JASON QUINLAN
6/1 Ben Eden St.,NSW
Summary
Adaptable and tenacious professional with big-picture understanding of business environments and progressively responsible experience in domestic and overseas people-focused operations. Core competencies include: Customer relations & retention, staff leadership & hiring, marketing and business planning, risk assessment, and financial analysis. Excellent communicator and dependable team player with strong understanding of organizational risk management and valuation. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
World Financial Group
10.2023 - 08.2024
- Building trust-based relationships with individuals and small business owners for the sale of life insurance products that best fit their future goals and financial needs
- Conducted outbound sales calls focused on the value proposition of insurance products for families and workers
- Conducted annual reviews of existing policies with clients, identifying opportunities for adjustments or additional coverage based on changing circumstances.
- Maintained up-to-date knowledge of industry trends and regulatory changes, enabling prompt adaptation to new market conditions.
- Provided ongoing support to existing clients, addressing their concerns and resolving any issues promptly and professionally.
- Developed a comprehensive understanding of various insurance products, ensuring accurate and informed recommendations for clients.
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
UNSW Graduate Student Pre-Service Teacher Practicum
New South Wales Department of Education
05.2022 - 02.2023
- Provided professional support of and collaboration with Head teachers of a classes of 27 students (Kensington 2nd grade) and 28 students (Bondi Beach 4th grade) respectively for planning, observing, and assessing student learning and emotional needs
- Designed and implemented individual lesson plans with thorough preparation of engaging and appropriately challenging material for two school terms of Math, Science, English, History, and Art classes
- Worked with head teacher to implement classroom management strategies supporting positive student behavior
- Provided differentiated instruction for small group and individual student learning for reading comprehension, mathematics, writing, and history projects including with EAL, ADHD, and Autistic students
Financial Advisor
Wells Fargo Advisors
11.2017 - 12.2018
- Active engagement with a portfolio of 180 household clients across 20 US states with +$28 million Assets Under Management, provided consistent and targeted comprehensive financial advice, portfolio management, and financial planning, building trust amongst a diverse client base and improved client fund deposits by $1 million
- Executed administrative operations for book of business daily in compliance with both internal company and Federal SEC regulations
- Engaged with clients through household segmentation and client service practices including daily call rotations and in-person meetings in a congruent manner that delineated services based on household attitude and asset values
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Co-Owner, Director
Legend Fitness
12.2012 - 10.2017
- Company Overview: an upper-market 4500 m2 fitness club with multiple profit-centers
- Oversaw construction of and all aspects of the day-to-day operations for Legend Fitness, including staff hiring and job skills development, member fitness and nutrition program scheduling, business marketing and sales, facilities maintenance, and program development
- Directed a team of 4 department managers and 30 staff with a focus on vision and core values creating a positive brand identity for the gym, instituted quality control and service-based sales campaign resulting in average annual revenue growth of 192% and consistently high customer satisfaction levels and a + 40% membership retention rate
- An upper-market 4500 m2 fitness club with multiple profit-centers
- Onboarded new employees with training and new hire documentation.
- Enhanced operational efficiency by overhauling outdated systems and introducing new technologies.
- Cultivated a high-performance culture by fostering collaboration, innovation, and continuous improvement.
- Expanded market presence through strategic partnerships and alliances, driving increased sales opportunities.
- Mentored employees to improve work performance, promoting professional development and growth within the company.
Vice President, Marketing and Corporate Development
Guizhou China-Australia Property Development Co.
01.2009 - 11.2012
- Drafted and directed marketing department strategic campaign and the day-to-day team operations, while maintaining focus on the company’s strategic goals; performed B2B meetings and communications, analyzing expense and revenue statistics and industry competition to determine business growth potential; participated with other company executives in negotiations with CCP government officials
- Organized placement of high credit-level tenancy for 140,000m2 China West Technology Park (CWTP) by leading a team of 5 marketing staff.
- Worked with executives and architects to adjust building designs to add several business and life service vendors as well as LEED green building features at CWTP leading to LEED Gold building certification which increased both demand and the office space price from ¥2,500 per sqm to between ¥7,500 and ¥9,000 per sqm, resulting in company EBITDA improvement of over ¥700 million.
