1. Geoff Carrington
Financial Services Contractor
Been working in a QA role in debt management and banking since August 2014.
Previously set up sales team and exceeded one million pounds revenue in 2013.
Also project managed successful sales launch of new life assurance plan.
Professional Qualifications
• Postgraduate Diploma in Contact Centre Management
• Prince 2 Foundation.
• Financial Planning Certificate.
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Business Experience
August 2014 – present - Contractor for AML Consulting – Quality Assurance Manager
at Think Money Group
• Checking case handler’s complaint investigations, covering debt
management, PPI and banking. Duties also include providing feedback
and support and report writing.
April 2014 – August 2014 Contractor with Huntswood – Customer Relations Manager
• Investigating and resolving FCA customer complaints for a major high street
bank.
2002 – March 2014 Royal London Plus - Sales Contact Centre Manager
Setting up sales team and growing it from 3 to 8 consultants.
Significantly exceeding 2012 sales target, generating revenue of
£967,500 and in 2013 over £1M.
Managing under performance, call standards and grades of service.
Working with risk and compliance colleagues to ensure all sales
processes are compliant.
2. Working closely with marketing team to introduce new products and
develop successful direct marketing campaigns.
Controlling sales team budget, producing annual sales team business
plan.
Recent Projects
• November 2011 - June 2012. Project managing launch of new whole of life
insurance plan.
• September 2013 – March 2014
• Produced the telephony sales process for a new direct to consumer life
assurance proposition launched May 2014.
• Wrote the training course for the telephone based consultants.
• Designed the Customer Relationship Management (CRM) system for the
telephone based consultants using Microsoft Dynamics.
2000 – 2002 Royal London Insurance - Sales Support Team Manager
Working with consultants from Ernst & Young to design and document a
compliant sales process. Managing a team to update and support new
process.
1999 – 2000 Compliance Monitoring Officer
Visiting sales offices, ensuring sales processes adhered to company
standards within regulatory framework. Interviewing salespeople and writing
reports after each visit.
1997 – 1999 Business Review Supervisor
Checking submitted sales documentation to ensure compliance with
regulatory requirements. Within 12 months took over day-to-day
management of a team of 6 reviewers.
1991 – 1997 Other Sales Roles in Financial Services
1996 – 1997 Financial Adviser, Royal London
1996 Financial Adviser, London and Manchester Insurance
1991 – 1996 Insurance Agent, Brittanic Assurance
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CONTACT DETAILS
10 Old Orchard, Fulwood, Preston, PR2 3QF
Home: 01772787147 Mobile: 07769993243
geoffcarrington@hotmail.co.uk