Summary
Overview
Work History
Education
Skills
Timeline
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Marc Eugene Ellis

Summary

A top-performing sales professional in New Business Development offering expertise in quality lead generation resulting in high sales conversion rates. Providing exemplary customer service at all times as the foundation for 15 years experience in Financial Services and another 12 years experience in the SME sector.

Overview

27
27
years of professional experience

Work History

Work Sabbatical

Work Sabbatical
10.2024 - Current
  • I chose to take an indefinite work sabbatical to assist in looking after my elderly parents with my father in particular having a medical history that includes heart attacks, emphysema and blood clotting.
  • In October 2023, Mum and Dad both contracted Covid-19 and due to their declining health required full time live in care from October 2024.
  • In being able to provide my parents with the full time care requirements over the past year in their home environment I have had the opportunity to understand the difficulties that our Senior Citizens face on a "normal" daily basis when facing the rigours of ageing and illness.


Inbound Business Sales Consultant

Employsure
12.2020 - 10.2024
  • Provided general advice to SME Business owners regarding rights and responsibilities in relation to Fair Work Legislation and issues at hand
  • Solution based phone sales with successful conversion of 68% of calls taken resulting in appointment made and sat by territorial Business Development Manager.
  • Commissions paid on business subscribing to Employsure's specialist advice line and employment relation packages with Quarterly bonus and Stretch Bonus target achieved for all four quarters.
  • Sound understanding of Human Resource and Industrial Relations principles

Outbound Business Sales Consultant

Employsure
02.2018 - 12.2020
  • Consistently made 100 calls daily to reintroduce services to warm leads provided
  • Worked with business owners to understand needs and provide excellent service
  • Achieved "Top 10 Sales Consultant" from 90+ national sales employee levels
  • Top 5 Sales Consultant based on quarterly commission totals
  • Paired with High Performing BDMs when allocating booked appointments

Sales Manager

Carnegie Morgan Hill Financial Services
02.2012 - 10.2017
  • Implemented processes and structures for recruitment, training and performance management of New Business Financial Planner Sales roles at CMH
  • Specialist in scripting with 2 appointments booked from every 20 calls made
  • Phone-based lead qualification process achieving 75% close rate of resulting face to face appointments booked.
  • Hired and trained 40 sales representatives over 5 year period
  • Developed and implemented comprehensive training programme for new sales associates
  • Responsible for setting and managing New Business Sales team targets and bonus structure
  • Exceeded annual personal sales target by 25% each year during Sales Manager tenure.
  • Proud to be listed in BRW Fast 100 company of the year 2012

Financial Planner - New Business Development

Carnegie Morgan Hill (CMH Financial Services)
06.2008 - 02.2012
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
  • Managed all New Business clients through Implementation pipeline (3 month average)
  • Source and implement new business sales for CMH Financial Services through contact of purchased lead lists – warm lead channels
  • Achieved close rate of 4.5 out of every 10 leads contacted
  • Personal sales revenues exceeding $1,400,000 of New Business each year

Director of Start up Venture

Ellis and Ellis Promotional Personnel
01.2002 - 01.2007
  • Sole Director and Owner of start up business venture with 40 employees / sub-contractors engaged to provide product/service promotions.
  • Client list included Vodka Cruisers, Vodafone, Telstra and large number of Sydney's hospitality/bar and niteclub venue
  • In 2002 , business concept became reality with minimal start-up costs required. In 2007, Ellis and Ellis Promotional Personnel and its book of business was valued at $1,200,000 and changed ownership through private sale.

Graduate Programme Placement

Royal And Sun Alliance - Life Assurance Division
01.1998 - 01.2001
  • 18 month rotational programme with 9 graduate positions on offer to over 2000 initial graduate applicants. Fast Track Management Programme with exposure to all departments and management team of Royal and Sun Alliance Life Assurance Division.

Education

Bachelor of Business - Banking/Finance And Marketing Majors

University of Technology
Sydney, NSW
09.1998

Diploma of Financial Services -

Tribeca
Sydney, NSW
2007

Higher School Certificate -

Oakhill College
Castle Hill, NSW
10.1993

Skills

  • Passion for excellent customer service
  • Strong interpersonal and collaboration skills
  • Advocate of dynamic Business to Client Relationship with Client Needs at all times being paramount
  • Revenue and profit maximization through idea generation and execution
  • Strong communication skills
  • Excellent phone based sales skills
  • Strong pipeline and CRM skills to maximise use of all lead sources including referral leads

Timeline

Work Sabbatical

Work Sabbatical
10.2024 - Current

Inbound Business Sales Consultant

Employsure
12.2020 - 10.2024

Outbound Business Sales Consultant

Employsure
02.2018 - 12.2020

Sales Manager

Carnegie Morgan Hill Financial Services
02.2012 - 10.2017

Financial Planner - New Business Development

Carnegie Morgan Hill (CMH Financial Services)
06.2008 - 02.2012

Director of Start up Venture

Ellis and Ellis Promotional Personnel
01.2002 - 01.2007

Graduate Programme Placement

Royal And Sun Alliance - Life Assurance Division
01.1998 - 01.2001

Bachelor of Business - Banking/Finance And Marketing Majors

University of Technology

Diploma of Financial Services -

Tribeca

Higher School Certificate -

Oakhill College

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Marc Eugene Ellis