National Relationship Representative

• Dec 2020 - Present

VitalCall Medical Alarms - Emergency Services 0800 20 30 40

Business Development Manager

• Jun 2016 - Present

Investments

• Jan 2020 - Dec 2020

Investments & Investigations.

Auckland And National Territory Business Manager

• Mar 2017 - Mar 2019

Business Development Executive - Foreign Exchange International and Domestic Payments.

• Aug 2015 - Mar 2017

Finance, Legal - AML, CFT, CDD, EDD, Financial Crime Investigations. Commercial Acumen, Business Development. Foreign Exchange Broker. Risk and Compliance.Trusts.

Support - Legal Services.

• Oct 2014 - Sep 2015

Inbound Customer Service, answering queries regarding Wills, Trusts and Enduring Power Of Attorney.Pre-Qualifying Referrals for Online Wills to determine suitability.Call clients to ensure Wills are signed and returned in a timely manner.Follow up calls to potential clients.Take payments using DPS for Wills, WillsPlus, and Digital Vault, Assisting the accounts/Finance TeamCreating reports on Business gained and costs achievedAssigning leads to the right Client Manager in different regions of New Zealand.Creating clients in CRM efficiently, accurately and professionally.Communicating with lawyers within Perpetual Guardian on a regular basis to ensure Online Wills are drafted to the highest of standards.Meeting clients with client managers.Writing Scripts, for Pre-Qualifying, Return Wills, and Payments that have been abandoned/Processing paymentsWriting sales processes for Online Wills the most effective way for sales conversion and growth.Learning terminology and law regarding, Wills, Trusts and Enduring power of attorney.Building rapport with insurance brokers/Businesses across New Zealand to produce referrals for Perpetual Guardian with the highest quality and assurance.Communicating with BDM’s to effectively convert Online Wills and upsell Enduring Powers of Attorney, Trusts, WillsPlus,and Digital Vault.Effectively converted 83 Quality Online Wills.Assisting the marketing team in creating the best user friendly tool for Online Wills and branding.

Sales Specialist

• May 2011 - Nov 2013

As an outbound sales person for Westpac Bank I have accomplished 3772 Card repayment cover sales between year 2012 and 2013 I am capable of exceeding my target growing business with 350 sales per month, I also achieved a personal target of 99 sales in 5 days which I was recognized as the top sales person contracted from Salmat for Westpac Bank. I have excellent attention to detail skills and have been accurate with my analysis of system errors my Data entry is very thorough, I can comfortably use salesforce (CRM) to manage customer database excellent understanding of users, permissions, security and general functions and processes of the program whether working within a team or solo I have the internal drive and tenacity to tackle a project without the need of micro – Management I enjoy analyzing, researching to find the best solution that fits the needs of the company.

Sales Executive

• Feb 2011 - Apr 2011

United Parcel Services:Experience in building rapport with Businesses regarding importing and exporting freight to various regions of new Zealand creating excel spreadsheets and setting up track and trace in a systematic manner for the most comfortable viewing of our customers within a tight deadline and ensuring each client’s freight was delivered in a timely manner given the most superior service, Writing reports on each new business gained, I also gained experience in lead gen for the sales executives to meet with and carry forward business for united parcel services.

Sales Executive

• Sep 2008 - Sep 2010

Top sales person for Genesis Energy, making approximately 200 dials per day to residential and business consumers accross New Zealand. Exceeding my targets on a daily basis achieving 16 sales per day using my natural interpersonal skills. I have also trained individual and group employees to sucessfully achieve there sales targets. Cold calling to Businesses across New Zealand building rapport and creating awareness, Moving onto a Team Leaders position motivating 12 agents individually for sales growth tailored to there personal style. Also a great believer in quality compliance checks daily, to ensure agents were delivering to consumers the highest of standards to maintain a good reputation internally and externally for the organization and myself.