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.
according to safety standards.
I qualified for overseas conferences as one
of the top forty advisers in Australia.
For four years.
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.