Benjamin Pugh
Suffolk
Summary
Proven track record in driving successful financial and sales outcomes, notably at DeVere, where I fronted multi-million pound deals within months. Versed in lead generation and management utilizing GoHighLevel, coupled with exceptional verbal communication skills. Managed assets exceeding one million pounds, demonstrating a unique blend of investment management and customer relationship building. I am a highly motivated and driven individual.
Overview
5
5
years of professional experience
Work History
Financial Coordinator
DeVere
01.2024 - Current
- Fast-tracked onto lead closing project targeted entirely on high-net-worth individuals as part of a two-man team.
- Instrumental in multi-million pound deal closes within my first three months.
- Learnt skills and the importance of lead generation, including methods of generating leads and marketing.
- Managed over one-million pounds in assets for clients.
Sales Specialist
The Whisky Trail
10.2022 - 12.2023
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Involved in multiple high value deals.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Built strong client relationships through consistent communication and effective problemsolving.
- Provided first-rate service to all customers and potential customers.
Sales Associate
Hotel Chocolat
09.2019 - 08.2022
- From a young age I was introduced to working within an extremely busy area in a customer facing role. Here I quickly developed strong communication skills.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Education
Master of Science - Classics
University of Edinburgh
Edinburgh, United Kingdom09.2023
Bachelor of Arts - Classics
King's College London
London, United Kingdom06.2022
Skills
- Skilled in GoHighLevel for lead generation and management
Qualifying and closing leads
- Verbal and written communication
- Investment Management
Hobbies
Hobbies include climbing, surfing, skiing, and running.
Timeline
Financial Coordinator
DeVere
01.2024 - Current
Sales Specialist
The Whisky Trail
10.2022 - 12.2023
Sales Associate
Hotel Chocolat
09.2019 - 08.2022
Master of Science - Classics
University of Edinburgh
Bachelor of Arts - Classics
King's College London
Similar Profiles
Wale AkinmolayanWale Akinmolayan
Care Assistant at Devere care partnershipCare Assistant at Devere care partnership
MWELA SUNKUTU CHINYAMAMWELA SUNKUTU CHINYAMA
Business Development Manager at DeVere &Partners InvestmentBusiness Development Manager at DeVere &Partners Investment
SOWJANYA USERIKAYALASOWJANYA USERIKAYALA
Banquet server at Devere Grand Connaught RoomsBanquet server at Devere Grand Connaught Rooms