Stephen Cowdell
Head of Intermediary Sales @360 Lifecycle
Cheltenham, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2022 — Present
Head of Intermediary Sales @360 Lifecycle
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Cheltenham, GB
360 Advisor is the award winning CRM system, designed for financial advisers. With a proven track record of efficient client management and appointment tracking, advisers will have the ability to create new opportunities and build on existing ones to further strengthen the relationship with clients.
SKILLS
ManagementLife InsuranceFinanceSavingsProtectionHigh Net Worth IndividualsHealth InsuranceBrokersSourcingRetirementCritical IllnessPensionsInsuranceFinancial AdvisoryTerm Life InsuranceRetirement PlanningAccount ManagementInheritance Tax PlanningWealthTrainingNew Business DevelopmentFinancial ServicesCrmIncome Protection
ABOUT STEPHEN COWDELL
I’m a Senior Business Development Manager at Iress, specialising in sourcing solutions…
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