Combined/Ace Insurance, Auckland (www.combinedinsurance.co.nz)
Total years of experience :15 years, 3 Months
§ Developed a trading portal with a team (http://wowindi.com/), ready for launch - sold the portal
§ Established a 15-acre coffee plantation in India
§ Managed a team of 10 Sales Representatives - carry out detailed planning for managing the territory
§ Oversaw the recruitment and professional development of staff - assisted staff as facilitator and trainer
§ Developed good working relationships with new and existing customers and provided high quality advice on
the best insurance policy for their requirements - resolved any problems that arose
§ Carried out regular sales audits to identify areas requiring further training - implemented training based on
individual performance and results
§ Placed a strong emphasis on recognising potential customers and securing their business, along with retaining
current customers - underwriter for insurance policies and focused on generating revenue and new business
Bank of New Zealand
§ Provided advice to a broad customer base on financial and insurance products and services
§ Assessed financial activity in line with bank policies and procedures - focused on achieving sales targets
§ Advised customers on new financial lending for individuals, corporates and trusts
§ Kept track of customer community profiles, to identify new sales opportunities
§ Guided and coached newly hired staff - ensured current customers were looked after and retained
§ Carried out in-depth assessment of customer eligibility and risks relating to financial lending - this included
secured, unsecured, LTC loans, home loans and other financial and banking products
§ Generated new business and gained sales through a range of financial services, including lending
§ Managed a team of 8 sales executives primarily involved in outbound contact with customers
§ Provided knowledgeable advice on accounts, business referrals, managing delinquent accounts - assisted
customers in paying credit accounts and with establishing payment plans
§ Focused on risk mitigation in financial lending - ensured loan settlements were conducted in compliance with
company policies and procedures - conducted various promotional campaigns
§ Analysed financial details to determine eligibility for personal loans, mortgages, vehicle loans and insurance
§ Maintained the log book and kept it updated - processed payments and provided coaching to new staff
International Experience
§ Managed sales and store base encompassing 135 dealers, 6 premium providers and 4 distributors
§ Strategically managed store performance - developed primary and secondary resellers
§ Assigned, reported and oversaw the promotional budget for each store - evaluated store performance
§ Established and drove sales targets for stores - trained managers, distributors and resellers in up-selling
conducted market research and submitted project reports
§ Prepared estimates and quotations and officiated the tender process - pivotal in establishing new agents and
coordinating with the sales team to develop new markets
§ Trained sales executives, assisted in their professional development, and sales and product knowledge
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courses: Skills Offered § Client & Account Management § Business Advisory § High Value Sales & Marketing § Business Development & Growth § Revenue Growth § Corporate Clients § Profit Maximisation § Financial Planning § People Management § Negotiation & Influence § Team Management § Commercial Leadership