Experience

Insurance Market Collective

• New Zealand
• Insurance
• 1 - 100 Employee

• Director & Adviser at Insurance Market Collec

  • Mar 2021 - Present

  Customer service, positive customer outcomes and ongoing support is what drives me to provide bespoke insurance solutions. We work with individuals, families and businesses to ensure the financial position they have worked so hard to achieve, remains protected from life’s unforeseen events. Insurance does not need to be complicated. Let us manage this process for you and guide you on what best suits your individual needs. Ultimately, we know our clients are busy and successful people who want to have trust in our process. We take great pride in the confidence our clients instill in us and we certainly do not take this for granted. Show less



MDRT

• United States
• Financial Services
• 200 - 300 Employee

• Auckland Chair

  • Sep 2018 - Present

  MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.



Winstone Partners

• New Zealand
• Financial Services

• Director & Adviser

  • May 2020 - Mar 2021

  At Winstone Partners we pride ourselves on the working relationship we establish with our customers. We will guide you to make informed, trustworthy decisions around your financial well- being. At Winstone Partners we pride ourselves on the working relationship we establish with our customers. We will guide you to make informed, trustworthy decisions around your financial well- being.



Pearce Financial Services

• New Zealand
• Insurance
• 1 - 100 Employee

• Partner

  • Jul 2018 - May 2020

  We are a small, highly specialised team working with successful people to help them make smart decisions about their insurances. I am passionate about providing quality advice to my clients and a large percentage have been with me for many years. I ensure that they receive the most effective insurance cover, with the best possible value, for the right situation. I am always looking for smarter ways to help businesses and clients manage their risks. We are a small, highly specialised team working with successful people to help them make smart decisions about their insurances. I am passionate about providing quality advice to my clients and a large percentage have been with me for many years. I ensure that they receive the most effective insurance cover, with the best possible value, for the right situation. I am always looking for smarter ways to help businesses and clients manage their risks.



ANZIIF

• Australia
• Insurance
• 1 - 100 Employee

• Council Member - ANZIIF Generation I Council

  • Jan 2017 - Mar 2020

  Member of ANZIIF's Generation i Council; an advisory group targeting and addressing issues and opportunities for young and rising professionals in the insurance industry, with a dedication to providing the resources, advice and a voice for the next generation of insurance leaders. Member of ANZIIF's Generation i Council; an advisory group targeting and addressing issues and opportunities for young and rising professionals in the insurance industry, with a dedication to providing the resources, advice and a voice for the next generation of insurance leaders.



Pearce Financial Services Ltd

• New Zealand
• Insurance
• 1 - 100 Employee

• Specialist Insurance Adviser

  • Mar 2016 - Jul 2018

  We are a small, highly specialised team working with successful people to help them make smart decisions about their insurances. We will ensure that each client receives the most effective insurance cover, with the best possible value, for the right situation. We are always looking for smarter ways to help businesses and clients manage their risks. We are here to change the way you think about insurance. We are a small, highly specialised team working with successful people to help them make smart decisions about their insurances. We will ensure that each client receives the most effective insurance cover, with the best possible value, for the right situation. We are always looking for smarter ways to help businesses and clients manage their risks. We are here to change the way you think about insurance.



AMP New Zealand

• New Zealand
• Financial Services
• 100 - 200 Employee

• AMP 360 Adviser

  • Jan 2015 - Mar 2016

  Financial Adviser As a Financial Adviser, it is fundamentally important that I am invested in the financial security of my clients. With that in mind, I ensure a personal touch when presenting a client with clear and understandable advice. I deliver solutions when the client is looking for answers and provide them with financial planning to give them a clear map of what they need to do. My experience is with high performers in their respective fields. They are between 28 and 55 and have built strong careers to support their families and their future plans. I help them with protecting their financial certainty around debt and a focus on protecting themselves and their family for the future. I have strong collaborative skills; especially as they apply to working with senior level management and business owners. Key Achievements: Helping over one hundred clients achieve security and peace of mind for themselves and their family Exceeding all personal targets for a successful year and a strong 2016 Show less



Continental Cars Porsche

• New Zealand
• Retail
• 1 - 100 Employee

• Sales Consultant

  • Jan 2014 - Jan 2015

  Sales Executive Gaining valuable knowledge in a sales focused role where I have learned how to assist people in a highly professional manner. I worked closely with the Sales Manager and assisted with ordering stock, helping with client days while also servicing long established relationships. I also am diligent in growing the Porsche database by contacting existing clients and seeking out new ones. I ensure the clients are receiving the same top level treatment as they grew accustomed to with Audi. I collaborate with third parties to organize events such as ‘Client Days’ and ‘New Vehicle Launches.” Key Achievements:  Regularly exceeding targets both in units and budgets  Surpassed all expectations of joining a new team and further lifting results in a short period of time  An understanding of working with all levels of clientele and identifying needs through questioning and relationship building Show less



Continental Cars Audi

• Sales Executive

  • Sep 2011 - Jan 2014

  Sales Specialist I was responsible for ensuring the client was well taken care of through a deep understanding of customer service. I assisted the client throughout the sales process in an effort to create long-term, return business and possible upselling of luxury products which contribute to the overall sales targets objectives. I positioned myself with clients as their one point of contact for all of their motoring needs as a result of going outside of the box in reaching out to other yards and marquees which affords the clients a complete experience. This complete experience includes working with wholesalers in trading vehicles and ensuring the correct buy prices were in place so that the clients were able to get the best prices available. I had easily fit into and contributed to a very team focused environment to meet monthly sales targets. Show less



Lancer Industries Ltd

• South Africa
• Construction

• Product Manager

  • Aug 2007 - Sep 2011

  Product Manager Assisted with product launches, researched potential core markets, developing products throughout lifecycle beginning with concept, monitored new enquiries and developed lasting relationships. Share resources, tools and initiatives within the company to assess, maintain and enhance relationships while maximising opportunities with clients, while enhancing the profitability of our sales. Focused on bringing back brand awareness for surf lifesaving boats and PROTECTOR inflatable boats. This role required that I travel to Japan for company representation for developments in the commercial sector for Oil Recovery Barges. Key Achievements:  Increased the level of awareness for our new products in many sectors as well as developed it into sectors outside of the original target markets  Successfully appointed agents in Australia and Japan who were actively promoting our product into markets unobtainable from New Zealand  Added innovative techniques and standard design points to make sure the product was more future proofed and improved time management  Worked closely with a range of staff to develop multiple products and make sure they are finished to a high standard that both Lancer Industries Ltd and our customers could be proud of  Worked on target markets and had actively sold the product into all  Developed relationships with all customers and remained in contact to ensure they got the most out of their new product Show less