goals.o Monitoring their calls, giving feedback and improving their Customer Service and Sales acumen.o Designing motivational training exercises to help drive their performance.o Creating MI sheets to give details of the individuals work, highlighting all key performance areas and areas of weaknesses. o KPI development and detailed Performance Management. o Developing new products and training staff. o Keeping staff up to date, trained and compliant on any and all changes which regularly took place.o Using the results of the MI, I created and ran training sessions, monitored the results and drove the teams’ and departments performance further.o Developing staff, helping them move up within the company.o Interviewing & training both new and existing staff.o Extensive use of MS Word, Excel, PowerPoint and numerous internal programmes.

o Self Employed Financial Advisor.o Selling pensions, giving mortgage advice, offering Life Insurance and Investment solutions.o Converting leads into sales. This involved cold calling, leaflet drops gaining referrals and using these to generate more sales.o Regular training and exam taking to ensure I was compliant and up to date on all aspects of current financial data.