Summary
Overview
Work History
Education
Skills
References
Timeline
Generic
Ashlee Travers

Ashlee Travers

Gold Coast,QLD

Summary

Qualified Real Estate Agent with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges. Demonstrated history of customer service excellence and applies a collaborative approach to the workplace and thrives in a team-oriented environment. Enthusiastic, high energy individual, eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of technology and motivated to learn, grow and excel in assistive programs.

Overview

11
11
years of professional experience

Work History

Wealth Specialist

National Wealth Advisory
01.2023 - Current
  • Maintained energy and enthusiasm in fast-paced environment.
  • Answered inbound telephone calls from interested customers to persuasively discuss offerings.
  • Overcame objections using friendly, persuasive strategies.
  • Recorded contact information of customers and potential customers in internal database.
  • Delivered scripted sales talks to customers reached via manual and automatic dialing systems.
  • Displayed excellent sales skills and understanding of how to leverage abilities to exceed quotas.
  • Answered questions about company offerings with knowledgeable responses about products and services.
  • Trained and mentored new telemarketers on best practices, communication strategies and performance standards.
  • Set up appointments with interested customers according to schedule availability.
  • Made average of 100 outbound calls per day.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Real Estate Agent

Amber Werchon Property, Dowling Neylan Real Estate
11.2020 - 01.2023
  • Database input and management.
  • Creation of paperwork (valuations, contracts, emails) with quick turnaround.
  • Nurture client relationships and help them navigate the property market.
  • Prospecting for new business.
  • Attend weekly sales meetings.
  • Assist senior agents with appointment scheduling.
  • Calendar management for senior agents.
  • Organisation of client events (VIP property viewings- catered events)
  • Organised accommodation for senior agents for annual conferences (AREC)
  • Provide property valuations based on market insights and recent sales.
  • Showing properties via private inspection or open homes.
  • Monitor and prioritize incoming emails and delegate as needed.
  • Property Marketing via social media.
  • Negotiating with buyers and sellers to achieve sales
  • Attended property photoshoots, completed marketing videos and material.
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
  • Communicated with clients to understand property needs and preferences.
  • Negotiated, facilitated and managed real estate transactions.
  • Developed and maintained relationships with clients through networking, postcards and cold calling.
  • Advertised client properties through websites, social media and real estate guides.
  • Liaised between buyers and sellers to provide positive experiences for both parties.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Reviewed market research data and changed sales plans accordingly.
  • Assisted buyers with finding ideal homes by assessing needs, requirements and budgets.
  • Advised and informed prospective clients on current market activities and conditions.
  • Wrote contracts to outline sales and purchases of properties.
  • Prepared homes for client arrivals during open house events and established signage and wayfinding aids.
  • Reviewed and executed confidential documents, contracts and disclosures.
  • Developed new business and managed new and existing clients.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Wrote listings detailing and professionally highlighting property features to increase sales chances.
  • Presented purchase offers to sellers for consideration.

Assistant Account Manager

Adroit Insurance & Risk & Bridgewise Insurance
01.2017 - 07.2020
  • Management and service of existing portfolio of clients.
  • Management of Debtors/ outstanding client accounts.
  • Accepted and processed customer payments in cash, credit cards and checks, checking for validity.
  • Completing customer sales enquiries and preparation of quotes.
  • Processing of all transactions.
  • Providing customer service (telephone, email, fax, mail) to clients, prospective clients, Underwriters and associated industry organisations.
  • Maintaining professional relationships with Insurers & Underwriters for the provision of financial services to clients.
  • Providing necessary claims assistance to clients.
  • Accurate file management meeting compliance requirements.
  • Preparation of accurate renewal documentation for clients.
  • Acknowledge customer issues and resolved their problems quickly and efficiently.
  • Assist clients in understanding their available options and helped them select the right service plans for their needs.
  • Collaborated with colleagues to discuss market information and strategies.
  • Conduct market research to learn of current trends and to perform sales activities accordingly.
  • Effectively communicated with other employees and upper management to ensure complete care of customers.
  • Evaluate the customers' needs and provided service options to meet their requirements.
  • Conduct administrative duties, including completing and filing paperwork, directing multi-line phone and setting appointments.
  • Increased sales and client retention through development and implementation of strategic plans.
  • Anticipated clients' needs by staying in touch on regular basis.

Sales Customer Advisor

National Australia Bank
01.2016 - 01.2017
  • Cash Handling and end if day cash balancing processes
  • Customer identification processes
  • Answering Phones and Appointment scheduling
  • Staff management and training
  • Accepted and processed customer payments in cash, credit cards and checks, checking for validity
  • Acknowledged customer issues and resolved their problems quickly and efficiently
  • Assisted clients in understanding their available options and helped them select the right service plans for their needs
  • Contacted existing and new customers to discover their needs and to explain how certain products could be useful to them
  • Effectively communicated with other employees and upper management to ensure complete care of customers
  • Emphasized the specific product features that would stand out to customers, showing them product limitations and capabilities
  • Evaluated the customers' needs and provided service options to meet their requirements
  • Greeted customers and offered them assistance where possible
  • Informed customers about current promotions and sales, encouraging them to take advantage.

