• Forecast monthly profit from the finance department • Manage the daily running of the finance department • Ensure targets are met both in retail sales and financial department • Achieve my individual KPI target and drive the sales team achieve theirs • Ensure a detailed and exact data entry for new and existing customers • Work compliantly within the FCA requirements • Proactively look for and identify new business opportunities • Be a good ambassador for the company and brand • Ensure the sales process when dealing with enquiries to enable the most effective sale opportunity • Mett targets for additional regulated insurance products sales • Maximize profit opportunities for business • Correct use of crm system and follow up processes through to decision • Responsible for the profit retained within the finance and sales departments • Daily coaching and training of the sales team

• Ensure targets are met both in retail sales and the finance department • Set and review KPI’s • Consistent individual and team training • Work compliantly within the FCA requirements • CRM to be a continual focus • Implemented a sales training process • Set a structured and measurable process for the sales department • Successfully managed a team of salesman and finance managers • Event planning and event management • Carry out weekly and monthly performance reviews • Rota management • Increased the departments customer retention by implementing some new processes • Customer enquiry management including telephone, email, website and site visits • Liaising with the marketing department • Report directly to the director with a forecast and actual monthly figures • Department and product profit control and maximization

Social sciences