SO: How did you get started in your business?
SB:I was recruited while in retail banking to becme an assistant to a financial advisor and more recently I was recruited by Santander. Now I have team, and coach team members on both interpersonal and sales skills. I help team members learn how to speak to someone getting a mortgage to transition over to other financial products.
SO: What did you do before starting your business?
SB: I was an assistant to a financial advisor and before that I was in a retail banking call center assisting with sales.
SO: What is the biggest lesson you have learned in your line of work?
SB: Its ok to not know the answer. You want to answer everyone’s question, but if you don’t know the answer, saying “let me find out” is appreciated more by the client.
SO: What has been your greatest achievement/enjoyment since starting your business?
SB: I love being able to help people, especially someone who’s really worried about their finances, and being able to tell them they will be fine. I love taking away their stress about money.
SO: What advice, if any, would you give others who are interested in your field?
SB: I would tell them “don’t quit”. It can be very hard when the market gets bumpy, but it is a really successful, rewarding career.
SO: How do you envision your business in the next couple of years?
SB: I’d like to move home to Bristol and do more community work with the bank.