Results-driven professional skilled in simplifying complex products and concepts for stakeholders, clients, and customers. Demonstrated ability to foster strong relationships with external business partners, enhancing collaboration, and productivity. Passionate about empowering individuals and contributing to their growth, resulting in successful team dynamics. Career goals include leveraging expertise in communication to drive engagement and strategic partnerships.
Overview
16
16
years of professional experience
Work History
Senior Sales Consultant and Sales Coach
Fair Health Care Alliance
Melbourne
12.2023 - Current
Working directly with clients referred by our Dental, Medical, and Financial Network to provide the highest level of customer care and service, assisting customers in finding Health Insurance Policies more suited to their individual needs.
Assisting the Business Development Team with technical inquiries from our Dental, Medical, and Financial Networks.
Step up management of our sales team while our manager was taking leave on multiple occasions, while still performing sales duties.
Reaching out to financial advisors, mortgage brokers, and other financial services to partner with them to refer clients to our services (Partnership Management).
Coaching other team members to improve their capabilities, retention, and overall performance within the team, while maintaining a strong customer focus.
Developing learning materials, courses, quizzes, and maintaining a high level of staff knowledge regarding over a dozen different health funds.
Writing technical documents to ensure staff are properly informed when changes are made to available policies, new policies become available, and special fund offers that change from month to month.
Listening to calls for the team for quality assurance, and delivering training to ensure team members understand the issues raised, and know how to avoid these in the future.
While doing all of the above, I have consistently maintained a conversion (call to close sale) average of 60% to 75% and consistently achieved sales numbers of between $200,000 and $450,000 per month.
Conferred with management to offer feedback on operations and promotions based on customer preferences and purchasing habits.
Managed and retained existing client accounts.
Provided technical advice and support to both customers ab=nd other team members on products and services offered.
Senior Account Executive
Trustpilot
Melbourne
06.2022 - 06.2023
Quickly building relationships with external businesses to bring them onboard as new Trustpilot clients.
Walking business prospects through Trustpilot products and how the benefits are to them as clients.
Cultivate new business outbound leads for myself, while also servicing inbound leads.
Working with a Sales Development Representative, providing lists of prospective clients for them to contact.
Product knowledge expert of Trustpilot's complex SaaS offering.
Extensive knowledge is required of compliance and guidelines to ensure that products are being promoted correctly to the client, and expectations are being met.
Address complaints and concerns as they arise, assisting the Customer Success Team with any retention requirements.
Senior Sales Consultant
Health Insurance Comparison (Compare Club)
Melbourne
12.2017 - 05.2022
Taking responsibility for both inbound and outbound leads in regard to clients looking for a better option with their health insurance.
Maintaining a relationship with customers to build up a referral database, and following up with clients who don't take an offer on the first call.
Cultivate a corporate referral customer base by proactively offering qualified individuals the option to be a part of this program and maintaining that relationship.
Product knowledge across multiple funds is essential to ensure that correct information is being provided.
Extensive knowledge is required of compliance and guidelines to ensure that products are being promoted correctly to the client, and expectations are being met.
Address complaints and concerns as they arise, and retain customers for the new products that we have recommended when funds are trying to win them back.
Developed large base of repeat clientele through various methods, including quick return phone calls and truthful responses to questions.
Identified and explained the major features, functions, and benefits for products that customers were interested in.
Senior Sales Consultant
iSelect Health Insurance Division
Cheltenham
07.2015 - 12.2017
My duties at iSelect were broadly similar to my role at Health Insurance Comparison
Customer Service Representative (Masterkey & Plum Financial Services)
MLC Superannuation
Docklands
04.2012 - 04.2015
Assisted customers with inquiries regarding Plum Superannuation and Insurance products.
Assisted customers with empathy and positivity while keeping business needs and values in mind.
Investigated simple and complex customer inquiries to provide customers with a resolution to their concerns.
Kept accurate and detailed records of all customer interactions.
Maintain up-to-date standards in training, new systems, and processes, and seek out as many opportunities to learn new skills as possible.
Assist with the training of new team members to enable high levels of customer service and team achievement to continue.
Achieve performance targets as negotiated with the Customer Service Leader.
Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
Implemented innovative methods for streamlining the customer service process.
Resolved complex problems by working with other departments to provide solutions that meet customer needs.
