Kerrie Sumner

Telephone Account Manager @LV=

Bournemouth, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2014 — Present

Telephone Account Manager @LV=

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To effectively build and develop relationships with my accounts in line with our LV= protection range. Offering technical training, support and guidance to advisers throughout the financial industry, whilst reinforcing our brand values and helping to develop their protection business.

EDUCATION

2009 — 2009

City & Guilds

Apprenticeship in Financial Services

2009 — 2009

Institute of Financial Services

CeMAP 2, Certificate in Mortgage Advice & Practice 2

2020

Chartered Insurance Institute

ER1, Equity Release

2020

Chartered Insurance Institute

ER1 - Equity Release

2013 — 2013

IFS

CeMAP 3, Certificate in Mortgage Advice & Practice 3

1998 — 2000

Mid-Kent College

BTEC, Distinction

2015 — 2015

Chartered Insurance Institute

R05 - Financial Protection

2008 — 2008

Institute of Financial Services

CeMAP 1, Certificate in Mortgage Advice & Practice 1

SKILLS

FundingInsuranceStrategic Financial PlanningPrivate BankingConsumer LendingHigh Net Worth IndividualsCommercial LendingRetail BankingIncome ProtectionHome Equity LoansSales ManagementLines of CreditCross SellingFinancial ServicesCrmCertified Mortgage PlanningSellingTrainingInvestmentsManagementBankingMutual FundsSavingsHome Equity Lines of CreditLife InsuranceRisk ManagementTeam ManagementSalesFinancial PlannersPensionsCreditCredit CardsFinancial RiskDirect SalesCommercial BankingRefinanceDebt ConsolidationCemapRelationship ManagementBranch Banking

ABOUT KERRIE SUMNER

Working within the financial services industry since 2001 I feel I have obtained a wide wealth of knowledge and experience to be able to attribute to my business success to date. I have proved myself to be a honest, trustworthy, reliable and compliant member of any team. I enjoy customer interaction and have a history of building lasting business relationships which have reflected in my personal targets and sales results, I have a proven track record that shows my sales are exemplary and that I thrive at being at the top of my game; I work hard, put my clients first and consequently achieve my goals ultimately leading to the improvement and success of any business.

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