Editor's note: This brief was summarised by The Property AI Newsroom from a report by Mortgage Strategy. Read the original article for full details.

A Day in the Life: Jack Egan, BDM at PMS & Bankhall

Jack Egan, business development manager at PMS & Bankhall, has shared insights into his daily routine and the evolving nature of his role within the mortgage and protection sector. Egan’s responsibilities range from analytical tasks to strategic planning, with a focus on supporting both his business and its members.

Egan’s workday typically begins with a commute, during which he catches up on industry news and sets his priorities. Once at his desk, he collaborates closely with Claire Cherrington, DA distribution and propositions director, and the wider DA team to shape business direction and delivery.

His role involves a mix of analysing data, identifying opportunities for improvement, and developing solutions to enhance productivity. Egan also engages in long-term strategic planning, considering the future needs of the business over the next one to two years. Networking, both internally and across the industry, is a constant aspect of his work, aimed at connecting people to achieve effective outcomes.

Egan entered the mortgage industry after a career change from KPMG, initially taking a marketing role in financial services. He later transitioned into his current position at PMS & Bankhall, where he has worked for six months.

He notes that the mortgage and protection industry requires ongoing adaptation and sees significant potential for positive change, particularly through the application of accessible technology. Egan highlights the scale of the market and the impact that even small improvements can have on efficiency and support for firms and customers.

Egan also points to the protection gap as a concern, noting the number of consumers who remain unprotected and the implications for the industry. He clarifies that his role is not just about relaying information, but about providing clarity, challenging decisions, and finding solutions that benefit advisers and members.

He values the freedom and support provided by Sesame Bankhall Group, describing a workplace culture that encourages innovation and problem-solving.