Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Peter Dowsett

Miranda

Summary

A Director with a proven track record at Sutherland Shire Financial Services, I excelled in strategic planning and people management. In my previous career, we would provide a 40 page statement of advice relating to our clients insurance and financial well being. Sutherland Shire Financial Services would be audited. regularly. Attention to detail was critical. The auditors would select 7 files, out of 260 files, or 260 clients. We would complete 20 quotes, on average, for a simple keyman insurance policy.

My expertise in financial management and operations optimization significantly boosted productivity and client satisfaction. Recognized for business development acumen, I consistently surpassed sales quotas at Prudential Financial, underlining my ability to foster strong client relationships and achieve company goals.

Overview

37
37
years of professional experience

Work History

General Hand

SWF Constructions Pty Ltd
07.2021 - 03.2024

Installer

National Surgical Corporation
04.2024 - Current
  • Operated tools, equipment, and

according to safety standards.

  • Laid out materials and system components to prepare for installation.
  • Completed troubleshooting of malfunctions and diagnosed issues during installation.
  • Installed complete systems at hospitals on the East Coast of Australian sites.

Insurance Agent

Prudential Financial
07.1987 - 12.1998
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • During my career at Prudential ,

I qualified for overseas conferences as one

of the top forty advisers in Australia.

For four years.




Director

Sutherland Shire Financial Services P/L
01.1999 - 07.2021
  • Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on projects or business operations.
  • Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
  • Leveraged professional networks and industry knowledge to strengthen client relationships.
  • Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.

Education

Diploma of Financial Planning - Financial Services

Association of Financial Advisors
Diploma Of Financial Planning
11-1998

High School Diploma -

Woolooware High School
Woolooware, NSW
12-1984

Skills

  • Operations Management
  • Strategies and goals
  • Budget Management
  • Business Planning
  • Financial Reporting
  • Hiring and Retention
  • Financial Management
  • Business Development
  • Sales management

Accomplishments

Provided appropriate services to clients for 30 years, regarding wills, certification of documents etc all the while having to maintain a clean criminal record for the duration.


Timeline

Installer

National Surgical Corporation
04.2024 - Current

General Hand

SWF Constructions Pty Ltd
07.2021 - 03.2024

Director

Sutherland Shire Financial Services P/L
01.1999 - 07.2021

Insurance Agent

Prudential Financial
07.1987 - 12.1998

Diploma of Financial Planning - Financial Services

Association of Financial Advisors

High School Diploma -

Woolooware High School
Peter Dowsett