Summary
Overview
Work History
Education
Skills
Timeline
Generic

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, NSW
07.2013

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
Daniel McLean