Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Liam Harris

32 Seaville Ave, Scarborough,QLD

Summary

I am an ambitious finance and insurance sales professional with a proven proficiency in exceeding targets and delivering client-focused, tailored solutions to identified customer problems. I am a resilient, positive, and proactive worker, which has allowed me to build strong relationships with clients, peers, and management in sales roles across various industries.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Insurance Broker

Compare Club
Brisbane City, QLD
01.2023 - 07.2025
  • Evaluated and compared policies from various health insurers to provide clients with a tailored solution based on a conducted needs analysis.
  • The ability to comprehensively explain and pitch why an insurer's product is suitable for the client by reiterating the main features and benefits related to their personal situation.
  • Guided clients through clear comparisons of product coverage levels, benefits, exclusions, and premium structures, while supporting informed decision-making.
  • Ensured high-quality customer assistance through both inbound and outbound calls, addressing client needs regarding health insurance queries, policies, and coverage choices.
  • Maintained up-to-date knowledge of health insurance products, legislation, and regulatory requirements to provide accurate and compliant advice.
  • Built and maintained strong client relationships, resulting in high levels of customer satisfaction, and repeat business.
  • Identified opportunities for cross-selling additional products or services.
  • Demonstrated resilience and adaptability in a high-volume call environment, handling objections and complex queries with professionalism, which resulted in consistently achieving daily, weekly, and monthly KPI targets.
  • Achieved the highest form of achievement within the industry by writing over a million dollars in insurance premiums during the peak month of the calendar year by working strenuous, long hours of high-level selling.

Senior Finance Broker/Team Leader

Fido Finance
Woolloongabba, QLD
09.2020 - 01.2023
  • Delivered tailored asset finance solutions for clients across vehicles, equipment, and commercial lending, tailoring loan structures to individual and business needs, or goals.
  • Conducted an in-depth analysis of financial lenders, interest rates, and product offerings, presenting clients with the most suitable finance options.
  • Built and maintained strong relationships with a wide panel of lenders and BDMs, negotiating competitive loan rates, and improving client outcomes.
  • Successfully managed both a pipeline of new and previous clients, consistently meeting and exceeding settlement and revenue targets.
  • Ensured strict compliance with credit, legal, and regulatory requirements by maintaining accurate and compliant client files.
  • Provided leadership and mentorship to a team of brokers by providing coaching, training, and performance feedback to improve their results.
  • Recognized for demonstrating resilience in a fast-paced, target-driven environment while balancing personal performance with leadership responsibilities.

Sales Representative

Imagine Cruising
Milton, QLD
10.2018 - 09.2020
  • Inbound sales representatives are under strict conversion KPI targets.
  • Exceeding monthly targets based on high performance and productivity.
  • Recognized for an outstanding, customer-based sales approach, converting general inquiries into high-value travel bookings.
  • Proficient in selling customized holiday packages tailored to client preferences, budgets, and travel goals.
  • Adapted to a new role late in my employment as an outbound sales representative for a mitigation team, which kept the business operational during the COVID-19 period.

Sales Representative

TSA Group
Brisbane City, QLD
08.2016 - 09.2018
  • Consistently exceeded sales targets and productivity benchmarks, and was recognized for high conversion rates and results at an early age.
  • Skilled in delivering sales conversations, tailoring solutions to customer needs across consumer and business products, with Telstra.
  • Experienced in leading, coaching, and mentoring high-performing sales teams across inbound and outbound environments.
  • Delivered results across inbound sales, outbound consumer sales, and outbound business sales adapting strategies to each method of customer contact.

Education

High School Diploma -

Southern Cross Catholic College
Scarborough, QLD
01-2015

Skills

  • High-performing sales performer across finance, insurance, and other various client-servicing industries
  • Expert in product and service selling, tailoring financial and insurance solutions based on discovered client needs
  • Maintaining strong client relationship management, with proven retention and referral success across each industry
  • Skilled in negotiation, logical problem-solving, and complex deal structuring resulting in the closing of a deal
  • Experienced in team leadership, mentoring, and coaching sales professionals
  • Proficient in CRM systems, sales tracking, and compliance procedures
  • Consistently exceeds sales targets and KPIs in high-volume, target-driven environments in every role that I have undertaken
  • Ambitious and always seeking to develop my personal skills through experience for future opportunities

Certification

  • Certificate IV in Finance and Mortgage Broking
  • Certificate III in Customer Contact

References

  • Tyson Hodge / 0450 773 756 - Team Leader / Compare Club
  • Trenton Pitt / 0427 990 749 - Director / Fido Finance

Timeline

Insurance Broker

Compare Club
01.2023 - 07.2025

Senior Finance Broker/Team Leader

Fido Finance
09.2020 - 01.2023

Sales Representative

Imagine Cruising
10.2018 - 09.2020

Sales Representative

TSA Group
08.2016 - 09.2018

High School Diploma -

Southern Cross Catholic College

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