Summary
Overview
Work History
Education
Skills
Timeline
Generic

Greg Tarplett

Seventeen Mile Rocks

Summary

Energetic Sales Representative offering demonstrated success identifying prospects and converting leads into customers. Superior communication skills, understanding of client needs and sales closing rates. Recognized for creativity and resourcefulness in meeting and exceeding sales, revenue and profit goals. Seasoned Sales Representative with exceptional success in business-to-business and business-to-consumer sales within multiple industries. Proven track record in exceeding sales goals, growing business and expanding territories. Accomplished in overseeing day-to-day business operations and fostering relationships with customers and clients for sustained business growth.

Overview

23
23
years of professional experience

Work History

Mortgage Broker - Director

Grand Capital Finance Group
04.2001 - Current
  • Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual financial needs.
  • Streamlined the loan application process for faster approvals and increased customer retention.
  • Collaborated with lenders to secure competitive interest rates and terms, resulting in more affordable home financing options.
  • Maintained a strong network of industry professionals, fostering valuable partnerships that benefited clients and business growth.
  • Stayed up-to-date on current market trends and regulatory changes, ensuring accurate advice and guidance for clients navigating the mortgage landscape.
  • Conducted comprehensive financial assessments to determine borrower eligibility for various loan programs, optimizing client outcomes.

Financial Advisor

Grand Capital Wealth
05.2010 - 03.2019
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Education

Diploma in Financial Services - Mortgage Broking

Mentor Education Group
Brisbane, QLD

Diploma in Financial Services -Financial Planning

Mentor Education Group
Brisbane, QLD
10.2010

Skills

  • Client Engagement and Assistance
  • Assessing Loan Qualification
  • Customer Interaction
  • Processing Loan Applications
  • Negotiation Tactics
  • Coaching and Mentoring
  • Customer Proposals
  • Client Interviews
  • Remote Video Conferencing
  • Financial Service Solutions
  • Creative Solutions
  • Sales Development

Timeline

Financial Advisor

Grand Capital Wealth
05.2010 - 03.2019

Mortgage Broker - Director

Grand Capital Finance Group
04.2001 - Current

Diploma in Financial Services - Mortgage Broking

Mentor Education Group

Diploma in Financial Services -Financial Planning

Mentor Education Group
Greg Tarplett