Sam Round CeMAP CeRER

Sam Round CeMAP CeRER

Followers of Sam Round CeMAP CeRER301 followers
location of Sam Round CeMAP CeRERLocks Heath, England, United Kingdom

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  • Timeline

  • About me

    Senior Mortgage, Protection and Later Life Advisor at Magie Money

  • Education

    • Ashlawn Sixth Form College

      2006 - 2010
      A Level

      English LiteratureInformation TechnologyBusiness Studies

    • Warwickshire College

      2006 - 2008
      Foundation degree Constuction
    • University of Portsmouth

      2010 - 2014
      Bachelor of Arts (BA) Business Enterprise Development 2:1
  • Experience

    • Halfords

      Dec 2008 - Jan 2012

      As a senior member of the store I led by example with regards to the quality of customer service I gave and how I dealt with complaints and enquires that less experienced members of staff were not confident in dealing with. I specialist in selling and fitting sat nav’s and car stereo’s which I was assessed on by hitting sales targets and KPI’s. The responsibility of opening and closing the store was also entrusted to be on a rota basis. This role gave me the confidence to work in different aspects of retail from cashier, the stock room to targeted sales. I took on extra training to become a fitter for car parts and extras such as wiper blades, bulbs, batteries and stereo’s.

      • Senior Sales Advisor

        Aug 2011 - Jan 2012
      • Sales Advisor

        Dec 2008 - Jul 2011
    • Portsmouth Football Club Ltd

      Mar 2012 - Jun 2012
      Store Assistant

      Serving and solving customer enquiries on the shop floor as well as running transactions through the till during extremely busy periods before and after a football match. Other roles included ensuring all areas of stock are full and that items are at the correct price, in addition to cross selling and up selling.

    • Enterprise Rent-A-Car

      Jun 2012 - Mar 2015

      Ensuring customers are completely satisfied with the service they receive from Enterprise and getting the ‘ESQI’ to match. Daily tasks performed included monitoring KPI’s and improving the branches performance in sales, customer service and therefore reputation in the county. I was also responsible for training management trainees in sales, customer service and managed an average fleet size of 220 vehicles. The role included monitoring and improving the four keys areas of the business including profitability, customer service, employee development and growth. Show less

      • Assistant Manager

        Nov 2014 - Mar 2015
      • Management Assistant

        Aug 2013 - Nov 2014
      • Mangement Trainee/Intern

        Jun 2012 - Aug 2013
    • A-Plan Insurance

      Mar 2015 - Feb 2018
      Sales Consultant

      Working in a sales role for a traditional high street based broker, conducting fact finds with potential clients and finding solutions to meet their insurance needs. I specialise in selling motor insurance to new and existing clients, as well as looking for additional areas of business. My cross sales remit also includes health care, home and contents cover and public liability insurance. Providing exceptional customer service with the professional relationships I make I continually hit performance targets and KPI’s. Completed CII Level 3 Certificate in Insurance Show less

    • CLOVER FINANCIAL SOLUTIONS LIMITED

      Mar 2018 - Jul 2020
      Mortgage and Protection Specialist
    • Magpie Money UK Ltd

      Jul 2020 - now
      Senior Mortgage Protection and Later Life Advisor
  • Licenses & Certifications

    • Certificate in Equity Release

      Chartered Insurance Institute
      Dec 2024
    • Certificate in Mortgage Advice

      Chartered Insurance Institute
      Nov 2024
    • Certificate in Mortgage Advice and Practice (CEMAP)

      The London Institute of Banking & Finance
      Dec 2017
    • Estate Agency Diploma (Level 3)

      New Skills Academy (part of BE-A Education Ltd)
      Jan 2018
    • Certificate in Regulated Equity Release (CeRER)

      LIBF
      Nov 2024
    • Certificate In Insurance

      Chartered Insurance Institute
      Dec 2016
  • Honors & Awards

    • Awarded to Sam Round CeMAP CeRER
      Best Overall Broker - Shortlisted Online Mortgage Advisor January 1, 2020
    • Awarded to Sam Round CeMAP CeRER
      Protection Advisor of the Year Award Clover Financial Solutions Ltd December 1, 2019
    • Awarded to Sam Round CeMAP CeRER
      Directors Choice Award Clover Financial Solutions Ltd December 1, 2019
    • Awarded to Sam Round CeMAP CeRER
      Customer Champion - Shortlisted Online Mortgage Advisor January 1, 2019
    • Awarded to Sam Round CeMAP CeRER
      Licentiateship Award in Business Enterprise Development City and Guilds Dec 2013