GLEN FERGUSON
Nambour,QLD
Summary
Commercially focused Sales and Client Service Professional experienced in delivering strategic consulting services across financial services, property, disability support, racing operations, and luxury travel. Achieved measurable results through consultative selling, client engagement, and relationship-driven approaches. Focused on enhancing client business operations and fostering team collaboration to ensure project success.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Senior Discovery Consultant
PWF Wealth Advisory
03.2026 - 07.2026
- Conducted structured discovery calls with warm, pre-qualified prospects for property investment wealth advisory firm, converting interest into client engagement and creating handover documentation for strategists.
- Conducted discovery calls with warm leads using a structured, rapport-based consultative approach (Dale Carnegie principles) to understand client goals and enrol them into the firm's property investment strategy process
- Converted 9 discovery meetings in the first week of engagement, demonstrating strong conversion performance from initial rollout
- Ran discovery calls with 30+ prospective client households over four months, producing detailed handover briefs for strategist colleagues with consistent documentation standards
- Operated autonomously as a commission-only consultant, managing the full discovery-to-handover process independently
- (Property Wealth Finance)
Business Development & Account Manager
The Resort Club
Maroochydore, QLD
03.2025 - 01.2026
- Presented and sold premium domestic and international travel packages using relationship-led sales, targeted outreach and sector-specific marketing strategies.
- Converted cold outreach into sales by engaging business owners, entrepreneurs, and wealthy retirees from a legacy database, applying consultative selling to transform aged leads into paying clients
- Authored B2B market expansion proposal covering Health & Wellness, Government/Public Sector, Transport, Corporate/Financial Services, and Luxury Over-55 Communities, adopted by leadership as strategic sales direction
- Headhunted directly into a Senior Discovery Consultant role at PWF Wealth Advisory following demonstrated sales performance and strategic contribution
Disability Support Worker
Whanau Support Services
01.2024 - 01.2025
- Delivered personal care support, including bathing, dressing, grooming, and daily routine assistance, adhering to individual care plans and ensuring effective medication administration and wellbeing monitoring
- Facilitated client social participation and access to community resources by coordinating appointments, transport, budgeting support, and collaborating with families and allied health providers
- Assisted individuals with daily living activities, promoting independence and enhancing quality of life.
- Developed personalized support plans in collaboration with clients and their families to meet unique needs.
- Facilitated communication between clients and external services to ensure access to necessary resources.
Stable Hand
Melissa Taylor Racing
01.2022 - 01.2024
- Performed hands-on animal care and stable operations, including feeding, turnout, and medication routines while demonstrating reliability, attention to detail, and safety awareness.
Relationship Consultant
Bank of Queensland
01.2022 - 01.2022
- Generated approximately $4 million in new investment inflows and $1.5 million in residential loan referrals over six months through proactive client consultation and tailored investment solutions
- Retained term deposit customers through targeted renewal conversations and efficiently processed high-volume counter transactions during peak trading periods
- Analyzed customer feedback to refine product offerings and increase client satisfaction.
Sales and Marketing Representative
Ray White Real Estate
01.2021 - 01.2021
- Established referral-based client relationships and developed marketing strategies in a competitive property market, partnering with business owners to achieve sales targets. Collaborated with business owners and internal teams to align efforts with sales targets and advance business development goals.
- Developed and implemented targeted marketing campaigns to increase property visibility.
- Analyzed market trends and competitor activities to inform strategic decision-making and sales tactics.
Senior Consultant
UCAN / Property on Demand
01.2013 - 01.2019
Business Manager
Bella's Country House Victoria
01.2013 - 01.2013
- Developed comprehensive financial plans tailored to client needs and goals.
- Analyzed investment portfolios to optimize asset allocation strategies.
- Facilitated client meetings to assess financial objectives and progress.
- Mentored junior consultants on best practices in wealth management.
Education
Certificate III - Independent Disability Support
Murgon State High School
Murgon, QLDCertificate IV - Property Services (Real Estate)
Murgon01-2019
Skills
- Relationship building
- Consultative sales
- Confidentiality management
- Adaptability
- Client engagement
- Record keeping
- Work ethic
Certification
Mortgage Broker's Certificate (2018), CPR Certificate, Commissioner of Declaration, JP Financial Industry Accreditations, 1994–2010 (ANZ/ESANDA, Westpac, Commonwealth Bank, St. George Bank), Million-Dollar Club, 2000–2010, Jeremy Miner Training Academy, 2016, Landmark Worldwide Professional Development, 2012
Timeline
Senior Discovery Consultant
PWF Wealth Advisory
03.2026 - 07.2026
Business Development & Account Manager
The Resort Club
03.2025 - 01.2026
Disability Support Worker
Whanau Support Services
01.2024 - 01.2025
Stable Hand
Melissa Taylor Racing
01.2022 - 01.2024
Relationship Consultant
Bank of Queensland
01.2022 - 01.2022
Sales and Marketing Representative
Ray White Real Estate
01.2021 - 01.2021
Senior Consultant
UCAN / Property on Demand
01.2013 - 01.2019
Business Manager
Bella's Country House Victoria
01.2013 - 01.2013
Certificate IV - Property Services (Real Estate)
Certificate III - Independent Disability Support
Murgon State High School