
Sam Round CeMAP CeRER

Connect with Sam Round CeMAP CeRER to Send Message
Connect
Connect with Sam Round CeMAP CeRER to Send Message
ConnectTimeline
About me
Senior Mortgage, Protection and Later Life Advisor at Magie Money
Education

Ashlawn Sixth Form College
2006 - 2010A LevelEnglish LiteratureInformation TechnologyBusiness Studies

Warwickshire College
2006 - 2008Foundation degree Constuction
University of Portsmouth
2010 - 2014Bachelor of Arts (BA) Business Enterprise Development 2:1
Experience

Halfords
Dec 2008 - Jan 2012As 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 2012Sales Advisor
Dec 2008 - Jul 2011

Portsmouth Football Club Ltd
Mar 2012 - Jun 2012Store AssistantServing 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 2015Ensuring 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 2015Management Assistant
Aug 2013 - Nov 2014Mangement Trainee/Intern
Jun 2012 - Aug 2013

A-Plan Insurance
Mar 2015 - Feb 2018Sales ConsultantWorking 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 2020Mortgage and Protection Specialist
Magpie Money UK Ltd
Jul 2020 - nowSenior Mortgage Protection and Later Life Advisor
Licenses & Certifications

Certificate in Equity Release
Chartered Insurance InstituteDec 2024
Certificate in Mortgage Advice
Chartered Insurance InstituteNov 2024
Certificate in Mortgage Advice and Practice (CEMAP)
The London Institute of Banking & FinanceDec 2017.webp)
Estate Agency Diploma (Level 3)
New Skills Academy (part of BE-A Education Ltd)Jan 2018
Certificate in Regulated Equity Release (CeRER)
LIBFNov 2024
Certificate In Insurance
Chartered Insurance InstituteDec 2016
Honors & Awards
- Awarded to Sam Round CeMAP CeRERBest Overall Broker - Shortlisted Online Mortgage Advisor January 1, 2020
- Awarded to Sam Round CeMAP CeRERProtection Advisor of the Year Award Clover Financial Solutions Ltd December 1, 2019
- Awarded to Sam Round CeMAP CeRERDirectors Choice Award Clover Financial Solutions Ltd December 1, 2019
- Awarded to Sam Round CeMAP CeRERCustomer Champion - Shortlisted Online Mortgage Advisor January 1, 2019
- Awarded to Sam Round CeMAP CeRERLicentiateship Award in Business Enterprise Development City and Guilds Dec 2013
Recommendations

Beenish hafeez
Experienced HR Professional and Content Writer - Your Reliable Part-Time HR SolutionSindh, Pakistan
Hugo cyr, pmp
Gestionnaire des applications chez Hôpital MontfortGatineau, Quebec, Canada
Allison wilson, pa-c
Physician Assistant, Plastic & Reconstructive SurgeryGreater Chattanooga
Ida asiah nurfitriyani
AdministrasiTangerang, Banten, Indonesia
Bharath kumar k
An Experienced Production Engineer with 7 Years in, Process Optimization and Efficiency Enhancement ...Bengaluru, Karnataka, India
Benjamin kutner
Senior AnalystNew York City Metropolitan Area
Majid bin sawad
Cybersecurity Director | Consultant | MIT, MBA, MCITP, Prince2 Practitioner, CISM, ISO27001 LARiyadh, Saudi Arabia
Üveys burak karayağiz
Landis+Gyr şirketinde Maintenance Engineerİzmir, Türkiye
구자림
Software Engineer - LINE PlusSouth Korea
María de los angeles manzo dávila
Gerente comercial | Especialista en Empresas en Crecimiento | Innovación | Asesoría Personalizada | ...Peru
Sena çukur
Gıda MühendisiYalova, Yalova, Türkiye
Anushil singh
Project Manager/Scrum Master at NatWest GroupGurgaon, Haryana, India
Descampe miyouna banzouzi
Expert ProgrammaticBrussels Metropolitan Area
Roshni dharmik
Squad Lead, certified Scrum MasterIndia
Ram mohith
Student at Indian Institute of Technology, TirupatiVisakhapatnam, Andhra Pradesh, India
Srinivas mekala
SDE @OneAssure | Mentor @Hackerabad | Ex-Assistant Regional Manager @CodeDay Hyderabad | Self Taugh...Hyderabad, Telangana, India
Lucy critchlow
Director at Dependable Productions - creating video content that promotes your business, trains your...Borrowby, England, United Kingdom
Andrea caneva
Controllo di Gestione, Organizzazione Aziendale e Management -Non Executive Director - Contract Man...Vicenza, Veneto, ItalyIT.webp)
Gayani champika mbcs citp,csm®, mit, bsc(hons)it
Software Engineer at Ceylon Electricity BoardKurunegala District, North Western Province, Sri Lanka
Devjot singh
Employee Benefit Assistant Manager at MercerDelhi, India
...