Abby Sayers
Mortgage and Protection Adviser
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About
I am an outgoing, hardworking individual who enjoys the challenges and rewards that the workplace brings. I am extremely responsible and can be trusted in all aspects of work. I am very good at working in teams where there is individual or shared responsibility, but I also work well on an individual basis.
I work well under pressure and can work to meet targets or deadlines. I am an excellent communicator and can develop a good rapport with people of all ages, being able to work with them and speak to them in a friendly manner. I have been a key member of many activities during my work life and have led a team of people on occasion.
I was a member of an events and charity group who volunteered within Police Mutual and arranged events and fundraisers for various charities throughout the year. I have been extremely focused and committed throughout my career and through this determination I obtained my CeMap qualification and my General Insurance qualification.
Experience
Mortgage and Protection Adviser - MAB New Homes Mortgages
(2021-05)
- Advice and Recommendation service over the telephone for brand new leads.
- Being the first contact clients have with the mortgage company, to begin to build a rapport from the beginning and help them know how best to proceed.
- Working towards targets and deadlines, whilst ensuring files are kept compliant and meet the requirements.
- Assessing the protection needs of the client for their present and future circumstances, educating them on the need for this and ensuring they are making a fully informed decision.
- Working under pressure and with high workloads whilst also ensuring the customers' needs and expectations are met.
- Having access to a panel of lenders and protection providers and giving mortgage and protection advice to a wide range of customers.
- Assisting the team with their protection sales by creating 'go to' documents and being the point of call when protection queries arise.
Insurance Consultant - APlan Insurance Brokers
(2019-06 - 2021-05)
- Data collection of quote information, researching the market and placing the business with the most appropriate policy for the client's needs.
- Working towards targets, both team and individual.
- Cross selling other insurance policies where applicable.
- Networking with other businesses and marketing to generate new business leads and data.
- Speaking with the insurers on a daily basis, in relation to policies and claims.
- Customer facing role as well as telephone based responsibilities.
- Working within the local community, with both charities and sporting groups, to help raise money for them and volunteering at their events to promote their charity alongside APlan.
Mortgage and Protection adviser - New Homes Mortgage Services
(2018-08 - 2019-06)
Mortgage and Protection Adviser - Police Mutual
(2018-03 - 2018-08)
Protection Specialist - Police Mutual
(2016-08 - 2018-03)
- Contacting customers from the database to see whether they had any mortgage and/or family protection needs.
- Reviewing customer's protection needs and recommending the best policy or menu plan.
- Working to targets and deadlines, whilst assisting the team to meet the group's targets and aims.
- Whilst doing this role I also assisted with the lead generation team, the processing team and produced reports and information documents for management and the rest of the team.
Mortgage and Protection Processor - Police Mutual
(2015-05 - 2016-07)
Admin Assistant - Boot and son
(2013-01 - 2014-03)
Apprentice Events Manager - Celebration Village
(2012-09 - 2013-01)
Education
GCSE - Cannock Chase High School (2005-09 - 2010-07)
A Level - Business, Sociology, General Studies - Cannock Chase High School (2010-09 - 2012-07)