Simon Adam
Magill,SA
Summary
Dynamic State Development Manager with a proven track record at Finsure Finance & Insurance, excelling in relationship building and staff training. Leveraged technical knowledge and coaching skills to exceed KPIs, grow broker networks, and enhance Broker onboarding, achieving significant business growth and stakeholder satisfaction. Expert in fostering key partnerships and driving results through strategic development and event management.
Accomplished Development Manager with innovative leadership style and expertise in brand positioning strategies. Outstanding sales and marketing talents to manage product-related budgets. Great influencing and communication strengths.
I am proven in my field of work, with many Awards achieved along the way, but my ability to Build and Maintain Relationships along with Growth are my strengths.
Overview
18
18
years of professional experience
1
1
Certification
Work History
State Development Manager
Finsure Finance & Insurance
07.2019 - Current
- Meet KPI Requirements
- Relationship Building and Maintaining
- Promote Finsure as the "Aggregator of Choice" to Brokers and Lender Partners
- Recruit New Brokers to Finsure and Manage Existing Brokers
- Manage New Employee orientation training process for more than 15 New Employees each year.
- Deliver New Employee Onboarding and training sessions via Infynity.
- Train staff during demonstrations, meetings, conferences, and workshops. Held PD ( Professional Development) Days on a Quarterly Basis
Business Development Manager, Third Party
ME Bank Pty Ltd
02.2010 - 06.2019
- Develop and Maintain Strong Relationships with Key Stakeholders e.g Unions, Industry Super Funds
- Generated new business with marketing initiatives and strategic plans.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Delivered recommendations to long-term accounts to promote brand awareness to key audience.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Managed accounts to retain existing relationships and grow share of business.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Built relationships with customers and community to establish long-term business growth.
Mortgage Broker/Account Manager
Club Financial Services
04.2006 - 01.2010
- Managed Major Sponsorship Account of Adelaide United Football Club
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Assessed clients' financial data to determine loan suitability.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Presented, explained and processed home loan documents such as Privacy Acts and Bank Checklists to borrowers.
- Evaluated borrower financial information, payslips and credit history to determine loan possibility.
- Explained entire mortgage loan process to borrower.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Advised clients on mortgage and housing conditions to identify successful properties and promote customer satisfaction.
Education
High School Diploma -
Ingle Farm High School
Ingle Farm, SA10.1985
Skills
- New Employee Training
- Course Development
- Technical knowledge
- Staff Training
- Coaching and Mentoring
- Time Management
- Relationship Building
- Event Management and Hosting
Accomplishments
- Awarded State Lender BDM of the Year SA 2017
- Awarded Finsure National BDM of the Year 2020 through achieving outstanding Growth and Endurance.
- Finalist, State Aggregator of the Year 2020 , Better Business Awards
- Finalist, State Aggregator of the Year 2021, Better Business Awards
- Finalist, State Aggregator of the Year 2022, Better Business Awards
Certification
- Certificate 4- Mortgage Broking
- Certificate of Achievement , Code of Practice - Swann Insurance 2003
- Certificate of Achievement, General Code of Practice - Swann Insurance 2003
- Accreditation Certificate - St George Autmotive Finance 2003
Timeline
State Development Manager
Finsure Finance & Insurance
07.2019 - Current
Business Development Manager, Third Party
ME Bank Pty Ltd
02.2010 - 06.2019
Mortgage Broker/Account Manager
Club Financial Services
04.2006 - 01.2010
High School Diploma -
Ingle Farm High School
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