1. [Name]
[Qualifications]  anyone@hotmail.co.uk
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[Role title]
[Role subtitle] |[Role subtitle] | [Role subtitle]
Profile
Passionate about providing a service which has the customer’s interests at the centre, I conduct
the management of accounts and mortgages in a manner which assists the client to improve their
status on the mortgage ladder. Qualified with [qualification], my subject knowledge is enhanced
by my experience in the industry, often taking on director-level responsibilities. My approach to
work is proactive and conscientious, keeping up-to-date with developments, and building on past
experiences, to ensure clients receive advicewhich is accurate and honest. Able to build a
positive, professional rapport, based on trust and respect, with customers and colleagues alike, I
am excellent at building relationships which yield the best possible results from B2B and B2C
negotiations, ensuring that the expectations of buyers and sellers are met and often exceeded.
With a proven track record of implementing and developing effective strategies drawing on my
understanding of property, mortgages, sales, marketing and a quality customer service, Ihave an
outstanding ability to identify and utilise opportunities which increase sales and develop lucrative
long-term business relationships. I am an excellent team member and leader, developing
collaboration, respect and honesty within teams maximising success within the dynamic financial
arena.
Professional Summary
 CeMap and CeRER qualified, with experience;
 Creative and market-responsive business development;
 Exceptional ability to develop revenue growth through acute understanding of the
financial service industry;
 Outstanding B2B and B2C negotiation skills, proven through significant achievements in
present and previous roles;
 Successful in establishing and developing quality leads, and attracting higher-yield sales;
 Effectively managing the creation and development of sales strategies;
 Instrumental in developing multi-channel marketing initiatives, including social media,
SEO, networking and business and client referrals;
 Highly experienced personnel manager with proven ability to build collaborative, target-
driven teams through impressive development of tailored training programmes,
management and leadership through exemplary practice;
 Confidently able to encourage financial growth through pre-sales consultations, ROI
reporting, protocol development, client and business negotiations and closure of deals;
 Accurate and diligent compliance with all legal requirements of the Financial Services
industry based on continuously updated knowledge and understanding;
 Recognised as repeatedly outperforming sales targets;
 Effective logisticalmanagement of working calendar to ensure completion of work
within specified time frames;
 Maximising ROI through strategic marketing and optimisation of sales opportunities;
 Strategic management and exploitation of PR opportunities to enhance awareness of the
business profile;

2. [Name]
[Qualifications]  anyone@hotmail.co.uk
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Core Competencies
B2B and B2C negotiations
Director-level experience
Strategic multi-channel marketing
Accurate legal requirement knowledge
Creative Business Development
Innovative sales strategy development
Motivational team management
Successful revenue growth
Outstanding customer service
Enhanced client acquisition
Employment Experiences
[Employer Name and Location] [Date]
[Job title]
Recruited as a figure head for this internationally successful company, trading across 42
countries, with 3,500 physical offices marketing a broad range of properties and providing
financial services through a trusted network of mortgage providers. As Director and Mortgage
Specialist, my role encompasses the complete development of all aspects of the business in the
prestigious Notting Hill area. Driving sales and developing innovative client acquisition
strategies, Idrive the business forward through a structured business plan and clear objectives,
spurring revenue through an expanding, maintained client base.
 Building B2B and B2C relationships with stakeholders, buyers and sellers ensuring
successful management of business negotiations from initiation to completion;
 Accurately, honestly, and without bias, providing mortgage advice to clients;
 Successful procurement of high-value mortgage agreements valuing £1million +;
 Continuously updating knowledge of every aspect of the property and financial services
industries;
 Driving financial growth through implementing and developing industry responsive
strategies;
 Strategic establishment of KPIs and sales targets driving performance towards financial
growth and profit while providing an outstanding service;
 Decisive development of highly successful sales strategies, streamlining business
processes and increasing marginal profits through sales;
 Spearheading innovative client acquisition initiatives, expanding and maintaining the
customer base;
 Generating new business channels through specific identification and optimisation of
opportunities within previously disengaged customer bases;
 Management and exploitation of PR opportunities maximising awareness of the business
profile;
 Innovative implementation of online marketing strategies maximising ROI;
 Consolidation of business growth through the establishment of an excellent reputation
with existing customers, optimising the acquisition of new customers through word of
mouth;

3. [Name]
[Qualifications]  anyone@hotmail.co.uk
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[Company/ Location] [Date]
[Job title]
Specialising in delivery of a local service to a diverse client base, as co-owner my role involves
developing business strategy, financial strategy and managing the processes involved with
Residential Sales, Mortgage Advisory and Lettings, in conjunction with my business partner.
 Successfully, and continuously exceeding salestargets from set up of the business to present
through strategicallydeveloped client negotiations;
 Exceptional management and development of a successful, collaborativeclient-orientated
team driven to exceed all targets and KPIs;
 Meticulous organisation of mortgage and protection products, providing clients with a legally
compliant, quality service, focussed on addressing their individual needs;
 Strategically developing an enhanced client base through engaging new clients and
encouraging opportunities for client to client, business to client, and search related referrals;
 Creatively managing fully-integrated marketing initiativesto optimise awareness of the
business profile and encourage an increase in revenue from sales;
 Building a rapport based on trust, respect and honesty, with clients, businesses, professional
colleagues and stakeholders to ensure successful business opportunities;
Early Career
[Job Title] – [Company, Location] [Date]
Qualifications
[Qualification] – Course Provider, Location Date
IT Skills
[Details of relevant knowledge]
Languages
[Language and proficiency]
Hobbies and Interests
[Brief description of hobbies]
In my spare time, I enjoy spending quality time with my family, playing and watching cricket,
going for long wales and reading for pleasure. I also enjoy visits to the cinema.

4. [Name]
[Qualifications]  anyone@hotmail.co.uk
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Additional Information
Nationality: British
Driving Licence: Full Clean
References available upon request