1. DAVID PEARCE BSC (HONS)
20 SYERSTON WAY, NEWARK, NOTTINGHAMSHIRE NG24 2SU
Tel: 07713 116345 Email: pdelladavid@sky.com
Linked In URL: be.linkedin.com/pub/david-pearce-bsc-hons/3/928/934
Senior Financial Sales Manager & Consultant with international experience and a sustained
record of success in the financial services industry. Extensive background in professional financial
services organisations, driving consistent personal sales growth and team development to achieve
challenging targets in a highly competitive market. A pragmatic leader and trusted team player who
creates robust strategies to translate action into results. Strong analytical, problem solving and
decision-making skills with a passion for making a difference, together with excellent
communication skills. Now seeking a challenging new role with a progressive organisation.
KEY SKILLS
• Strategic Planning & Leadership: Focuses on developing strategies that invest in future
sustainable business success. Presents sound business cases supported with strong evidence.
Communicates clearly to teams, displaying purpose in achieving overall business objectives
• Business Development: Organises business resources and processes so that all are working
towards common goals. Uses management information to highlight priority areas and ensure planned
activities delivers anticipated benefits
• Relationship Management: Firm believer in participative style of engagement to encourage
ideas and good decision making at all levels. Helps identify development needs and addresses through
planned training supported with mentoring and coaching
• Business Process Improvement: Conducts a structured approach to determining the best
methods for gaining competitive advantage and stronger performance
• Sales and Commercial Acumen: Develops a solid strategy for sales campaigns, bringing
customer awareness, account management and confidence into the mix
• Communication: Consistent, clear, inclusive and fact based communication style. Influences
internal and external stakeholders by considering other viewpoints and drivers when deciding most
appropriate communication method and content
PROFESSIONAL CAREER
AES International 2011 - 2015
Leading international financial services provider, serving clients in the EC, European Parliament, Council of the
European Union and the private sector Belgium office - 8 employees, 4 consultants and 4 relationship managers
Regional Partner & Financial Consultant
Responsible for all sales and client service delivery including recruitment and development of Consultants and
Relationship Managers to ensure they met the FCA/FSA criteria working across Western Europe advising all clients
• Personally set up and established AES International in Brussels from scratch. Recruited,
trained and developed 4 consultants to produce sales revenue of £1.5Million in the first 12
months, selling to ex patriots from UK and Europe.
• Successfully trained and mentored all consultants to achieve RDR (Retail Distribution
Review) RO1- 6. This resulted in raising the standard of an ethical service delivery along with
commercial benefits to AES.
• Delivered exceptional sales growth and customer service across Western Europe which
equated to circa £650,000 sales revenue in year one. Consistently recognised as top 5
performer out of 400 consultants in the world.
• Personally ensured due diligence and financial compliance was closely adhered to in line
with FCA/FSA guidelines and regulations. This ensured peace of mind for the client base and re
enforced the professional service attitude of the company.

2. De Vere & Partners 2006 - 2010
International Financial Services Provider serving the Western European Market and within the EC, the European
Parliament and The Council of the European Union and within the private sector, the office turned over in excess of
£10m over the 4 years period with a team of 41 employees
Managing Partner (Belgium)
Ensured Consultants were compliant and gave sound advice to their prospects, trained the co ordinators to become
Consultants and trained the Consultants to ensure they were Financially Compliant.
• Personally led the successful turnaround of Brussels sales office for De Vere & Partners.
Developed the team of 13 consultant and 28 Relationship Managers from 40th position to 3rd
position of 100 offices worldwide.
• Delivered personal sales revenue of £3.5Million over a 5 year period. This performance
was recognised as 3rd highest producer out of over a thousand consultants worldwide along
with several performance schemes.
• Successfully trained and mentored all consultants to deliver outstanding customer service
and relevant financial advice. Along with ongoing sales training sessions to ensure a
professional consultative selling approach.
Barclays 2004 - 2005
Leading financial global institution serving the SME markets and private individuals
Corporate Specialist
Assigned to sell to small, medium and large businesses, I also worked with private clients, the function was to support
corporate entities with Key Person Protection, Shareholder Protection, setting up Pension schemes and Life and Health
Cover for the Companies. Savings plans, investment schemes, SHP pensions, life cover, health cover, income protection
and IHT planning.
• Key member of the Jigsaw team which met once a month to ensure that all elements of
Barclays used the IFAs to ensure that the clients were always protected. Especially those who
were borrowing significant sums from Barclays.
• Completed relevant exams on a regular basis to ensure maximum capability when dealing
with IHT planning, SHP pensions and Whole of Life policies for high end clients with very
complex and challenging financial needs.
EARLIER CAREER
Wealth IFA (Bradford & Bingley) 2002 - 2004
Area Manager (AMP Pearl) 2000 - 2002
Financial Consultant (Sun Life of Canada) 1999 - 2000
Technician up to Senior Non Commissioned Officer (Royal Air Force) 1976 - 1999
QUALIFICATIONS AFFILIATIONS AND TRAINING
BSc (Hons) Social Sciences - Open University 2000
FPC1, 2 &3 CR2, JO10, RO1 &RO6 CF1, CF2, CF3, CF4, CF5
Diploma - MILIA
Diploma - Dip.App. SS (Open)
Various Professional and Vocational training courses as part of Continuous Personal Development
PERSONAL INTERESTS
Date of Birth: 18th November 1959 Music performance, watching sport and family time