Scott McConnell
Watsonia,Australia
Summary
Entry-level Financial Adviser driven to learn from the best and exceed expectations. Highly energetic and eager to meet customer needs with knowledgeable support.With a mature outlook and change of career path I have an ambitious aim to become a para planner to advance professionally in high-volume financial environments. Knowledgeable about developing financial plans, regulatory requirements and industry best practices. Possessing RG146 (DFP) degree in Financial Planning. Results-oriented sales consultant with over 25 years experience producing outstanding results and strong revenue growth for busy Motorcycle industry. Successful closing sales quickly and securing repeat business. Motivated and respected professional with excellent communication and negotiation skills. Hardworking Consultant gifted at turning prospects into clients by delivering exceptional presentations. Engaging and personable with expertise to manage key milestones and deliver exemplary customer service. Focused executive sales consultant with proven record of outperforming sales objectives, exceeding service standards and outpacing performance goals. Solid background with in-depth knowledge of related practices and market fluctuations. Motivated, team-oriented and enthusiastic about using skills to boost sales and support company success. Focused Financial Adviser able to handle a wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth.
Overview
33
33
years of professional experience
Work History
Managing Director
The Wine Agent
Melbourne, VIC
06.2022 - Current
- Directed strategic initiatives to enhance brand visibility and market penetration.
- Cultivated relationships with key stakeholders to drive business growth and partnerships.
- Oversaw financial planning and budgeting, ensuring alignment with organizational goals.
- Implemented innovative marketing strategies that increased customer engagement and retention.
Financial Advisor
Australian Financial & Insurance Services Pty Ltd
South Morang, VIC
11.2018 - 03.2021
- Researched Financial industries rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
- Helped clients plan for and fund retirements using mutual funds and other options.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new and existing clients.
- Utilized diverse wealth management strategies to meet client objectives.
- Upheld all company, state and federal regulatory guidelines.
- Put together detailed financial and investment plans for customers.
- Prepared for meetings by gathering materials, reports and presentations.
- Networked with local community and businesses to promote financial services.
- Improved product marketing objectives by constructing communication initiatives and branding strategies to increase client outreach.
- Consulted with product development teams to enhance products based on customer data.
- Coordinated innovative strategies to accomplish objectives and boost long-term profitability.
- Increased business growth outcomes by effectively collaborating with sales, service and financial departments.
- Planned marketing initiatives and leveraged referral network to promote business development.
- Met and exceeded sales and growth goals by maintaining relationships with both customers and vendors.
- Completed research into complex financial topics.
- Monitored social media and online sources for industry trends.
Sales Consultant
AMX Superstores Epping
Epping, VIC
11.2017 - 11.2018
- Working in a casual position whilst studying for Financial Diploma
- Responded to customer requests for products, services and company information
- Maintained customer happiness with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Educated customers on promotions to enhance sales
- Provided primary customer support to internal and external customers in fast-paced environment
- Boosted sales revenue by skillfully promoting diverse motorcycle accessory options
Executive Sales Consultant
Northside Harley Davidson
Brunswick, VIC
06.2017 - 11.2017
- Conducted market research to attract clients in new territories
- Made outbound calls to existing customers to upsell advertising packages
- Developed sales leads and uncovered new business opportunities through prospecting and cold calling
- Created and presented media and advertising packages to prospective customers
- Developed campaigns and specific marketing strategies for clients
- Coordinated with social media, public relations and other teams to execute product introductions
- Established community relationships by coordinating events to maximize marketing strategies
Executive Sales Consultant
Indian And Victory Motorcycles
Melbourne, VIC
04.2014 - 11.2017
- Developed sales leads and uncovered new business opportunities through prospecting and cold calling
- Devised and deployed online marketing plans with effective SEO, social media and viral video campaign strategies
- Developed innovative and targeted collateral to support overall branding objectives
- Helped incorporate product changes to drive customer engagement and firm profits
- Improved product marketing objectives by constructing communication initiatives and branding strategies to increase client outreach
- Capitalized on industry and marketplace trends to strategize solutions and enhance business operations
- Worked closely with all product development departments to create and maintain marketing materials for sales presentations and client meetings
- Completed projects on-time and under-budget by collaborating with sales, technical and customer relations departments.
- Planned and directed off-site promotional events to attract guests to property
- Executed trade shows for client partnerships on time and within budget
- Conferred with customers about concerns with products or services to resolve problems and drive sales
- Promoted company brand and unique offerings through personalized customer service
- Delivered superior client services, fostering strong rapport, retention and satisfaction
Store Manager
AMX Superstores Keilor
Keilor Park, VIC
11.2011 - 04.2014
- Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns
- Rotated merchandise and displays to feature new products and promotions
- Applied performance data to evaluate and improve operations, target to current business conditions and forecast needs
- Evaluated suppliers to assess quality, timeliness and compliance of deliveries, maintain tight cost controls and maximize business operational efficiency
- Engaged and interacted with customers to create positive shopping experiences and drive revenue growth
- Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands
- Managed, hired and developed top talent to strengthen workflow and productivity
- Reviewed performance data to monitor and measure productivity, goal progress and activity levels
- Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness
Spare Parts Manager
Evolution Yamaha Motorcycles
Epping, Victoria
10.2010 - 11.2011
Spare Parts Manager
New World Honda
Narre Warren, VIC
08.2007 - 10.2010
Spare Parts Manager
Nova Honda Motorcycles
Ringwood, Victoria
04.2005 - 08.2007
Motorcycle Technician
Harley-Heaven Melbourne
West Melbourne, VIC
01.2001 - 04.2005
Motorcycle Technician
Harley City
Brunswick, Victoria
02.1993 - 03.1993
Education
Harley Davidson Motorcycle Maintenance And Repair Technology -
Kangan Institute
Docklands, VICDiploma of Financial Planning (DFP) FNS50615 - Financial Planning And Services
International Institute of Technology
Melbourne, VIC10-2018
Skills
- Stock market understanding
- Investment planning
- Retirement needs
- Insurance decisions
- Financial Advising
- Relationship building and management
- Investment advice
- Financial planning
- Wealth Management
- Financial services
- Retirement planning
- Client engagement
- Account management
- Public speaking
- Goals and objectives
- Team collaboration
- Time management
- High-energy attitude
Timeline
Managing Director
The Wine Agent
06.2022 - Current
Financial Advisor
Australian Financial & Insurance Services Pty Ltd
11.2018 - 03.2021
Sales Consultant
AMX Superstores Epping
11.2017 - 11.2018
Executive Sales Consultant
Northside Harley Davidson
06.2017 - 11.2017
Executive Sales Consultant
Indian And Victory Motorcycles
04.2014 - 11.2017
Store Manager
AMX Superstores Keilor
11.2011 - 04.2014
Spare Parts Manager
Evolution Yamaha Motorcycles
10.2010 - 11.2011
Spare Parts Manager
New World Honda
08.2007 - 10.2010
Spare Parts Manager
Nova Honda Motorcycles
04.2005 - 08.2007
Motorcycle Technician
Harley-Heaven Melbourne
01.2001 - 04.2005
Motorcycle Technician
Harley City
02.1993 - 03.1993
Diploma of Financial Planning (DFP) FNS50615 - Financial Planning And Services
International Institute of Technology
Harley Davidson Motorcycle Maintenance And Repair Technology -
Kangan Institute