adam lovett

national sales director, customer financial planning

About

I am an experienced and results driven financial services professional with a history of successfully achieving business objectives in a number of European markets, both domestic and on a cross-border basis. With a deep understanding of customer needs and the distribution models for life insurance, retirement and wealth solutions, I have successfully developed and implemented growth strategies and new initiatives within intermediary, tied agent and direct financial advisory channels. I am a keen user of analysis, insights and a team approach to drive organisational improvements and the implementation of best practices. Capable of managing multiple and complex issues, I am able to build effective relationships with stakeholders at all levels. Qualified to Masters level and a holder of both the Certified and Chartered Financial Planner designations.

Country

ireland

City

ireland

Industry

financial services

Skill

insurance, sales management, sales, investments, pensions, financial services, wealth management, life insurance, strategic planning, relationship management, strategy, sales presentations, protection, account management, managing accounts, business development, crm systems, data analysis, risk management, leadership, negotiation, client segmentation, sales remuneration packages, recruitment and staff development, sales process improvement, regulatory and compliance requirements, stakeholder management, financial planning, retirement planning, portfolio management, change management, business planning, financial advisory, business strategy, business analysis, project management, general insurance, investment advisory, direct sales, competitive analysis, management, customer service, coaching, problem solving, time management, communication, critical illness, sales strategy, customer value proposition, team management, training

Experience

sales development manager - sweden

zurich ireland

2009-3 - 2012-11 · 3 yrs 9 mos

Responsible for the distribution of Irish savings products in the Swedish market on a cross-border basis. UK based but with frequent travel to Sweden to manage relationships with our key IFA partnerships, as well as identifying and establishing new distribution agreements.

sales manager - eastern and central europe

zurich international isle of man

2008-2 - 2009-2 · 1 yr 1 mo

Responsible for the distribution of Life Insurance and Investment products to HNW expatriates through IFA/brokers in the following locations; Czech Republic, Hungary, Poland, Switzerland, Finland & Cyprus. UK based role with frequent travel across Europe.

sales consultant

royal london

2001-8 - 2008-1 · 6 yrs 6 mos

Promoted the Scottish Life proposition and delivered sales from a panel of IFA’s across the Home Counties. The panel included a variety of IFA firms - small local firms / large regionals / network members / EBC’s.

regional sales director - intermediary and broker channel

zurich life assurance plc (ireland)

2012-12 - 2015-12 · 3 yrs 1 mo

My role is to lead a team of Broker Consultants in the delivery of mutually profitable relationships with a large segment of the Irish broker market. This is achieved through the use of remote distribution methods, along with face-to-face activity in support of the Zurich distribution strategy. In addition, I have previously managed the high level relationship with national distribution partners (Banks/Private Banks, Brokers and Broker Networks) and am currently tasked with delivering a strategy for growth from designated distributors across the various regional sales teams.

national sales director, customer financial planning

zurich life assurance plc (ireland)

2015-1 - Present · 11 yrs 9 mos

* Lead and develop the office based broker consultant sales team who manage relationships with * over 500 brokers. * Drive the sales strategy for two segments of the advisory market. * Build and deliver adviser training and development packages. * Deliver internal sales training programmes to the national broker consultant teams.

Education

marlborough school

economics

project management

marlborough school

1990-1 - 1997-1 · 7 yrs 1 mo

the chartered institute for securities & investment (the cisi)

chartered insurance institute

Diploma in Financial Planning (DipPFS)

university college dublin

Professional Diploma in Financial Advice (QFA) Professional Diploma in Retirement Planning Advice (RPA) Professional Certificate in Investment Advice (SIA)