Experience

Zurich Australia

• Financial Services
• 400 - 500 Employee

• Strategic Account Manager

  • Jun 2019 - Present



OnePath

• Australia
• Financial Services
• 100 - 200 Employee

• Strategic Account Manager

  • Mar 2015 - Present

• Business Development Manager

  • Sep 2008 - Present

  To represent OnePath suite of platform offerings to the Independent Financial adviser channels.

• Senior Business Development Manager Pensions/Investments

  • Feb 2013 - Feb 2015

  To be the senior sales representative in the relevant region for OnePath Pensions and Investments. The primary component of this role is to promote and sell OnePath products to the advisers and act as the key contact point in the region on behalf of Pensions and Investments. Accountabilities:Relationship Management• Maintain a professional service to advisers, build on existing relationships and develop others to manage and assist with the planning and marketing of OnePath's products• Identify opportunities for increased business across the range of OnePath's groups of products• Provide and update comparative information on competition products to internal and external clients• Maintain and encourage open and beneficial relationships internally within OnePath - Product BUs, Customer Solutions, Corporate Strategy & MarketingNew Business Generation• Develop Advisers value to OnePath by assisting them to improve/increase the income that they generate from their client base by offering value add assistance• Participate and contribute as a member of the sales team to formulate sales strategies to attain targets, pursue relationship marketing and cross-selling opportunities that maximise business. Acts within authority guidelines, industry code of practice and relevant legislation• To identify new opportunities with advisers and groups that have not used OnePath products before and target new groups for opportunities.Product Related Service• Accurately and effectively advise internal and external clients of the product available within OnePath by conducting product workshops, seminar and technical updates ensuring the effective delivery and understanding of all OnePath's products• Increase the awareness of OnePath products and its superior performance, so that Adviser has every confidence in OnePath when they present to their clients.• Keep Advisers updated on technical issues in order for them to develop marketing



Aviva Australia

• Business development manager

  • May 2006 - Aug 2008

  • Grow profitability by attaining sales targets and retention of existing business through the management and development of a select group of financial planners across numerous dealer groups across three product lines, insurance, investment platform and business superannuation, including capital protected funds budget exclusive to Navigator through Deutsche Bank • Grow profitability by attaining sales targets and retention of existing business through the management and development of a select group of financial planners across numerous dealer groups across three product lines, insurance, investment platform and business superannuation, including capital protected funds budget exclusive to Navigator through Deutsche Bank



MLC

• Business Development

  • Sep 2000 - Apr 2006

  • This position is a pro-active, new business, sales assignment with IFA’s Across the product lines of platform, risk, debt, Investment trust Call prospects, inactive accounts and customers to determine service and product needs.• To establish or re-establish the customer relationship by calling active as well as in-active accounts with very clear call objectives.

• Business Development

  • Sep 2000 - Apr 2006