karen leys

protection development manager

About

.I have over twenty five years experience of relationship driven new business production from Intermediaries predominately in London and the South East. Have delivered substantial volumes of Assets Under Management, establishing successful panels and assisted with developing a propostion and taking to market. Diverse and Strong Intermediary plus Third Party relationships including Insurance Companies, Wrap and Sipp Providers. Now moved on to be a Protection Specialist to add to my skills in the Adviser Market .

Country

united kingdom

City

essex

Industry

financial services

Skill

pensions, income protection, wealth management, retirement, retirement planning, protection, inheritance tax planning, investments, strategic financial planning, life insurance, investment strategies, critical illness, sipp, portfolio management, insurance, wealth, wealth management services, financial services, financial advisory

Experience

pensions manager

aig

2007-1 - 2008-1 · 1 yr 1 mo

wealth management business consultant pruprotect

pruprotect

2012-8 - 2015-2 · 2 yrs 7 mos

business development manager

saltus investment managers

2008-9 - 2012-3 · 3 yrs 7 mos

business development manager

winterthur life

2002-3 - 2007-6 · 5 yrs 4 mos

senior broker consultant

friends provident

1990-1 - 2002-3 · 12 yrs 3 mos

protection development manager

aegon

2015-3 - Present · 11 yrs 7 mos

We help people achieve a lifetime of financial security. Aegon's products and services range from life, critical illness and disability insurance, to pensions, annuities, long-term savings and investments. We also offer mortgages, and car, household and travel insurance in some markets. In the US, we operate as Transamerica, one of the best known names in the North American financial services industry. We employ over 31,500 people worldwide.More on our social media policy here: http://www.aegon.com/linkedin