Beauty Therapist

Lekeyah Skin Rejuvenation Centre & Many Faces
01.2016 - 01.2017
  • Conducting in salon treatments.
  • Cleaning and general salon maintenance.
  • Answering phones, re-booking and rescheduling client appointments.
  • Reception duties.
  • Processing sales.
  • Analysed client's skincare needs, and provided recommendations based on analysis.
  • Checked in or registered clients on their arrival.
  • Implemented skin care schedule for clients, resulting in better client retention.
  • Maintained sanitation and cleanliness of workstation and tools.
  • Started and maintained client records before and after each visit, incorporating new treatment analysis and styles used and recommended.
  • Handled stocking and cleaning of both therapeutic workspaces and front office.
  • Scheduled customer appointments and rearranged individual time slots to meet demand.
  • Supported reception desk, receiving phone calls, entering appointments and collecting payments for services rendered.
  • Analyzed client needs and came up with individualized and continuous treatment plans.
  • Educated clients on care processes and advised on further care and products.

Retail Assistant

Cotton On
01.2013 - 01.2015
  • Excellent customer service
  • Ordering of stock and equipment
  • Problem solving
  • Cash Handling
  • Banking
  • Opening and closing store
  • Handling customer complaints.

Education

REIQ Full Real Estate License -

Complete Property Training
2020

Corporate Real Estate License -

Complete Property Training
2020

Tier 2 -

General Insurance
2018

Tier 2 -

Banking & Finance
2017

Diploma - Beauty Therapy

Casey College
2015

Certificate of Completion -

Dermalogica Product Training
2015

Shellac Back To Basics (Short Course) -

CND
2015

Student of The Year -

Casey College of Beauty Therapy
2015

Certificate III - Health And Fitness

Central Gippsland Institute of TAFE
Morwell, VIC
2013

Diploma - Sport Administration

Central Gippsland Institute of TAFE
Morwell, VIC
2013

Certificate IV - Outdoor Recreation

Central Gippsland Institute of TAFE
Morwell, VIC
2013

Skills

  • Strong attention to detail
  • Customer acquisition
  • Customer service
  • Detail oriented
  • Documentation and reporting
  • Excellent communication abilities
  • Organisational Skills
  • Problem-solving abilities
  • Client and vendor relations
  • Outstanding people skills
  • Issue resolution
  • Articulate and Persuasive
  • Lead Prospecting
  • Microsoft office suite
  • Contract Preparation
  • Buyer and Seller Representation
  • Call Routing
  • Schedule Management
  • Calendar and Scheduling Software
  • Document Filing and Retrieval
  • Administrative Oversight
  • Multi-Line Phone Proficiency
  • Proper Phone Etiquette
  • Social Media Knowledge
  • Confidentiality and Discretion
  • Teamwork and Collaboration
  • Verbal and Written Communication
  • Ease with Computers and Technology
  • Administrative Support
  • Multitasking and Time Management
  • Computer Skills
  • Reception Assistance
  • Anticipates Needs

References

Jess Ruskin - Amber Werchon Property  - 0407 231 788         

Grant Butler - National Wealth Advisory - 0410 106 013

Timeline

Wealth Specialist

National Wealth Advisory
01.2023 - Current

Real Estate Agent

Amber Werchon Property, Dowling Neylan Real Estate
11.2020 - 01.2023

Assistant Account Manager

Adroit Insurance & Risk & Bridgewise Insurance
01.2017 - 07.2020

Sales Customer Advisor

National Australia Bank
01.2016 - 01.2017

Beauty Therapist

Lekeyah Skin Rejuvenation Centre & Many Faces
01.2016 - 01.2017

Retail Assistant

Cotton On
01.2013 - 01.2015

REIQ Full Real Estate License -

Complete Property Training

Corporate Real Estate License -

Complete Property Training

Tier 2 -

General Insurance

Tier 2 -

Banking & Finance

Diploma - Beauty Therapy

Casey College

Certificate of Completion -

Dermalogica Product Training

Shellac Back To Basics (Short Course) -

CND

Student of The Year -

Casey College of Beauty Therapy

Certificate III - Health And Fitness

Central Gippsland Institute of TAFE

Diploma - Sport Administration

Central Gippsland Institute of TAFE

Certificate IV - Outdoor Recreation

Central Gippsland Institute of TAFE

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Ashlee Travers