Summary
Overview
Work History
Education
Skills
Timeline
Generic
Mark Burdon

Mark Burdon

Sales Consultant
Melbourne,Victoria

Summary

Focused Sales Consultant and Trusted Advisor providing exciting product demonstrations and convincing leads to purchase. Detailed and quick-paced and true team player.


Pursuing new sales-driven role where hard work and dedication will be highly valued.


Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.


Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

31
31
years of professional experience

Work History

Sales Consultant

BurdMan Marketing Group
02.2012 - Current
  • Presented Marketing Concepts, Sales Strategies and Financial Service products using interactive materials such as videos, charts and slideshows.
  • Managed over 50 calls per day
  • Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement
  • Cultivated lasting rapport with key industry clients by providing accurate pricing and credit terms to meet customer objectives.
  • Maintained sense of urgency in answering customer questions and requests through email or voice message.
  • Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
  • Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Improved sales by managing sales lifecycle from lead generation through contract negotiations and closings.
  • Maximized customer retention by resolving issues quickly.
  • Applied knowledge of market and full range of innovative and unique products to meet customer needs, expanding company's customer base.
  • Created detailed sales presentations to communicate product features and market data.
  • Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
  • Evaluated customer purchase requirements and recommended best-fit company offerings.

Senior Corporate Financial Planner

Commonwealth Bank Of Australia, CBA
07.2008 - 01.2012
  • Provided Corporate Financial Planning Advice to CBA Business Customers as a Trusted Advisor incorporating trust-based selling
  • Established Buy-Sell Agreements and Risk mitigation strategies via Life Insurance Contracts for Local CBA Business Customers
  • Established Corporate Superannuation Funds for local CBA Business Customers
  • Managed over 50 calls per day
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Skilled at working independently and collaboratively in team environment.
  • Worked effectively in fast-paced environments.
  • Demonstrated a high level of initiative and creativity while tackling difficult tasks.
  • Strengthened communication skills through regular interactions with others.
  • Developed strong organisational and communication skills through coursework and volunteer activities.
  • Worked well in team setting, providing support and guidance.
  • Identified issues, analised information and provided solutions to problems.
  • Demonstrated strong organisational and time management skills while managing multiple projects.
  • Applied effective time management techniques to meet tight deadlines.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Demonstrated leadership skills in managing projects from concept to completion.
  • Paid attention to detail while completing assignments.
  • Cultivated interpersonal skills by building positive relationships with others.
  • Proven ability to learn quickly and adapt to new situations.
  • Gained strong leadership skills by managing projects from start to finish.
  • Completed paperwork, recognising discrepancies and promptly addressing for resolution.

Senior Business Planner

Westpac Banking Group
02.2004 - 01.2008
  • Provided Business Financial Planning Advice to Westpac Business Customers as Trusted Advisor as Trusted Advisor incorporating trust-based selling
  • Established new Life Insurance, Investment and Superannuation Plans for Westpac Business Customers
  • Established Leveraged Margin Lending for business Customers
  • Acted as a team leader in group projects, Relationship Management, delegating tasks and providing feedback.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Gained strong leadership skills by managing projects from start to finish.
  • Developed and maintained courteous and effective working relationships.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Worked well in team setting, providing support and guidance.
  • Identified issues, analyzed information and provided solutions to problems.
  • Applied effective time management techniques to meet tight deadlines.
  • Worked effectively in fast-paced environments.
  • Gained extensive knowledge in data entry, analysis and reporting.
  • Proved successful working within tight deadlines and fast-paced environment.
  • Skilled at working independently and collaboratively in team environment.
  • Resolved problems, improved operations and provided exceptional service.
  • Passionate about learning and committed to continual improvement

Financial Services Associate

MFB Personal Planning Services
07.1992 - 12.2003
  • Provided Life Insurance Sales and Advice to Everyday Australians and Business Owners
  • Provided Superannuation Sales and Advice to Everyday Australians and Business Owners
  • Offered competitive Life Insurance, Investment and Superannuation solutions and retail financing options.
  • Managed over 50 calls per day
  • Conducted market research and analysis to identify investment opportunities.
  • Managed preparation of company's budget.
  • Coded data for input to financial systems according to company's procedures.
  • Administered account transactions and responded to customer inquiries concerning financial products.
  • Developed investment and insurance programs and prepared sales presentations.
  • Promoted and marketed finance and security products to customers.
  • Monitored changes in financial markets and kept clients informed of latest developments.
  • Maintained updated records of all financial transactions to support traceability.
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans.
  • Developed and delivered financial presentations to drive client engagement.
  • Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action.
  • Maintained knowledge of new investment products and assisted in developing sales strategies.
  • Proposed investment products to customers.
  • Compiled and sorted documents, such as invoices and checks and substantiated business transactions.
  • Developed and maintained database of records to facilitate smooth transactions for financial processes.
  • Advised clients on favourable investment opportunities to meet established financial goals.
  • Managed client financial portfolios to minimise risk and optimise returns.
  • Conducted reviews and evaluations for cost-reduction opportunities.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Administered account transactions with customers and assisted in generating sales opportunities.

Education

Certificate IV - Finance And Mortgage Broking

Real Estate Academy Australia
Queensland
07.2017

Real Estate Agents Authorised Rep Certificate - Real Estate

Holmesglen Institute
Holmesglen Institute
06.2014

Advanced Diploma DFP 5 Financial Planning - Financial Planning And Services

Deakin University
Melbourne, VIC
07.2002

Skills

  • Web Technologies and Services
  • Product and Service Knowledge
  • Lead Generation
  • B2B Sales
  • Project Management
  • Customer Relationship Management
  • Sales and Marketing
  • Prospect Qualification
  • Sales Proposal Creation
  • Time Management
  • Strategic Planning
  • Persuasive Communication
  • Referral Generation
  • Lead Prospecting
  • Prospecting Skills
  • Cold Calling

Timeline

Sales Consultant

BurdMan Marketing Group
02.2012 - Current

Senior Corporate Financial Planner

Commonwealth Bank Of Australia, CBA
07.2008 - 01.2012

Senior Business Planner

Westpac Banking Group
02.2004 - 01.2008

Financial Services Associate

MFB Personal Planning Services
07.1992 - 12.2003

Certificate IV - Finance And Mortgage Broking

Real Estate Academy Australia

Real Estate Agents Authorised Rep Certificate - Real Estate

Holmesglen Institute

Advanced Diploma DFP 5 Financial Planning - Financial Planning And Services

Deakin University

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