TERRY FINN
Labrador,Australia
Summary
Driven, energetic and revenue focused with 18+ years sales experience as a consistent high performer, including 11+ years in the forex industry. An exceptional communicator and hard worker, skilled in impact presentations, uncovering customer needs, providing solutions, handling objections, negotiation and closing; both face to face and over the phone. Excellent account management skills through building strong customer relationships and being adept in time management. Highly motivated creative thinker and quick learner with the determination to excel and the prowess to lead.
Overview
2026
2026
years of professional experience
Work History
Sales Lead
Send Payments
07.2024 - 03.2025
- Manage and lead a sales team of 10 Account Managers
- Lead by example of continuing to grow my own book of clients, performing the roles and responsibilities of the Account Manager function in best practice, in addition to undertaking sales management duties
- Interview, hire and train new Account Managers
- Increase efficiency and effectiveness of the Account Manager team through improving processes and conducting coaching and training both individually and collectively for the Account Managers
- Propose, implement and execute sales strategy initiatives to drive revenue growth
- Work with senior
- Report and present sales performance results to both the Executive Committee and wider business audience
- Collaborate with Marketing and BDMs to increase leads at the top end of the sales funnel that feed into the Account Manager team
- Meet and exceed monthly and quarterly sales targets and KPI’s in specified timeframes, both on an individual basis and on an Account Manager Team basis
Senior Account Manager
Send Payments
12.2023 - 07.2024
- Assist individuals and businesses globally with their overseas money transfers and foreign currency requirements by providing competitive exchange rates and exceptional service
- Manage both corporate and personal foreign exchange accounts by assisting clients in managing fx risk and exposure to economic variables
- Discuss forex trading options and market information with clients, including providing quotes and executing trades
- Meet and exceed monthly, quarterly and annual sales revenue targets and KPI's
- Maximize profit from each trade whilst ensuring high degree of client satisfaction
- Adhere to strict compliance and financial regulations
- Maintain and expand a client database and pipeline through a high volume of calls and the use of an internal CRM
Sales Success and Achievements
Send Payments
- Increased revenue generated by the Account Manager Sales Team by over 30% y/y, from 11.5M to on track for 15M+
- Increased average margin of the Account Manager team from 1.33% to 1.42% y/y
- Increased conversion rates of LTR (Lead to Registration) from 26% to 35% and RTFT (Registration to First Trade) from 55% to 61% y/y
- Developed, implemented and executed multiple successful sales initiatives, including the conversion of AUD-AUD trade opportunities within the legal vertical into revenue producing trades, adding over 500k annually to revenue from previously unmonetized leads
- Individually contribute over 2M in revenue over 15 months through performing the Account Manager function, without inheriting any existing book of business or clients
Relationship Manager
OANDA (Canada)
12.2016 - 08.2023
- Managing high net worth client accounts through problem solving, upselling and building rapport
- Drive sales growth and client retention through the introduction of relevant products, resources, risk management techniques and strategies associated with speculative retail forex trading
- Analyze the market to keep high net worth clients informed of upcoming economic data and market events in order to promote potential trading opportunities and increase trading volume
- Meet and exceed KPI sales targets in terms of team trading volume targets and individual high value client conversions and reactivations
- Maintain and expand a client database and pipeline via high call volumes and CRM (Salesforce)
- Assist management with the creation and implementation of a more effective and streamlined sales approach when targeting high value clients
- Identify and implement cost saving initiatives such as the creation of in-house tutorial videos
- Assist in the training of new Account Managers within the Sales team
- Contact forex global payment inquiries to qualify their requirement and refer to the relevant Affiliate Partner in order to generate an additional revenue stream
- Adhere to strict compliance, regulatory and financial industry obligations
Account Manager
OANDA (Canada)
01.2016 - 12.2016
- Contact and convert demo trading accounts into live trading accounts
- Educating client’s on OANDA’s trading platforms and products to boost trading volume
- Meet and exceed KPI sales targets through acquiring and growing New Traded Accounts
Sales Success and Achievements
OANDA (Canada)
- 2018 Presidents Club Award Recipient (North American Sales)
- Leading the North American Sales Team in exceeding KPI’s in 2018, 2021 and 2022
- Highest revenue performer in the North American Sales Team for multiple years
- Promoted from Account Manager to Relationship Manager within 12 months
Account Manager
TorFX Pty Ltd (Australia)
01.2014 - 12.2015
- Assist individuals and businesses globally with their overseas money transfers and foreign currency requirements by providing competitive exchange rates and exceptional service
- Manage both corporate and personal foreign exchange accounts by assisting clients in managing fx risk and exposure to economic variables
