Roy O'Sullivan
RYDE
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure a Insurance/Finance position. Ready to help team achieve company goals. To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Commercial Finance Broker
Maclean Financial
12.2023 - Current
- Meet all key performance indicators for sales and new clients (Sales KPI), and productivity Contacting inbound sales leads in accordance with all policies & procedures
- Qualifying and closing inbound sales leads in accordance with all policies & procedures Become proficient in all firm applications within ZOHO CRM Managing standard loan transactions, e.g
- Workshop with Internal & bank credit teams Managing larger, complex loan transactions, e.g
- Workshop with Internal & bank credit teams Managing entire deal life cycle
- This includes first contact with prospect through to loan settlement, following all policies & procedures
- Managing relationships with clients in accordance with all policies & procedures Managing supplier relationships in accordance with all policies & procedures
Life Insurance Advisor
Life Insurance Comparison (Alternative media)
02.2019 - 12.2023
- Pro-actively contact clients and support their journey to understand the needs and benefits of life insurance – 50% Understand and educate on the life insurance product sets, insurers, medical conditions and application process – 20% Maintaining strong processes to ensure lower errors, better customer satisfaction and more pro-active customer communication-20% Embrace the compliance culture and ensure a strong understanding of regulations-10% Major insurers on panel such as AIA, MLC, Zurich
Funeral Insurance Sales Consultant
Freedom Insurance, Sydney
05.2018 - 01.2019
- Converting leads into new business, achieving sales KPI's Cold and warm calling leads Providing the customer with a high level of customer service and achieving compliance targets required
Charity Fundraiser
Public Outreach, Auckland NZ
12.2017 - 03.2018
- Making outbound calls prospecting customers for our Funeral Insurance products Converting Leads into new business, achieving sales performance metrics Meeting performance KPIs in relation to sales, compliance, adherence/productivity, coaching and teamwork
- Maintain a high level of customer service and professionalism at all times
B2B Phone Consultant
Advertising Printing Australia, Sydney
06.2016 - 11.2017
- B2B phone consulting Making cold calls and also warm leads Developing and maintaining strong relationships with the clients
- Being a clear and confident communicator on the phone
- Achieving monthly sales targets.
Direct Door to Door Sales
Red Energy, Sydney
01.2014 - 05.2016
- Direct door to door sales (cold calling) Identify and act on opportunities to leverage the sales proposition by offering new products and services for chosen market segments and customers
- Training and mentoring new sales representatives Resolve customer concerns promptly to maintain satisfaction
Skills
- Over 10 Years phone & face to face sales experience
- Hardworking and result oriented
- Good written and verbal communication
- Exceptional customer service
- Can operate independently or as part of team
- Skilled at Microsoft word, Salesforce, Zoho, Excel and PowerPoint
- Very quick learner and can adapt to changes quickly
Career Overview
A sales representative for almost 10 years. I have a proven track record of working with customers to find what they want, create solutions and ensure a smooth sales process.
Personal Information
Hobbies: Golf, Hiking, Meditation, Gym, Boxing
References
- Metin Zirhman, Life Insurance Comparison, Team Manager, metin.zirhman@compareclub.com.au, +61447192035
- Todd Inglis, Red Energy, National Sales Manager, todd.inglis@redenergy.com.au, +61467707256
Certification
General Insurance Certificate 3 & 4
RG146.
Timeline
Commercial Finance Broker
Maclean Financial
12.2023 - Current
Life Insurance Advisor
Life Insurance Comparison (Alternative media)
02.2019 - 12.2023
Funeral Insurance Sales Consultant
Freedom Insurance, Sydney
05.2018 - 01.2019
Charity Fundraiser
Public Outreach, Auckland NZ
12.2017 - 03.2018
B2B Phone Consultant
Advertising Printing Australia, Sydney
06.2016 - 11.2017
Direct Door to Door Sales
Red Energy, Sydney
01.2014 - 05.2016
General Insurance Certificate 3 & 4
RG146.
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