Taylor Thao
Business Development Manager at Zurich Financial Services Australia- Claim this Profile
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Japanese Limited working proficiency
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Chinese Limited working proficiency
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Bio
Jim Prigg
Over many years I have had the privilege and pleasure of working with many tremendous BDM's and sales managers nationally. In particular one person that I have found to be of excellent character, responsive to advisers requests and who really delivers excellent value is Taylor Thao from OnePath. In the 8 years I have known Taylor he has consistently and conscientiously delivered a passionate perspective to the life industry and to helping its people. His attitude of helping advisers to be the best of breed can be vindicated by the creation of his excellent CSI program– Connective Sales Intelligence that’s been successfully delivered for the last 2 years in NSW. In a world full of technocrats, product gurus and PowerPoint pontificators, Taylor has the happy knack of combining excellent communications, attention to detail and delivering on budget and on time on the projects we have worked on. In a world full of plastic, cardboard cut outs he is the real deal.
James O'Dwyer
Taylor stands apart from others that I have worked with in that he gives you his time. A valuable commodity that is becoming less and less available. While he educates on the finer points of risk mitigation, his priority was me and how I could better my processes and business.
Jim Prigg
Over many years I have had the privilege and pleasure of working with many tremendous BDM's and sales managers nationally. In particular one person that I have found to be of excellent character, responsive to advisers requests and who really delivers excellent value is Taylor Thao from OnePath. In the 8 years I have known Taylor he has consistently and conscientiously delivered a passionate perspective to the life industry and to helping its people. His attitude of helping advisers to be the best of breed can be vindicated by the creation of his excellent CSI program– Connective Sales Intelligence that’s been successfully delivered for the last 2 years in NSW. In a world full of technocrats, product gurus and PowerPoint pontificators, Taylor has the happy knack of combining excellent communications, attention to detail and delivering on budget and on time on the projects we have worked on. In a world full of plastic, cardboard cut outs he is the real deal.
James O'Dwyer
Taylor stands apart from others that I have worked with in that he gives you his time. A valuable commodity that is becoming less and less available. While he educates on the finer points of risk mitigation, his priority was me and how I could better my processes and business.
Jim Prigg
Over many years I have had the privilege and pleasure of working with many tremendous BDM's and sales managers nationally. In particular one person that I have found to be of excellent character, responsive to advisers requests and who really delivers excellent value is Taylor Thao from OnePath. In the 8 years I have known Taylor he has consistently and conscientiously delivered a passionate perspective to the life industry and to helping its people. His attitude of helping advisers to be the best of breed can be vindicated by the creation of his excellent CSI program– Connective Sales Intelligence that’s been successfully delivered for the last 2 years in NSW. In a world full of technocrats, product gurus and PowerPoint pontificators, Taylor has the happy knack of combining excellent communications, attention to detail and delivering on budget and on time on the projects we have worked on. In a world full of plastic, cardboard cut outs he is the real deal.
James O'Dwyer
Taylor stands apart from others that I have worked with in that he gives you his time. A valuable commodity that is becoming less and less available. While he educates on the finer points of risk mitigation, his priority was me and how I could better my processes and business.
Jim Prigg
Over many years I have had the privilege and pleasure of working with many tremendous BDM's and sales managers nationally. In particular one person that I have found to be of excellent character, responsive to advisers requests and who really delivers excellent value is Taylor Thao from OnePath. In the 8 years I have known Taylor he has consistently and conscientiously delivered a passionate perspective to the life industry and to helping its people. His attitude of helping advisers to be the best of breed can be vindicated by the creation of his excellent CSI program– Connective Sales Intelligence that’s been successfully delivered for the last 2 years in NSW. In a world full of technocrats, product gurus and PowerPoint pontificators, Taylor has the happy knack of combining excellent communications, attention to detail and delivering on budget and on time on the projects we have worked on. In a world full of plastic, cardboard cut outs he is the real deal.
James O'Dwyer
Taylor stands apart from others that I have worked with in that he gives you his time. A valuable commodity that is becoming less and less available. While he educates on the finer points of risk mitigation, his priority was me and how I could better my processes and business.
Experience
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Zurich Australia
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Financial Services
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400 - 500 Employee
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Business Development Manager
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Jun 2019 - Present
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ANZ
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Australia
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Banking
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700 & Above Employee
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Product Development Manager
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Oct 2017 - Jun 2019
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Business Development Manager
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Feb 2013 - Sep 2017
This role's responsibility is to engage both Practice Based Financial Planning advisers and Open Market advisers for sales production and support to the OnePath products for Life Risk and Superannuation and Investments.The role requires business development experience which encompasses not only product training and technical services, but may lend itself to practice management and workflow processing for advisers and their staff members and referral partners.
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Business Development Manager
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Oct 2009 - Feb 2013
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Association of Financial Advisers (AFA)
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Australia
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Financial Services
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1 - 100 Employee
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QLD SOS Co-ordinator
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Feb 2009 - Dec 2011
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ING Nederland
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Netherlands
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Banking
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700 & Above Employee
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Business Development Manager
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Apr 2007 - Sep 2009
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Asteron Life
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Financial Services
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100 - 200 Employee
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Business Development Officer
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May 2006 - Mar 2007
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Senior Customer Service Officer
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Oct 2004 - Apr 2006
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Commonwealth Bank
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Australia
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Financial Services
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700 & Above Employee
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Customer Service Officer
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2001 - 2002
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Education
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2015 - 2016
Technical and Further Education Commission NSW
Tax Agents Services Act (TASA) Compliance, Taxation Law and Commercial Law -
2011 - 2011
AIFA
Certificate IV in Financial Services - Practice Management in Financial Planning -
2006 - 2007
FSTA
Diploma of Financial Services -
1998 - 2003
University of Sydney
Bachelor, Psychology -
1992 - 1997
Sydney Technical High
Higher School Certificate
Community
