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Sales and Marketing Manager

Dorking, Surrey, United Kingdom
October 27, 2016

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Dorking, RH*.

Telephone: 013**-****** Mobile: 078**-******

E Mail:


A results driven sales manager, with extensive experience gained working in banking, property and the financial service Insurance Industry .

An enthusiastic sales advisor, a true self-starter one who motivates and promotes the success and growth of

a business.

Highly skilled in financial matters, covering a wide variety of industries and sectors, possessing both technical and operational skills.

Current experience in Sales and Marketing, having proven knowledge across wide market sectors including both new and refurbished property, together with asset finance funding for private and business use.

Currently looking for a fresh challenge with an exciting and expanding company.

Career History.

September 2007 to date: ACT Financial & Property Services – Business Sales Manager.

This role currently operates in the Commercial Funding and Business Development sector.

Engaging with customers that need funding or investment from banks and other institutions.

Preparing, writing and submitting business funding proposals to lenders across wide market sectors,

some of which are shown below but are not limited to these;

Residential, Commercial and Buy To Let Mortgages. Restaurant and Leisure Finance. Property Development Refurbishment Loans. Professional Practice Loans. Nursing Care Home and Day Nursery Finance .

Specialists in Commercial Business Finance, day to day duties include;

Relationship builder both face to face and online.

Regular use of the telephone for sales and service prospecting.

A key promoter of funding for niche business projects.

Working with existing clients to help them grow using sound business skills.

Highly skilled when dealing with customer queries on many financial matters.

A strategic problem solver who exceeds customer expectations.

Regular user of the in house CRM computer system.

A team player having directly managed a group of 10 staff, overseeing both sales and administration.

Previous Work Experience :

Barclays Bank Plc - Retail & Business Finance Division.

Lloyd's Bank Plc - Retail Finance Group.

Legal & General Assurance Society – Direct Sales Division.

Feb 2001 – Aug 2007: G.R. Patrick & Co ( Financial Services ) Limited – A directly regulated IFA practice.

Sales & Training Manager : Investments, Insurance, Mortgages and Pensions.

(Reason for leaving was that the business was sold to a firm based in Bristol and I did not wish to relocate).

Proven Work Skills:

Able to work with limited supervision, plan and manage priorities under own initiative

A strategic thinker, bringing fresh life to the role by implementing changes in processing.

Experience of dealing with many sales situations and compliance.

Face to face customer service for High Net worth clients for IHT, Wills & Trust Planning.

Excellent interpersonal skills and a strong attention to detail.

FCA reporting officer, dealing with complaints handling, as well as the TCF.

Experience of working to tight deadlines.

Proven management and leadership experience working in a regulated environment.


Day to day management of the IFA practice, focusing on all customer sales for ALL regulated products.

Reporting to the Managing director for Internal Business Development, the purpose of the role was to lead the team responsible for Sales and Administration to the Internal & External Business Development team.

Managed a highly effective Sales support function, providing back office support for sales growth.

Led, motivated,trained and developed a dynamic Sales and support team through coaching, guiding, appraisals and regular communication.

Managed the effective use of resources to deliver the optimum customer experience for sales team.

Created a team structure with clear career paths and conducted fortnightly 1-2-1s with the team.

Recruited and developed new team members to match growth in the sales team.

Delivered coaching to improve the customer experience (call listening, emails and file checking).

Developed the team's commercial awareness leading to increased identification of pipeline leads.

Built strong internal relationships with marketing, IT, operations and fund management functions.

Engaged with the marketing and team events.

Computer Skills:

Sound knowledge of Digital Content Marketing, Programmatic and Measurement Analytics, HTML coding, CRM systems, Mobile Marketing, SEO systems, Sales & Marketing. Day to day of user; Apple, IPhone, IPad and the Windows Office Suite of products.


Institute of Credit Management . MICM.

Certificate in Digital Business Marketing ADBL London.

Entrepreneurs Business Coaching Certificate. University of Surrey

Certificate in Coaching Diploma in Motivation.

FP1, FP2 & FP3. Chartered Institute of Insurance .

CF6 (previously MAQ). Fully Qualified Mortgage Advisor.

Other: Music, Sport and have a keen interest in People, Property and Finance.

Clean Credit History and Clean Driving Licence.

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