ANZ Banking Corporation
Docklands
08.2010 - 01.2012
Westpac Banking Corporation
Joondalup
03.2009 - 08.2010
Education
Coaching for Results, HR Principles
AIHR - Learning And Development
Online
02.2024
BA Interior Architecture -
Curtin University
01.2021
Certificate III - Financial Services
Westpac Staff Training Program
01.2009
Real Estate Representatives Certificate -
RMIT
05.2007
BA Law Degree -
University of SA & University of NSW
01.2004
High School -
Urrbrae Agricultural High School
Netley, SA
01.2001
Certificate III - Animal Handling & Laboratory Techniques
Gillies Plains TAFE
SA
01.2001
Skills
Highly developed social skills
Active listening
Development of training modules
Writing technical documents
Flexibility
Adaptability
Knowledge base development
Database usage
Passionate innovator
Adaptation to new systems
Microsoft Products
Adobe Suite Products
Paperless processes development
Creative hobbies
Surface Pattern Design
Sewing
Creative writing
Singing
Piano playing
Musical Theater
References
Available Upon Request
Employment Overview
Fair Health Care Alliance, Senior Sales Consultant and Sales Coach, 12/01/23, Present
Health Insurance Comparison (Compare Club), Melbourne, VIC, 06/01/23, 12/31/23
Trustpilot, Melbourne, VIC, 06/01/22, 06/30/23
Health Insurance Comparison (Compare Club), Melbourne, VIC, 12/01/17, 04/30/22
ISelect Health Insurance Division, Cheltenham, VIC, 07/01/15, 10/31/17
Highly developed social skills, enabling me to easily build rapport with people from various different cultures, backgrounds and ages.
Highly developed active listening skills. Part of being an excellent communicator is knowing when to be silent.
Working in many different industries has taught me to be quite flexible and adaptable, also offering me the chance to develop a large knowledge base that covers many areas.
I enjoy volunteering in my spare time and am on the board of Melbourne Meeples, a Board Game Enthusiast NFP, am member of the Vision Australia Carols by Candlelight Choir and have run Board Game and Craft afternoons for various organisations, both in SA and VIC since I was 18 years old.
In my personal life I pursue various creative hobbies, such as Surface Pattern Design, sewing and creative writing, which have taught me how to be innovative and think outside the circle. I love to sing and play piano, and have been involved with Musical Theater.
Having used various different databases for the different companies I have worked for, I quickly adapt to new systems both on DOS and GUI platforms.
My skills in using standard programs, such as Microsoft Word, Excel, Publisher, Adobe Photoshop and Lightroom, have been utilised by assisting in developing paperless processes to achieve a more environmentally friendly office environment.
Affiliations
I am an enthusiastic and skilled seamstress, and I enjoy many different types of creative activities
I supplemented my income while studying by making custom wedding dresses, which is still something I do in my spare time for friends and family, as well as teaching community sewing classes from my home.
For three years, I was on the board of Melbourne Meeples, a non-profit organization that runs board game events all across Melbourne. These events are aimed very much at people who are neurodiverse or differently abled, helping to find social connections where they may be struggling.
I also enjoy amature photograhy, painting and have tried my hand at many Bob Ross tutorials, which I find to be very relaxing.
For the last 8 years, I have been a member of the Vision Australia Carols by Candlelight Choir, which I absolutely love. I wish it happened more than once a year.
References
References available upon request.
Timeline
Senior Sales Consultant and Sales Coach
Fair Health Care Alliance
12.2023 - Current
Senior Account Executive
Trustpilot
06.2022 - 06.2023
Senior Sales Consultant
Health Insurance Comparison (Compare Club)
12.2017 - 05.2022
Senior Sales Consultant
iSelect Health Insurance Division
07.2015 - 12.2017
Customer Service Representative (Masterkey & Plum Financial Services)
MLC Superannuation
04.2012 - 04.2015
ANZ Banking Corporation
08.2010 - 01.2012
Westpac Banking Corporation
03.2009 - 08.2010
Coaching for Results, HR Principles
AIHR - Learning And Development
BA Interior Architecture -
Curtin University
Certificate III - Financial Services
Westpac Staff Training Program
Real Estate Representatives Certificate -
RMIT
BA Law Degree -
University of SA & University of NSW
High School -
Urrbrae Agricultural High School
Certificate III - Animal Handling & Laboratory Techniques
Gillies Plains TAFE
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