Estate Planning Consultant
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To endeavor to be successful in any role that I undertake. I can achieve most of my goals working in partnership within the right organisation. I feel that I am now ready to be in a management position and/or within an autonomous role in a professional organisation. Thirteen years direct selling experience in the gardening/aquatics and Pets industry. Fifteen years direct selling experience within the legal services sector.
Estate Planning Consultant at Crystal Clear Estate Planning (2020-02 – Present)
Working in conjunction with the Maplebrook Edge Network and also in partnership with a professional panel/network including Solicitors, Accountants & Tax advisors alongside professional Introducers & Business Networking Forums offering bespoke tailor made solutions for individual estate planning needs and requirements.
Funeral Planning/Legal Services Consultant at Golden Charter Ltd (2012-10 – 2019-12)
Responsible for the sale and marketing of the company's range of estate planning and legal services. The role involves advising and tailoring specific solutions to the needs and requirements of the client. The role also involves being pro-active in new business development. This is a multi-faceted role and demands being pro-active in the complete sales cycle from the beginning to the end.
Marketing Manager/Legal consultant at Estate Protection Services Ltd. (2009-08 – 2012-01)
Working in a dual role. Responsible for managing a team of consultants creating a need and awareness promoting legal services via exhibitions, trade stands, shopping centres and supermarkets predominantly across the west/east midlands. As legal consultant the role involved providing a service and more importantly selling the company's range of legal services/products meeting the needs and requirements of individual clients. Products/services ranged from between £49 and £3000.
Sales Account Executive at Pet Mate Ltd. (2003-09 – 2009-08)
Responsible for handling a portfolio of existing accounts as well as prospecting additional domestic 'new business' in the South East of England, dealing with a broad spectrum of clients from small independent outlets and garden centres to large multiples and wholesalers. This included multiples such as Pets at Home, Jolleys Superstores, Scampers, Wilsons Pet Stores and Nottcutts garden centres. On the Aquatic side this included multiple outlets such as The Maidenhead Aquatics group and the World of Water group and wholesalers such as Norwoods, A.L.F and Oasis.
I also took a pro-active role in implementing forecasts/budgets for a designated sales territory and was active in the marketing and networking of product ranges via national trade shows and exhibitions.
Sales Account Executive at Trident Water Garden Products (1996-11 – 2003-08)
Responsible for the total management of a sales territory encompassing approximately one third of the U.K for a subsidiary of Beresford Pumps U.K. Ltd. Role involved dealing with a broad spectrum of accounts including independent garden/aquatic centres as well as multiple retailers and wholesalers. Multiples included the World of Water group, Maidenhead Aquatics and QD stores ltd. Wholesalers also included the likes of Oasis, A.L.F and Norwood Aquarium.
B.A. (Hons) in American Studies and History – Brunel University (1992 – 1995)
A Levels in Sociology & Law – Caludon Castle School (1984 – 1986)