- Discuss forex trading options and market information with clients, including providing quotes and executing trades
- Meet and exceed monthly, quarterly and annual sales revenue targets and KPI's
- Maximize profit from each trade whilst ensuring high degree of client satisfaction
- Adhere to strict compliance and financial regulations
- Maintain and expand a client database and pipeline through a high volume of calls and the use of Salesforce
- Promote currency products and services through various mediums
- Compose regular online economic articles to attract new business and update existing clients
- Assisting the management team in the training of new Account Managers during 2015
- Handle the full sales cycle
Sales Success and Achievements
TorFX Pty Ltd (Australia)
- Achieving 200%+ of individual sales revenue target between October 2014-October 2015, accounting for approximately $1M in sales revenue during this period
- Exceeding monthly sales revenue target for 18 consecutive months
- Consistently finishing first or second in terms of monthly sales revenue out of a team of 10-12 Account Managers
- Producing the second highest annual revenue for the 2014-15 fiscal year out of a team of 10-12 Account Managers
- Attaining the highest number of trades executed (successful sales) for the 2014-15 fiscal year
Sales Manager
Torch Publishing Company
06.2010 - 09.2013
- Plan and direct a team of 6 Field Sales Representatives and 4 Telesales Consultants to generate and increase sales revenue
- Organize meetings with high level directors of current and potential corporate clients to secure advertising expenditure with our various print publications
- Confidently negotiate mutually beneficial outcomes for the client and the company
- Monitor the effectiveness of campaigns and follow up with clients to determine the focus of sales efforts
- Create and develop new means of generating sales revenue
- Review sales procedures and conduct sales training for new and existing employees
- Report to the General Manager and Group Sales Manager regarding sales forecasts
- Prepare budgets and approve budget expenditures
- Determine price schedules and discount rates when appropriate
- Resolve customer complaints regarding sales and service
- Proof the publications prior to printing
Field Sales Representative
Torch Publishing Company
06.2008 - 06.2010
- Organize and attend appointments with existing and prospective clients within a designated territory in order to make presentations about community newspaper advertising and secure advertising revenue
- Facilitate the creation of a visual advertisement through liaising with the client and graphic design team
- Maintain and build a client base whilst meeting and exceeding increasing sales targets
Telesales Consultant
Torch Publishing Company
02.2008 - 06.2008
- Contact SME's regarding community newspaper advertising in order to gain sales revenue by initiating and closing sales via phone
- Establish and build a client base
- Meet and exceed weekly and monthly sales revenue targets
Sales Success and Achievements
Torch Publishing Company
- Promoted from Telesales Consultant to Field Sales Rep within 6 months and then to Sales Manager 2 years later
- Achieving $2M+ annually in personal sales revenue as a Sales Manager whilst overseeing the sales efforts of a team of 10 who achieved $8M+
- Increasing sales revenue in my first, second and third year as Sales Manager, following on from 5 consecutive years of sales revenue declining
- Creating, developing and coordinating the advertising sales of the “50's+ Plus Lifestyle Magazine”- a quarterly publication that generated in excess of $250K in sales revenue in both 2012 and 2013
- Creating various other special publications, such as “Kids Corner” and “Auto Torque” to replace the loss of sales revenue incurred by a decline in classifieds style advertising within the company's primary community newspaper
- Consistently hitting 200-300% of sales target as a Telesales Consultant and Field Sales Rep
Education
RG146- FOREIGN EXCHANGE - GENERAL AND PERSONAL ADVICE
FINANCIAL EDUCATION
04.2024
SERIES 3 - NATIONAL COMMODITIES FUTURES EXAM
FINRA
02.2016
SERIES 34 - RETAIL OFF-EXCHANGE FOREX EXAM
FINRA
02.2016
RG146- FOREIGN EXCHANGE - PERSONAL ADVICE
MENTOR EDUCATION
10.2014
Completed Coursework Towards B. BUSINESS - MANAGEMENT
UNIVERSITY OF WESTERN SYDNEY
07.2007
Skills
Sales Management
Account Management
Relationship Management
Financial Sales
FX Sales Specialist
Consistent high performer
Revenue generation
Sales strategy
Timeline
Sales Lead
Send Payments
07.2024 - 03.2025
Senior Account Manager
Send Payments
12.2023 - 07.2024
Relationship Manager
OANDA (Canada)
12.2016 - 08.2023
Account Manager
OANDA (Canada)
01.2016 - 12.2016
Account Manager
TorFX Pty Ltd (Australia)
01.2014 - 12.2015
Sales Manager
Torch Publishing Company
06.2010 - 09.2013
Field Sales Representative
Torch Publishing Company
06.2008 - 06.2010
Telesales Consultant
Torch Publishing Company
02.2008 - 06.2008
Sales Success and Achievements
Send Payments
Sales Success and Achievements
OANDA (Canada)
Sales Success and Achievements
TorFX Pty Ltd (Australia)
Sales Success and Achievements
Torch Publishing Company
RG146- FOREIGN EXCHANGE - GENERAL AND PERSONAL ADVICE
FINANCIAL EDUCATION
SERIES 3 - NATIONAL COMMODITIES FUTURES EXAM
FINRA
SERIES 34 - RETAIL OFF-EXCHANGE FOREX EXAM
FINRA
RG146- FOREIGN EXCHANGE - PERSONAL ADVICE
MENTOR EDUCATION
Completed Coursework Towards B. BUSINESS - MANAGEMENT
UNIVERSITY OF WESTERN SYDNEY
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