General Insurance Advisor - James Leighton Financial Services
(2026-02)
- Selected to help launch the firm's new Buildings & Contents Insurance department, advising first-time buyers and remortgage clients on cover tied to their completion timelines.
- Delivered record-breaking months since launch and generated substantial commission for the business, building both immediate sales and a confirmed forward pipeline of pending policies.
- Earned more positive client Google reviews than any other staff member on a like-for-like basis — within a short tenure.
- Passed Quilter Financial regulatory vetting and achieved Competent Adviser Status (CAS); placed clients with 5-star Defaqto-rated insurers (Allianz, AXA) via Uinsure.
Sales - Kingswood Partnership
(2025-05 - 2026-01)
- Managed client communications through the Damson Estate Planning takeover, confirming existing will details and safeguarding the document estate held on site.
- Booked Free Will Reviews at volume, identifying upgrade opportunities (Powers of Attorney, Trusts) and documenting client requirements for the Estate Planning team.
- Owned storage-fee invoicing and arrears resolution, balancing retention of recurring revenue with clean client offboarding.
Business Account Manager - Utility Market Watch
(2024-10 - 2025-03)
- Operated as a commercial energy consultant delivering end-to-end procurement solutions, exceeding the department's new-business targets through targeted outreach to key decision-makers.
- Analysed business consumption profiles and negotiated with multiple suppliers to secure advantageous rates, positioning as a trusted advisor for long-term energy planning.
Sales Consultant - Tritility
(2024-06 - 2024-10)
- Generated high-value qualified leads for the Newcastle closing team via targeted campaigns, exceeding conversion benchmarks.
- Secured Letters of Authorization and captured detailed supplier, meter and contract data, creating seamless handoffs that reduced the sales cycle by 30% — a method adopted across multiple regions.
Sales Executive - UK Utility Ltd
(2023-06 - 2024-06)
- Managed the full 360° B2B energy sales cycle from prospecting to close, consistently outperforming team KPIs for new client acquisition.
- Built a portfolio of long-term clients by analysing consumption data and market trends and negotiating exclusive supplier rates that beat standard market offerings.
Manager - Money Redress Limited
(2021-06 - 2023-01)
- Promoted to Manager after four years of recognised performance; led 13 staff across departments, planning and delegating daily workloads in a fast-paced, KPI-driven environment.
- Ran monthly 1:1s, performance reviews, training and call audits; handled escalated complaints and partnered with compliance to resolve issues.
- Produced monthly MI and performance trackers to identify improvement areas, and supported external recruitment of new team members.
Technical Specialist - Money Redress Limited
(2017-03 - 2021-06)
- Investigated investment and pension mis-selling claims, obtaining legal documentation via DSARs and assessing high-risk strategies (illiquid bonds, loan notes, overseas property).
- Drafted evidence-based complaints submitted to FOS, FSCS and TPO; contributed to a 98% success rate on submitted claims.
Sales Specialist - Community Brands (SchoolPod / Teachers2Parents)
(2015-10 - 2017-03)
- Sold bespoke safeguarding and communications software to education decision-makers via tailored demos, winning business with academies and private schools by mapping features to OFSTED priorities.
Sales Representative - Phones 4u
(2009-05 - 2011-11)
- Achieved #1 sales consultant company-wide three times in nine months (Oct 2009, Jan 2010, May 2010); scored 98% and 100% on mystery-shopper assessments, selling in the flagship Fosse Park store.
Telesales Agent - Consumer Money Matters Ltd
(2011-01 - 2015-12)
Consistent top performer, trusted to pilot new initiatives and resolve escalated complaints.
