Sharon McClelland

Experience

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  Sun Life Financial of Canada

  Jan 1988 - May 2001

  Senior Sales Support Advisor

  Delivered all aspects of the day to day running of the office Effective team management Processed and effectively managed all new business Managed all new business banking

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  Sterling Independent Financial

  May 2001 - Nov 2001

  Office Manager

  Responsible for the day-to-day running of a busy Independent Financial Adviser office Effective processing and management of all new business Ensured effective communication between product providers and clients Provided the efficient delivery of company payroll Managed all company banking effectively

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  Friends Provident

  May 2001 - Sept 2007

  Pro-Active Consultant Manager

  Transformed and recruited low performing team to become the leading sales team three years in a row, delivering annual income in excess of £3m (Friends Provident)Key SkillsDevelop, motivate and effectively manage a team of Pro-active Sales Consultants in order to achieve both new business results and KPI objectives.Working together with the Area Office Sales Management to ensure a consistent approach in co-ordinating a three-way relationship between the Proactive Sales Consultants and field based IFAC’s.Management of KPI system ensuring that challenging objectives are set, to ensure people development and new business results.Effective management and co-ordination of sales campaigns and competitions. Show less

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  Friends Provident eBusiness

  Sept 2007 - Jun 2009

  EBusiness Development Consultant

  Highly productive member of the sales team, progressing from IFA support to eBusiness development Drive up the use of individual eBusiness services through active engagement with distributors, Area Offices and Remote Distribution Work with the Marketing Team to produce sales ideas, hints and tips for the sales force, distributors and Strategic Partners Maintain an in-depth knowledge of eBusiness within the market place Through the use of relationship capability promote the use of eBusiness To be a single point of contact for all eBusiness queries Show less

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  Friends Provident

  Jul 2009 - Nov 2011

  EDevelopment Consultant

  Nationwide implementation of new distribution deals to include pitch preparation, contract negotiation, pricing and system delivery. Devised targeted business development plans to source, secure and maintain key internal and external client and partner relationships to increase use of online capabilities. • Clearly conveyed how technology can maximise opportunities and provide distributor and Friends Life benefits to secure multiple key relationships• Actively engaged with Distributors, Area Offices and Remote Distributors to increase use of individual eBusiness services• Devised, in partnership with Marketing, innovative sales ideas, hints and tips for sales teams, Distributors and Strategic Partners to increase client satisfaction• Maintained up to date knowledge of eBusiness within the market place to continually increase client relationships as subject matter expert• Delivered as single point of contact for eBusiness enquiries, continually promoting the use of eBusiness to increase sales revenues Show less

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  Zurich Intermediary Group

  Nov 2011 - Sept 2013

  Platform Adoption Consultant

  Sourced, developed and managed key internal and external stakeholder, partner and distributor relationships to secure usage of “ZIG” platform. Secured relationships to ensure successful platform integration. Delivered exceptional frontline support to ensure long term platform requirement delivery to precise client needs and to personal targets.• Quickly understood stakeholder needs to translate into targeted conversations, successfully increasing use and integration of Zurich Intermediary Platform• Increased user capability through training delivery across range of tools• Spearheaded precise customer support models to meet client and company business requirements, successfully meeting personal sales targets• Designed and launched new BAU investment activities and support documentation processes to gain significant time efficiencies• Supported key projects and platform enhancement activities to drive operational streamlining initiatives Show less

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  Embark Group

  Oct 2013 - Dec 2020

  Business Account Manager

  Tupe’d from ZurichCreate, plan and build exemplary client relationships, building key understanding of client’s financial landscape to promote Zurich’s proposition for wealth and protection. Maintain long standing stakeholder relationships to maximise personal sales targets.• Provide bespoke client advice and guidance in line with business models to be seen as subject matter expert and supplier of choice• Account manage multiple accounts, continually reviewing client’s financial plans to provide advice and help them meet their financial goals• Continually maintain up to date industry and regulatory knowledge to ensure exemplary client guidance to continually achieve sales target Show less

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  Wealthtime

  Feb 2021 - now

  • Senior Business Development Manager

    Jul 2023 - now

  • Business Development Manager

    May 2023 - Jul 2023

  • Relationship Manager

    Feb 2021 - Jul 2023