Natalie Beer Email & Phone Number
Head of Sales @ intelliflo
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Natalie Beer Location
- England, United Kingdom
Natalie Beer Work
- Head of Sales @ (October 2020 - Present)
- Senior Consultant @ (August 2013 - October 2020)
- Area Business Manager @ AXA Wealth (January 2011 - May 2013)
- Financial Planning Manager @ AXA Wealth (January 2010 - December 2010)
- Senior Financial Planner @ (September 2008 - December 2009)
- Financial Planner @ (July 1999 - August 2008)
Natalie Beer Education
- Institute of Financial Services
Diploma in Financial Advice
2011 - Institute of Financial Services
Certificate in Mortgage Advice and Practice
2001 - Chartered Institute of Bankers
Certificate in Financial Advice
2000 - Crompton House, Shaw
Natalie Beer Skills
- Bancassurance
- Banking
- Building Relationships
- Business Relationship Management
- Critical Illness
- Direct Sales
- Finance
- Financial Advisory
- Financial Planning
- Financial Risk
- Financial Services
- Income Protection
- Insurance
- Investment Advisory
- Investments
- Life Insurance
- Loans
- Mortgage Lending
- Mutual Funds
- Pensions
- Portfolio Management
- Private Banking
- Regulated Industry
- Relationship Management
- Retail Banking
- Retirement Planning
- Sales Management
- Savings
- Strategic Financial Planning
- Team Management
- Wealth
- Wealth Management
- Strategic Financial
Natalie Beer Summary
- Natalie Beer, based in England, United Kingdom, is currently a Head of Sales at intelliflo. Natalie Beer brings experience from previous roles at intelliflo, AXA Wealth and National Australia Bank. Natalie Beer holds a Diploma in Financial Advice @ Institute of Financial Services. With a robust skill set that includes Bancassurance, Banking, Building Relationships, Business Relationship Management, Critical Illness and more. Natalie Beer has 1 emails on RocketReach.
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