Experienced Regional Sales Manager with expertise in strategic planning fostered over 9 years in finance industry. Proficient in counseling and coordinating sales teams to promote success and productivity.
Overview
12
12
years of professional experience
Work History
Regional Sales Manager – BOQ Group
BOQ Finance – Insurance Premium Funding
07.2021 - 04.2024
Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
Engage key stakeholders, both internal and external, providing support, growth and to achieve set outcomes
Manage and grow the portfolio in an effective and profitable manner whilst working to projected targets
Travel and attend functions and market days as required
Proactively work on additional projects and agreements within the business
Business Development Manager
BOQ Finance – Insurance Premium Funding
07.2017 - 07.2021
Reached out to potential customers via telephone, email, and in-person inquiries.
Negotiated and closed long-term agreements with new clients in assigned territory.
Established relationships with key decision-makers within customer's organization to promote growth and retention.
Generated new business with marketing initiatives and strategic plans.
Monitored market trends and competitor activities to identify areas of potential opportunity.
Inside Sales Representative
BOQ Finance – Insurance Premium Funding
01.2017 - 07.2017
Answered customers' questions regarding products, prices, and availability.
Managed friendly and professional customer interactions.
Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
Determined needs, delivered solutions, and overcame objections through consultative selling skills.
Prepared and submitted reports to keep management informed of sales activities and progress.
Monitored industry news and trends to stay up-to-date on competitive landscape.
Attended meeting and sales events to learn latest developments and brainstorm new sales strategies.
Executive Assistant/ASIC Coordinator
MORE Superannuation
05.2014 - 12.2015
Coordinated and processed all documentation with Australian Securities and Investments Commission (ASIC)
Completed and Lodged SMSF tax returns, Activity Statements, as well as working closely with the Australian Taxation Office (ATO)
Establishing SMSF’s and Companies, including follow up with the ATO & ASIC
Client services and handling the organizing of new business contacts
Established banking access for our clients
Coordinated invoicing and audit reports for AXiA Super Audits
Full Administrative duties.
Adviser Assistant to Principles
Westwood Group
07.2012 - 05.2014
Organized 3 Principles calendars, meetings and general tasks (including travel)
Collation of data for Tax Return and Financial statements
Corresponded with Government Departments and Other Third Parties
Client Invoicing, Debt Collection and MYOB entry (including commission statements)
Client Services
Handled all aspects of Office Management as well as Full Administrative duties.
Education
Bachelor of Business - Business Management
Swinburne University of Technology
Melbourne, VIC
04.2025
Diploma of Law and Justice Administration -
College of Law And Justice Administration
Gold Coast, QLD
01.2013
Skills
Sales Leadership
Market Share Growth
Performance Evaluations
Channel Partnerships
Upselling and Cross Selling
Customer Service
Project Management
Trend Analysis
Database Management
Staff Coordination
Effective Multitasking
References
Available on request.
Timeline
Regional Sales Manager – BOQ Group
BOQ Finance – Insurance Premium Funding
07.2021 - 04.2024
Business Development Manager
BOQ Finance – Insurance Premium Funding
07.2017 - 07.2021
Inside Sales Representative
BOQ Finance – Insurance Premium Funding
01.2017 - 07.2017
Executive Assistant/ASIC Coordinator
MORE Superannuation
05.2014 - 12.2015
Adviser Assistant to Principles
Westwood Group
07.2012 - 05.2014
Bachelor of Business - Business Management
Swinburne University of Technology
Diploma of Law and Justice Administration -
College of Law And Justice Administration
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