Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jade Coote

Upper Coomera

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Director/ Senior Finance and Insurance Broker

FLOW Financial Services
07.2022 - Current
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance at all times.
  • Mentored junior brokers, imparting valuable knowledge and skills to improve overall team performance.
  • Collaborated with colleagues to develop innovative marketing strategies, generating new leads and expanding the client base.
  • Attended networking events to establish industry connections and promote brand awareness.
  • Kept abreast of changes in lending policies by routinely attending workshops, seminars, and webinars related to finance brokerage.
  • Applied expert negotiation tactics when liaising between clients and lenders to achieve mutually beneficial outcomes.
  • Delivered consistent results in meeting or exceeding sales targets month after month.
  • Assisted in developing training materials used to educate new hires on best practices in finance brokering.

Senior Finance and Insurance Broker

Broli Finance Pty Ltd
10.2018 - 06.2022
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
  • Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques to team members.
  • Mentored entry-level brokers and existing.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Calculated quotes and educated potential clients on finance and insurance options.
  • Developed and maintained courteous and effective working relationships.
  • Identified issues, analyzed information and provided solutions to problems.
  • Exceeded goals through effective task prioritization and great work ethic.

Senior Finance and Insurance Broker

360 Finance Pty Ltd
09.2015 - 10.2018
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Calculated quotes and educated potential clients on insurance and finance options.
  • Leveraged knowledge of company insurance and finance products and services to advise customers on appropriate choices.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
  • Met with prospective customers and business owners in homes, businesses and other settings.
  • Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques to team members.
  • Managed new employees and existing helping with key knowledge requirements.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Worked flexible hours; night, weekend, and holiday shifts.

Customer Service Representative

Target Australia Pty Ltd
05.2011 - 09.2015
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer requests for products, services and company information.
  • Provided primary customer support to internal and external customers.
  • Recommended products to customers, thoroughly explaining details.
  • Assisted customers with setting appointments, special order requests, and arranging merchandise pick-up.
  • Collected customer feedback and made process changes to exceed customer satisfaction goals.
  • Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
  • Provided information regarding charge accounts and loyalty programs.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Delivered prompt service to prioritize customer needs.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
  • Maintained up-to-date knowledge of product and service changes.

Education

Double Degree Bachelors - International Business Management

Griffith University
Gold Coast, QLD
07.2016

High School Diploma -

Emmanuel College
Carrara, QLD
11.2010

Skills

  • Team Management/Building
  • Commercial/consumer Lending
  • Negotiation and Closing
  • Settlement Documents
  • Customer Relationships
  • Customer Proposals
  • Administrative Support
  • Lender Collaboration
  • Data Gathering
  • Service Sales
  • Regulatory Requirements
  • Time Management

Certification

Tier 2 in Insurance

Certificate IV in Finance and Mortgage Brokering

Timeline

Director/ Senior Finance and Insurance Broker

FLOW Financial Services
07.2022 - Current

Senior Finance and Insurance Broker

Broli Finance Pty Ltd
10.2018 - 06.2022

Senior Finance and Insurance Broker

360 Finance Pty Ltd
09.2015 - 10.2018

Customer Service Representative

Target Australia Pty Ltd
05.2011 - 09.2015

Double Degree Bachelors - International Business Management

Griffith University

High School Diploma -

Emmanuel College

Similar Profiles

CREATE PROFILE
Jade Coote