Experience

Harvest Financial Group
• United States
• Financial Services
• 1 - 100 Employee
• Group Insurance & Business Development Consultant

  • Aug 2021 - Present

CareSuper
• Australia
• Financial Services
• 100 - 200 Employee
• Member Relationship Manager

  • Jan 2018 - Aug 2021


THE MARKET GROCER PTY LTD

• Australia
• Wholesale
• 1 - 100 Employee

• Sales Representative

  • Apr 2017 - Dec 2017

  • Key responsibility for liaising across all key internal and external stakeholders so as to build resilient, long term client relationships; • Tasked with ensuring maximum leverage is delivered from the existing customer base as well a developing and maintaining new clients; • Working as part of a small cohesive team to maximise profitability at all times. • Key responsibility for liaising across all key internal and external stakeholders so as to build resilient, long term client relationships; • Tasked with ensuring maximum leverage is delivered from the existing customer base as well a developing and maintaining new clients; • Working as part of a small cohesive team to maximise profitability at all times.



BT Financial Group

• Accounting
• 1 - 100 Employee

• Relationship Manager

  • Sep 2011 - Jul 2016

  • Overall responsibility for the creation and delivery of retention, growth and cross selling initiatives across a panel of fifty corporate superannuation employer clients in New South Wales; • Oversight of transitioning protocols and managing new clients in the region; • Playing a key role in a full spectrum of strategic initiatives designed to improve service levels; • Delivering service support to key employers through developing resilient relationships with Human Resource Directors and their teams; • Managing relationships with external stakeholders and aligned financial advisers, as well as Westpac Group Relationship Managers so as to facilitate a broad range of attractive employer and member services; • Managing Life Insurance policies on behalf of corporate superannuation employer clients (including oversight of the claims process and benefit design sustainability); • Chairing and minuting Superannuation Policy Committee Meetings; • Personally adapting the BT reporting processes so as to match client expectations; • Acting as point person and leader for the escalation for any problems or issues that arise. Show less



ADP Prosperity Advisers

• Employer Benefits Manager

  • Jul 2007 - Sep 2011

  • Key responsibility for delivering complex financial advice to 20 Employer Superannuation Funds; • Overseeing the effective management of cross selling opportunities across an extensive network of financial service areas including financial advice, family and estate planning, private wealth, tax and accounting matters; • Delivering a series of successful Corporate Superannuation initiatives to employers so as to increase overall employee retention; • Handling on-going relationships with key internal and external stakeholders including Human Resource Directors and Chief Financial Officers; • Working collaboratively with Employers to introduce and maintain an effective, fiscally efficient Employee Benefits Program; • Tasked with the introduction and implementation of a number of strategies to increase the flow of new business and cross selling. Show less