Summary
Overview
Work History
Education
Skills
Timeline
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Neil Jackson

Canterbury,VIC

Summary

Accomplished Business Development Manager with a proven track record at BlueRock Private Wealth, excelling in strategic partnerships and client acquisition. Expert in leveraging team leadership and relationship management to drive significant growth. Demonstrated success in mentoring teams and enhancing sales performance, with a strong foundation in business development and planning.

Overview

18
18
years of professional experience

Work History

Team and Business Development Manager

BlueRock Private Wealth
02.2021 - 02.2024
  • Responsible for driving growth of the BRPW insurance book through strategic partnerships and client acquisition.
  • Identified new business opportunities, developed and implemented sales strategies, and collaborated with internal teams to enhance client offerings.
  • Delivered compelling sales presentations to prospective clients, highlighting the unique value proposition of BRPW's services.
  • Developed personalised life insurance solutions for potential clients based on a deep understanding of their unique situations.
  • Worked closely with insurance providers and industry partners to ensure best outcomes for clients.
  • Mentored team members in effective sales techniques, fostering a high-performance culture within the organisation.
  • Leveraged industry events to network with potential clients, generating significant brand exposure and driving new business acquisition efforts.
  • Led cross-functional teams to successfully execute complex projects, ensuring timely delivery and client satisfaction.
  • Strengthened client relationships, conducting regular follow-up meetings to ensure satisfaction and uncover additional needs.

Team Manager and Senior Life Insurance Advisor

BlueRock Private Wealth
05.2019 - 02.2021
  • Simplified complex insurance concepts for clients, fostering trust and confidence in their decision-making abilities.
  • Worked closely with underwriters to provide accurate risk assessments and secure competitive policy rates for clients.
  • Assisted clients in navigating complex claims processes, ensuring timely payouts and minimising stress during difficult times.
  • Developed strong relationships with clients for long-term retention and referral opportunities.
  • Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
  • Enhanced team productivity by implementing efficient task delegation and time management strategies.
  • Collaborated with cross-functional departments to drive cohesive efforts towards common goals and objectives.
  • Strengthened the team environment by sharing industry knowledge and best practices with colleagues, fostering a collaborative culture within the firm.
  • Evaluated employee performance and coached and trained team members, increasing quality of work and employee motivation.
  • Identified and pursued new business opportunities to grow client base.
  • Identified cross-selling opportunities within existing client base, contributing to increased revenue streams for the firm.

Life Insurance Advisor

BlueRock Private Wealth
04.2016 - 04.2019
  • Educated clients on the importance of life insurance as part of a comprehensive financial plan.
  • Maintained up-to-date knowledge of industry trends, ensuring accurate information and advice to clients.
  • Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Conducted regular follow-ups with clients to review policies, update coverage as needed, and maintain positive relationships.
  • Maximised productivity by consistently reviewing internal processes and suggesting improvements for better efficiency.

Deputy Area Manager - Melbourne

Australia Post
02.2006 - 02.2016

I held various roles at Australia Post throughout my tenure.

In the Deputy Area Manager role my primary responsibilities included:

  • Supporting the implementation of strategic initiatives, ensuring exceptional customer service, and managing team performance.
  • Managing a diverse team of professionals, fostering a collaborative environment to drive success.
  • Implementing staff training programs to enhance employee skill sets and boost overall performance levels.
  • Managing major locations such as Melbourne GPO.
  • Monitoring financial performance closely, ensuring adherence to budgets and making adjustments as necessary for profitability.

Education

RG146 - Diploma of Financial Planning

Kaplan
Melbourne, VIC
2018

Diploma of Management -

Australia Post
Melbourne, VIC
2014

Skills

  • Team leadership and staff management
  • Business development and planning
  • Relationship building and management
  • Mentoring and coaching
  • Strategic partnerships
  • Networking strength

  • Cross-functional team collaboration
  • Sales leadership
  • Sales reporting and performance metrics
  • Pipeline development
  • Operations

Timeline

Team and Business Development Manager

BlueRock Private Wealth
02.2021 - 02.2024

Team Manager and Senior Life Insurance Advisor

BlueRock Private Wealth
05.2019 - 02.2021

Life Insurance Advisor

BlueRock Private Wealth
04.2016 - 04.2019

Deputy Area Manager - Melbourne

Australia Post
02.2006 - 02.2016

RG146 - Diploma of Financial Planning

Kaplan

Diploma of Management -

Australia Post
Neil Jackson