Experience

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  ASB Bank

  • Wellington, Wellington Region, New Zealand

  • Senior Insurance Manager

    • Apr 2021 - Present
    • Wellington, Wellington Region, New Zealand

    Providing Financial Advice to ASB Business, Commercial and Rural Customers.

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  Cigna New Zealand

  • Wellington & Wairarapa, New Zealand

  • Insurance Adviser

    • Dec 2018 - Apr 2021
    • Wellington & Wairarapa, New Zealand

    To manage, grow and retain the Insurance business within a region. Responsible for driving ANZ regional relationships and ensure I can provide the Insurance solutions to ANZ BB/ Retail/Commercial Customers.The role is accountable for partnering with all regional stakeholders to have the appropriate industry, product and processing understanding and knowledge to effectively provide excellent service to their customers.

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  ANZ

  • Australia
  • Banking
  • 700 & Above Employee

  • Wealth Specialist

    • Nov 2015 - Dec 2018

    To manage, grow and retain the Wealth business within a region. Responsible for driving regional relationships and ensure regional targets are exceeded with each business unit – BB/ Retail. The role is accountable for partnering with all regional stakeholders to have the appropriate industry, product and processing understanding and knowledge to effectively sell or refer to the right people.Responsible to liaise with each business unit to achieve sales productivity for the following product lines:◦FUM for KiwiSaver preferred provider book ◦Membership number for KiwiSaver Preferred Provider◦API for Life Insurance book◦GWP for F&G Insurance book Achieved no. 1 Wealth Specialist in the country for FY16Outperformance ratings for both FY16 & FY17

  • Personal and Business Banker

    • Apr 2014 - Oct 2015

    To achieve sales and quality targets, predominately Home Lending, small business lending. Delivering exceptional customer experiences, exploring needs, recommending total financial solutions and closing sales. Achieved "Rookie of the Year Award", "Sales & Service Star Award" for Q1, Q2, Q3, Q4 and Annual STAR Award. Maintained No. 1 position across the country in Specialist Banking Services for the whole year.Achieved 281% of my targets in FY15.

  • Personal Banker

    • Aug 2013 - Mar 2014

    Delivering the desired customer experience by adopting a positive relationship-based, customer centric approach that demonstrates passion for identifying and prioritising the complete financial needs of customers. This includes educating customers on easy ways to bank, providing a full range of professional sales expertise and advice to help customers to meet their financial needs and goals.Achieved No 1. Personal Banker across the country on Personal Banking Services board with 280% of targets.Also, Insurance Champion for the whole Wellington Site with providing coaching and training for other teams on how to achieve and meeting customer financial and protection needs.Awarded with Gold Medal for Insurance and Most Valued Player Award.

  • Service Consultant

    • Oct 2011 - Jul 2013

    Providing frontline service to our Australian customers over the phone.Insurance "Champ" for the site delivering outperformance in Insurance referrals and coaching staff in Protect space. Record holder of best AHT(Average handling time) and less Call transfer rate in terms of customer experience proving efficient with excellent quality results.

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  Multi Retail Limited

  • Wellington Region, New Zealand

  • Director

    • Oct 2011 - Apr 2016
    • Wellington Region, New Zealand

    - 2 Convenience Stores in Wellington Central City- 7 day 7am to 12am OperationsMy Responsibilities:- Ensuring stores are managed and run well by staff- Negotiating Supplier Agreements- Lease arrangements/Agreements- Business Development

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  Retail Food Group

  • Wellington & Wairarapa, New Zealand

  • Retail and Sales Manager

    • May 2010 - Oct 2011
    • Wellington & Wairarapa, New Zealand

    Managing around 8 frontline staff and responsible for overall operations, sales and retail management of Brumby's Franchisee site.