- Delivered corporate presentations and distribution of marketing information to over two hundred multinational companies, several of which became tenants
- Demonstrated proficient leadership skills to motivate employees and build competent teams
Risk Manager - Corporate Business Solutions at Custom Fleet
General Electric Capital
03.2008 - 12.2008
- Supervised a team of ten risk analysts and an assistant manager in Sydney and three analysts in India, administered due diligence and underwriting of clients with a combined fleet financing book worth AU$1.4 billion
- Improved the department’s productivity by 60% and lowered staffing costs associated with absenteeism through enhancing team communications and cohesion
- Implemented staff training and coordination of AML-CTF Act compliance and KYC standards resulting in a reduction of client financing decision times
- Formerly GE Commercial Finance
Director of Business Development
Guizhou China-Australia Property Development Co.
08.2006 - 12.2007
- Improved business development efforts by defining international client base, identifying and establishing contacts with new business partners: prepared marketing presentations, materials and to support projects, including for clients in Shanghai as well as international corporate clients for recruitment to the company’s High-Tech Office Park development project as well as for a real estate web platform, and daily lead generation via phone and email within the regional business community
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
- Mentored team members to develop their skills, leading to increased productivity and successful promotions within the company.
Senior Associate
Blackrock Retail Property Advisors
08.2005 - 07.2006
- Actively engaged in all aspects of due diligence, marketing, and sales including ARGUS and Excel-based valuation and forecasting modelling for 9 retail property transactions worth over US$140 million across the Southeastern US with average 20% gain on sales-to-listing prices.
- Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
Financial Analyst
Ambulatory Surgical Centers of America (ASCOA)
08.2003 - 08.2005
- Composed advanced MS Excel-based financial analyses and valuation models for new private equity investment opportunities as well as for the preparation of the sale of three operating surgery centers at over US$90 million
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
Education
Bachelor of Liberal Arts - Social Sciences
Harvard University
Cambridge, MA06.2003
Master of Teaching - Primary
University of New South Wales
Sydney, NSW12.2023
Outbound Sales Training Program -
Hilton Grand Vacations
01.2024
Passage Advisory Practice Development Program -
Wells Fargo Advisors
12.2018
Mandarin Language Immersion and CCP Economics Seminars -
Guiyang Normal University
12.2010
Corporate Leadership Development Program -
General Electric ANZ Ignition
12.2008
Risk Assessment and Analysis for Commercial Loans Program -
Omega Business
12.2008
Skills
- Microsoft Office Suite
- CRM
- Insurance product knowledge
- Goal-oriented mindset
- Financial Acumen
- Operations Management
- Business Planning
- Risk Mitigation
- Client Retention
- Financial Analysis Software
- Team Leadership
- Organizational Skills
Professionaltechnicalskills
- MS Excel
- Word
- Microsoft Office Suite
- CRM and Club Management Software
Awardsinterests
Eagle Scout, Boy Scouts of America, 1989, Troop 119 Boston, gym, skiing, cooking
Personal Information
- Residency: Permanent Resident
- Nationality: Australian
Certification
- Licensed Insurance Agent/Broker - California Department of Insurance.
Languages
English
Native or Bilingual
Chinese (Mandarin)
Limited Working
Timeline
Independent Insurance Agent
World Financial Group
10.2023 - 08.2024
UNSW Graduate Student Pre-Service Teacher Practicum
New South Wales Department of Education
05.2022 - 02.2023
Financial Advisor
Wells Fargo Advisors
11.2017 - 12.2018
Co-Owner, Director
Legend Fitness
12.2012 - 10.2017
Vice President, Marketing and Corporate Development
Guizhou China-Australia Property Development Co.
01.2009 - 11.2012
Risk Manager - Corporate Business Solutions at Custom Fleet
General Electric Capital
03.2008 - 12.2008
Director of Business Development
Guizhou China-Australia Property Development Co.
08.2006 - 12.2007
Senior Associate
Blackrock Retail Property Advisors
08.2005 - 07.2006
Financial Analyst
Ambulatory Surgical Centers of America (ASCOA)
08.2003 - 08.2005
Master of Teaching - Primary
University of New South Wales
Outbound Sales Training Program -
Hilton Grand Vacations
Passage Advisory Practice Development Program -
Wells Fargo Advisors
Mandarin Language Immersion and CCP Economics Seminars -
Guiyang Normal University
Corporate Leadership Development Program -
General Electric ANZ Ignition
Risk Assessment and Analysis for Commercial Loans Program -
Omega Business
- Licensed Insurance Agent/Broker - California Department of Insurance.
Bachelor of Liberal Arts - Social Sciences
Harvard University
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