Tracy Jeffery
Insurance Adviser @Mortgage 1st
Bristol, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2024 — Present
Insurance Adviser @Mortgage 1st
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SKILLS
InvestmentsWealth ManagementPensionsRetirement PlanningPortfolio ManagementSalesRelationship ManagementFinancial PlanningAccount ManagementBusiness Relationship ManagementPension FundsFinancial ServicesInsuranceFinancial Advisory
ABOUT TRACY JEFFERY
A highly motivated, driven & experienced Protection Professional with 25 years+ industry experience (within both Direct & Intermediary Sales channels). Current roles include a blend of Protection Advising and Employee Benefits Consultancy. Strengths lie in having a deep understanding of the Protection market and due to previous experience, excellent Man Management and Sales Management skills.
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