Neilson FS strengthens partnership team
With partnership BDM and account manager
Charlotte O’Brien, previously Cignpost Life, and ActiveQuote’s James Howell join D2C life provider
Neilson Financial Services (NFS) has added to new names to its partnership team.
Last month, NFS launched direct-to-consumer (D2C) protection comparison service Choozi following the launch of advice arm Neilson Place, formed of Albany Park top talent.
Charlotte O'Brien was previously business development manager at Cignpost Life and joins as partnership business development manager. Shortlisted for the COVER Customer Care Awards 2020 (Young Insurance Person of the Year), she won Protection Review's ‘Young Achiever of the Year' award last year.
James Howell was previously senior product manager at ActiveQuote and joins NFS as partnership account manager.
Both Charlotte and James will report to Pippa Keefe who started earlier this year in the new role of partnerships and strategy director to focus on developing the partnerships channel.
Pippa Keefe said: "I am thrilled to announce these recent additions to my team which is focussed on expanding our distribution within the partnership and advice segments. Charlotte and James bring great energy and enthusiasm to their new roles and I'm confident they will help us secure and nurture important new partnership relationships."
Charlotte O'Brien said: "Having carefully considered my next career move, I'm really excited to be joining the NFS team at such a pivotal time in their development and look forward to helping achieve their ambitious partnership growth plans."
On NFS business development strategy, Pippa added: "I believe that our recently launched protection comparison service Choozi, allied with an unparalleled range of in-house functions such as IT development, digital marketing and omni-channel call centres make NFS highly attractive to new partners. Taken together with exceptional product management and established relationships with leading global insurers, our range of propositions means we are ideally positioned to open-up new distribution channels. The addition of Charlotte and James will help us drive forward our ambitious growth plans in the partnership space."
Further reading
More on Individual Protection
Six in 10 furloughed concerned about job security
Data for more than 6,000 employees
Did you know that Hive offers a guaranteed life plan?
‘Likely to appeal to clients with pre-existing conditions’
Tom Baigrie: Protection advisers should be involved in the claim
‘It would feel wrong to not be there when a customer needs help’
WHAT, HOW, WHY? #7 Popcorn at the ready!
‘Understand yourself, take the time to discover why you do what you do’
Advisers can 'help prevent' suicide
One person dies by suicide every 40 seconds
