Lisa Pettit
Account Development Manager at Zurich Financial Services Australia- Claim this Profile
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Topline Score
Bio
Con Koulouris
Lisa has been the Business Development Manager for the practice since 2012. In that time she has always been very supportive of the practice and what we were needing to achieve. She would regularly go beyond the normal requirements of her role so as to achieve a great outcome or my clients and the financial planners I work with. Lisa is always willing to spend the time to understand our client needs and this helps us put together a great proposal for my clients. I know we can always rely on Lisa and as we are a demanding practice she has not once let us down.
Ross Meeuwsen
I have been working with Lisa for many years. Lisa consistently provides above the line service and knowledge to my business: she knows her stuff and delivers. She is efficient and effective in her solutions and resolutions. Lisa has had a significant positive impact on my business and comes highly recommended. I have not worked with better Business Development Manager in my nearly two decades in finance.
Con Koulouris
Lisa has been the Business Development Manager for the practice since 2012. In that time she has always been very supportive of the practice and what we were needing to achieve. She would regularly go beyond the normal requirements of her role so as to achieve a great outcome or my clients and the financial planners I work with. Lisa is always willing to spend the time to understand our client needs and this helps us put together a great proposal for my clients. I know we can always rely on Lisa and as we are a demanding practice she has not once let us down.
Ross Meeuwsen
I have been working with Lisa for many years. Lisa consistently provides above the line service and knowledge to my business: she knows her stuff and delivers. She is efficient and effective in her solutions and resolutions. Lisa has had a significant positive impact on my business and comes highly recommended. I have not worked with better Business Development Manager in my nearly two decades in finance.
Con Koulouris
Lisa has been the Business Development Manager for the practice since 2012. In that time she has always been very supportive of the practice and what we were needing to achieve. She would regularly go beyond the normal requirements of her role so as to achieve a great outcome or my clients and the financial planners I work with. Lisa is always willing to spend the time to understand our client needs and this helps us put together a great proposal for my clients. I know we can always rely on Lisa and as we are a demanding practice she has not once let us down.
Ross Meeuwsen
I have been working with Lisa for many years. Lisa consistently provides above the line service and knowledge to my business: she knows her stuff and delivers. She is efficient and effective in her solutions and resolutions. Lisa has had a significant positive impact on my business and comes highly recommended. I have not worked with better Business Development Manager in my nearly two decades in finance.
Con Koulouris
Lisa has been the Business Development Manager for the practice since 2012. In that time she has always been very supportive of the practice and what we were needing to achieve. She would regularly go beyond the normal requirements of her role so as to achieve a great outcome or my clients and the financial planners I work with. Lisa is always willing to spend the time to understand our client needs and this helps us put together a great proposal for my clients. I know we can always rely on Lisa and as we are a demanding practice she has not once let us down.
Ross Meeuwsen
I have been working with Lisa for many years. Lisa consistently provides above the line service and knowledge to my business: she knows her stuff and delivers. She is efficient and effective in her solutions and resolutions. Lisa has had a significant positive impact on my business and comes highly recommended. I have not worked with better Business Development Manager in my nearly two decades in finance.
Credentials
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Diploma of Financial Services
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Experience
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Zurich Australia
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Financial Services
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400 - 500 Employee
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Account Development Manager
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2020 - Present
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Zurich Insurance
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Switzerland
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Insurance
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700 & Above Employee
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Business Development Manager
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Oct 2017 - 2020
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AMP
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Australia
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Financial Services
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700 & Above Employee
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Business Development Manager
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Mar 2011 - Oct 2017
Risk Specialist BDM, responsible for: - - Driving insurance sales of AMP's products and solutions to advisers, including Elevate, FLP & Super protection - Driving customer back insights through the understanding and championing of AMP's products and being the conduit for customer and intermediary feedback into Customer Solutions. - Building and enabling adviser product capability to allow their participation in systematic campaign activity by working with advisers to develop and implement product initiatives that create capability and maximise sales opportunities. - Driving preference for and promoting benefits of AMP's product, solutions, tools, technology and migration/installation relative to competitor offerings. - Understanding, articulating and embedding end-to-end sales and advice processes and targeted product strategies. - Proactively engaging all stakeholders and key relationships to ensure activity is aligned directly to business plans and deliver on shared growth objectives. - Proactive management of risk & compliance issues and adherance to regulatory processes.
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Community
