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Sales Insurance

London, Greater London, United Kingdom
30000 +
October 31, 2016

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Gary Potter

Contact: 079******** Email:

** ******** ****** ******** *****, SS6 9DB

Personal Profile

I am a confident Individual with excellent interpersonal communication and man management skills. I have Good qualifications and extensive work experience in direct sales/b2b sales, telephone sales and very strong customer services skills. I work well under pressure and will strive to achieve a high standard in what ever is undertaken. Full Clean Driving License/car owner.


1970 – 1977 Eastwood High School – Eastwood, Essex.

A Level Geography

O Level English, Geography, Biology, Geology

Financial Planning Certificate 1 & 2

Courses: Speakers International

Belief, Staff Motivation Communication and Leadership

L.A.U.T.R.O. Product tests with companies

United Friendly Insurance, Sun Alliance, MGM Insurance

Scottish Widows and Prudential

Advanced Sales Training Course

Recent Employment

2001 – 2016 Self – Employed Partner D&G Child Care Services

Partner in a very successful childminding service that provided excellent care for

children aged 0-14. Working in partnership with social services caring for children that were at risk, abused and deprived. The duties of running this successful business included managing staff, training, promoting and working within the Early Years Foundation Stage. While building close working relationships with parents

Direct Sales/Customer Faced Sales Experience

1998 – 1999 Reliance Insurance & Co

Financial Advisor

Responsible for a portfolio of clients. Completing financial reviews, recommending and selling financial products to fit present and future needs. Working within the rules of the Financial Services Act.

1996 – 1998 Telewest Communications

Sales Executive

Selling Cable Telephone/TV services and internet. Daily and monthly targets achieved, by planning schedule to cold call to residential homes in Essex. Obtaining walk-ins and appointments. Presenting, advising and closing sales. Booking installation and dealing with subsequent queries before and after completion. Involved in development of new sales campaigns and marketing.

1993 – 1996 Prudential Insurance Company

Financial Advisor

Responsible for a portfolio of customers selling Life Cover, Pensions, Investment and General Insurance to existing customers. Completing financial reviews, financial planning, policy holder services and finding new customers to expand existing portfolio.

I was in the top ten financial advisors for the Southern Region

1988 – 1989 Sun Alliance Tied Agent with Swinton Life and Pension

Financial Advisor

Selling Sun Alliance life and pension products to Swinton’s motor clients. Responsible for financial portfolios general financial reviews and policyholder services.

I exceeded my target sales figures by 150%.

1979 – 1988 United Friendly Insurance

District Agent

Responsible for collecting premiums and selling Life & General Insurance products to existing policyholders, expanding client customer base, audit work and Life inspector sales.

I held top sales position for Southern region in 1985 and second place in 1984 and 1986. In 1987 I was top General Branch Sales in the company.

B2B Sales Experience

1991 – 1993 Scottish Widow Fund

Life & Pension Inspector

Responsible for promoting life and pension products to independent financial advisors within the Essex Area. This involved providing general technical backup and support.

From 1991 to 1992 I was responsible for tied agents, which required me to give sales and technical training to these agents so that they could take and pass the various LAUTRO exams.

1989 – 1991 MGM Insurance

Life & Pension Insurance

Same position as held at Scottish Widows.

Telephone Sales Experience

2001 – 2002 Auto Trader – Rayleigh, Essex

Telephone Canvassing Manager

Managing the telephone canvassing department of Autotrader, in charge of a team of 20+

This required leadership, sales training skills along with strong motivation to achieve weekly magazine targets which were always met. Working with other Autotrader publications to promote sales campaigns to achieve maximum market spread

1999 – 2001 Outbound TMP – Southend on Sea, Essex

Sales Associate - Part time

Sole responsibility for training canvassers for telephone sales, one to one coaching and team motivation. Writing telephone scripts, testing and appraising results. Preparing and invalidating guide lines for future sale campaigns.

1998 – 2001 B J Farr Transport – Southend on Sea, Essex

Self-employed – Part time Transport Trunk Operator

Sole responsibility for finding new accounts by telephone sales and direct sales. Responsible for planning transport of aircraft parts around South East England, meeting export deadlines and connecting flights. Also weekend parcel trunking routing

Leisure Interests: D.I.Y., fishing, family pursuits.

References available upon request.

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