Daniel McLean
Bentleigh
Summary
Sales/Customer Service Professional. As a Sales and Customer Service Professional with over 8 years’ experience, I would like to use my acquired skills and abilities in your organisation.
My core competencies include: Award-winning sales professional with a proven ability to exceed sales targets. Excellent customer service skills, capable of driving repeat business through positive interactions. Highly skilled in product sales and the assessment of a clients’ needs therefore giving client satisfaction.
Self-motivated with experience in both technical and non-technical, fast-paced team environments. Persuasive communicator, skilled at relationship building and selling. Able to contribute as an individual and as a collaborative team member.
Overview
18
18
years of professional experience
Work History
Acquisitions Manager
Mayfair Advocacy
01.2022 - Current
- Take requests in a B2B setting from accountants/financial advisors for property and communicate with developers to produce matching products.
- Researching key growth areas in the real estate market.
- Tailor investment strategies to individual clients based on risk profile, borrowing capacity, goals and preferences.
- Developed and retained productive business reltionships.
- Troubleshooted new areas of business and developed improvement plans.
- Viewed new projects and gave thorough reporting of findings.
- Used own initiative to develop new contacts and services in the industry to add value to company.
Strategist
INVESTCO STRATEGIES
06.2013 - 07.2020
- Schedule appointments for key Financial Strategy Clients to discuss detailed assets and liabilities collections
- Handle a wide range of administrative and office duties including filing, typing, copying, binding and scanning
- Perform close due diligence on Towns, Cities and Regions for maximum capital growth potential
- Set up and maintain Customer Relationship Management systems to deliver the best possible service to clients
- Maintain detailed records of daily activities through online customer database.
Telesales, Outbound/Inbound
VERTEX
04.2010 - 04.2011
- Performed up to 8 hours/day of outbound calls, discuss how customer needs could be met through specific products and services
- Won "Outstanding Sales" Award for top monthly sales performance
- Quoted and negotiated prices, terms of sales, credit terms and service agreements to maximize benefit for all involved parties
- Wrote detailed sales contracts for orders obtained and submitted orders for processing
- Matched correct products to customer needs, product specifications and applicable regulations
- Maintained up-to-date knowledge of current sales and promotions, security practices and policies regarding payment and exchanges.
Cashier/Kitchenhand
RED ROOSTER
06.2006 - 03.2010
- Delivered a high standards of customer service during high-volume, fast-paced operations
- Communicated clearly and positively with co-workers and management at all times
- Took orders and handled currency and credit transactions using a point-of-service (POS) computer system
- Adhered to all relevant procedures for safe food preparation, assembly, and presentation
- Assisted management with inventory control and stock ordering whenever necessary
- Built loyal clientele through friendly interactions and consistent appreciation
- Resolved complaints promptly and professionally
- Took initiative to find extra tasks when scheduled duties were completed.
Education
Certificate IV in Property Services -
The NSW Real Estate College
Sydney, NSW07.2013
Diploma of Financial Services - Financial Planning
TMA
03.2012
High School Diploma -
Year 12
11.2008
Skills
- Information Updates
- Operational Efficiency
- Effective Communication
- Staff Training
- Customer Care
- Investment Properties
- Providing Feedback
- Developing Referrals
- Outbound Calls
- Administrative Duties
- Professional Relationships
- High Net Worth Individuals Marketing
Timeline
Acquisitions Manager
Mayfair Advocacy
01.2022 - Current
Strategist
INVESTCO STRATEGIES
06.2013 - 07.2020
Telesales, Outbound/Inbound
VERTEX
04.2010 - 04.2011
Cashier/Kitchenhand
RED ROOSTER
06.2006 - 03.2010
Certificate IV in Property Services -
The NSW Real Estate College
Diploma of Financial Services - Financial Planning
TMA
High School Diploma -
Year 12
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