Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Sean Beavis

Newport Beach,NSW

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

18
18
years of professional experience

Work History

Finance Broker/Director

Pocket Finance
03.2018 - 08.2019
  • Asset finance broker; cars, commercial vehicles, boats, planes, tools, heavy equipment, and business loans

Senior Finance Broker

Aussie
12.2012 - 03.2018
  • Broker residential, purchase or refinance, commercial and equity access loans
  • Generate new leads by managing existing customer database, local area marketing, direct marketing and referral partners
  • Manage existing client accounts through multiple deals
  • Plan, develop and implement local area marketing, direct marketing and corporate alliances, with the view of generating new business
  • Process loan applications and manage pipeline from enquiry through to settlement
  • Establish, develop and enhance relationships with clients through loan application and home purchase process
  • Provide ongoing customer support post-settlement
  • Top tier achiever (Flame St George broker; CBA Diamond accredited), consistently a top regional performer.

Franchisee

Aussie Newtown/Wizard Newtown
03.2001 - 11.2012
  • Broker residential and commercial loans, purchase or refinance, as well as increase or equity release
  • Promote branch and brand within the local area
  • Oversee operational and HR management of branch
  • Manage sales team, training and recruitment, motivation/incentivise and support
  • Manage admin and customer support team, ensuring that customer service levels were exceptional
  • Plan, develop and implement local area marketing, roll out and execution of corporate campaigns
  • Manage communications with existing clients in order to stay front of mind and maintain relationship
  • Oversee and manage all compliance/audit functions for the branch.

Education

High School Diploma -

City Of London Freemens
Ashtead Surrey UK
12.1982

Skills

    Excellent Communication

    Attention to Detail

    Customer Service

    Client management

    Loan structuring

    Relationship Building

    Product Knowledge

    Prospecting and Networking

Accomplishments

  • MPA Top 100 Awards, 2012
  • MPA Top 100 Brokers National Awards, 2010, 16
  • The Adviser’s Top 50 Elite Brokers Awards
  • Wizard Hall of Fame
  • Aussie Chairman’s Club
  • Specialist in Corporate Alliance delivery
  • Nine Entertainment Co
  • ACP - News Limited
  • Sydney University
  • Scentre Group

Timeline

Finance Broker/Director

Pocket Finance
03.2018 - 08.2019

Senior Finance Broker

Aussie
12.2012 - 03.2018

Franchisee

Aussie Newtown/Wizard Newtown
03.2001 - 11.2012

High School Diploma -

City Of London Freemens

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Sean Beavis