Monte S.

Llama Life is an insurtech business with a twist, it offers instant online life insurance with rewards that can save its clients more than they pay. Context: Seconded to take Llama from concept to reality Business Design & Financing ✪ Identified market opportunity of instant online life insurance and found the suppliers to deliver ✪ Created the business model and financial plan for the business to succeed and bring along early investors/stakeholders during seed/angel financing ✪ Wrote the business plan and designed the pitch decks for Seed and planned Series A/B financing, with KPI's and outputs for senior departments ✪ Forecast sales & modelled to 5-year financial statements to identify financial needs for financing ✪ Recruited the senior team on "spec basis" to support business during financing & later scale ✪ Created the Due Diligence pack to support Series A/B financing, including term sheet, employment contracts and NDAs Project Management & Bootstrapping ✪ Managed the business from concept to reality with a disparate team of contractors and suppliers at pace under budget ✪ Bootstrapped the business in a few weeks during the pandemic when a key TV advertising opportunity presented. Worked 12-hour days 84 days straight to ensure the business met key KPI's in an extremely challenging environment ✪ Created and ensured marketing collateral, website, & advertisements met regulatory requirements from the FCA, Clearcast etc. Whilst also managing the online profile and doing client onboarding Operational & Martech Systems ✪ Mapped out the business processes and allocated to roles that were modelled to market rate salaries for budgets ✪ Set up the business IT systems including email, file structures and cloud hosting to allow it to be an entirely "work from home" ✪ Configured and integrated Martech systems of Marketing Automation & CRM into business that automated key job roles ✪ Created the client journey with input from stakeholders and checked the UX on devices

Directly regulated Independent Financial Advisers and across-the-marketing Mortgage Advisers based in Somerset. Role: Promote business profile within multiple markets and channels. Guarantee strict regulatory compliance within scope of job role. Selected as the primary liaison with product providers and other third parties, establishing clear channels of communication to promote workflow. Headed development and constant refinement of a communications and marketing strategy, guiding and working with up to 12 other team members including compliance managers, financial advisers and sales specialists. Generate unique, impactful marketing collateral in line with brand standards. Maintain vital partnerships with high-profile companies and clients. ✪ Spearheaded heavily researched SEO strategy driving significant SERP gains and an 212% upturn in traffic. ✪ Designed, sourced, and wrote new magazine "Flourish" for business in lieu of stock content, using communication and financial services acumen to create bespoke content. ✪ Created a bank of compliant financial marketing collateral with compliance team inclusive of landing pages, brochures, video content, and SM; created and maintain a custom handbook to share best practices, lessons learned, and common issues across the entire development process. ✪ Cleaned and mined data to meet GDPR requirements under heavy workload for CRM. ✪ Improved methods to monitor website performance to enhance lead generation efforts while utilising strategies to increase unique hits per day by 244% while increasing clickthrough rates by 350%.