Summary
Overview
Work History
Education
Skills
Accomplishments
References
Career Experience
Timeline
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William Hurtis

William Hurtis

Sydney,NSW

Summary

Dynamic Senior Sales Professional with a proven track record at Valiant Finance, excelling in high-ticket sales and high-performance leadership. Spearheaded strategic initiatives that drove significant revenue growth while cultivating strong client relationships. Expert in negotiation, results driven, consistently exceeding KPIs and enhancing team capabilities through innovative training programs.

Overview

8
8
years of professional experience

Work History

Senior Sales Manager - Commercial Finance

Valiant Finance
03.2024 - Current
  • Lead a high performing team of 13 commercial finance brokers, providing ongoing sales and finance training, mentoring and performance coaching.
  • Drive key decision making on strategic, high value projects, ensuring alignment with businesses growth goals.
  • Played a pivotal role in the success Valiants referrer program enhancing referral driven business.
  • Act as 2IC to the Head of Department, providing leadership support and contributing to major business initiatives.
  • Deliver company wide presentations on product training, industry trends and performance reviews to foster cross department collaboration.
  • Spearheaded the development of sales tracking dashboards and performance reports to track progress and identify areas for improvement.

Senior Project Manager | Head of Sales

Bespoke Aquariums
02.2018 - Current
  • Achieved the #1 closer ranking within the company after successfully securing a $4.5 million contract for two high value projects, with $200,000 annual profit locked in for ongoing maintenance over the next 10 years.
  • Led the end to end management of these high profile commercial projects, overseeing everything from sales and client negotiations to project execution and delivery.
  • Cultivated and maintained strong relationships with key clients, securing significant contracts with large institutions such as Taronga Zoo and Crown Resorts.
  • Managing stock ordering, supplier coordination and scheduling, ensuring the timely and seamless execution of all projects.

Business Finance Team Leader

Valiant Finance
02.2023 - 03.2024
  • Promoted to oversee a team of senior brokers, managing both performance and the training of new team members, often with no prior finance or sales experience.
  • Identified gaps in the onboarding process, leading the creation of a highly effective 2 week training program that accelerated the success of new starters.
  • Supported the continuous development of team members, ensuring a sharp focus on sales targets and client outcomes.

Senior Commercial Finance Manager

Valiant Finance
04.2022 - 03.2024
  • Managed a team of 10 senior brokers, consistently meeting and exceeding KPIs for revenue, compliance, repeat business and loan applications.
  • Developed and delivered comprehensive training programs to enhance the team sales and lending capabilities.
  • Oversaw account management, payroll and commission.
  • Collaborated with leadership to create and implement strategic initiatives that drove long term business growth.
  • Fostered and maintained strong relationships with lenders, while effectively handling client complaints and escalations.

Senior Commercial Finance Broker

Valiant Finance
09.2020 - 03.2022
  • Specialized in structuring working capital B2B funding solutions ranging from $50,000 to $5M+ for SMEs across Australia.
  • Built and maintained long term relationships with clients, ensuring sustainable lending and ongoing financial success.
  • Delivered tailored solutions for a variety of loan types, including SBLs, LOCs, overdrafts, invoice, debtor and trade finance deals.
  • Collaborated with leadership to streamline processes and improve outcomes for clients and the business.

Business Banker (Secondment Partnership Program)

Westpac Group
01.2020 - 12.2020
  • Core team member supporting the COVID-19 financial relief loans for SMEs through Valiant's partnership with Westpac.
  • Conducted comprehensive financial assessments, liaised with clients throughout the approval process and ensured swift loan processing.
  • Maintained strong relationships with clients, providing empathetic support during a challenging time.

Commercial Finance Broker

Valiant Finance
04.2019 - 08.2020
  • Specialized in smaller working capital loans (under $50,000), providing quick and efficient funding solutions for SMEs.
  • Consistently exceeded sales KPIs and revenue targets, building strong rapport with clients and managing the sales process from initial inquiry to contract signing.
  • Collaborated with a panel of 85+ lenders to ensure the best possible funding outcomes for clients.

Senior Sales Consultant

Greenstone Financial Services
05.2018 - 12.2019
  • Excelled in outbound sales, building rapport with new and existing clients to sell insurance products while meeting and exceeding KPIs.
  • Consistently delivered outstanding customer experiences, ensuring adherence to strict quality assurance standards.
  • Demonstrated deep system knowledge across Evolve, Teams, and The Garage platforms.

Education

Remote Sales Institute (RSI) Certified
Trained By AU's #1 High Ticket Sales Institute

RG146 -

Kaplan University
01.2020

Diploma of Leadership and Management -

ACCM
08.2025

Skills

  • Sales and closing expertise specializing in high-ticket sales
  • High performance leadership
  • Relationship management
  • Negotiation and ability to solution-based sell
  • strategic thinking
  • Time management and prioritization
  • Results driven

Accomplishments

  • Played a pivotal role in acquiring and closing a 2.8 million dollar deal with Cabra-Vale Diggers (near completion) and 2 other large-scale projects for Crown's 100 million dollar penthouse and Taronga Zoo - Bespoke Aquariums
  • Broker of the Year 2021 - Valiant Finance
  • Broke Valiant Finances company-wide revenue record, bringing in $86k in commissions in a single month off a target of $23k, which was held for 3 years
  • Designed and led a customer repeat business strategy that grew our repeat business book by 40%, increasing our profitability by $5.46 million this FY
  • Personally transacted hundreds of high-value deals across Australia
  • First ISM to be promoted under the new ISM promotion plan to senior sales manager, 03/24
  • Appointed interim head of department for the month of 01/24, gaining valuable insights into strategic planning, budgeting, and team dynamics, the department exceeded its targets while I still managed a team of 10 brokers
  • Created 'The League of Lions,' a club designed to inspire and motivate high achievers, resulting in a significant boost in revenue and a reduction in attrition
  • Purchased my first investment property through YPYW, fueling my passion for investing

References

  • Head of Partnerships (Lender)
  • Director of Bespoke Aquariums
  • Manager/Colleague, Valiant Finance

Career Experience

  • Senior Sales Manager - Commercial Finance | High Performance Closer & Team Leader, Valiant Finance, 03/24, Present, Lead a high performing team of 13 commercial finance brokers, providing ongoing sales and finance training, mentoring and performance coaching., Drive key decision making on strategic, high value projects, ensuring alignment with businesses growth goals., Played a pivotal role in the success Valiants referrer program enhancing referral driven business., Act as 2IC to the Head of Department, providing leadership support and contributing to major business initiatives., Deliver company wide presentations on product training, industry trends and performance reviews to foster cross department collaboration., Spearheaded the development of sales tracking dashboards and performance reports to track progress and identify areas for improvement.
  • Senior Project Manager | Head of Sales, Bespoke Aquariums, 02/18, Present, Achieved the #1 closer ranking within the company after successfully securing a $4.5 million contract for two high value projects., Led the end to end management of these high profile commercial projects, overseeing everything from sales and client negotiations to project execution and delivery., Cultivated and maintained strong relationships with key clients, securing significant contracts with large institutions such as Taronga Zoo and Crown Resorts., Managing stock ordering, supplier coordination and scheduling, ensuring the timely and seamless execution of all projects.
  • Business Finance Team Leader, Valiant Finance, 02/23, 03/24, Promoted to oversee a team of senior brokers, managing both performance and the training of new team members., Identified gaps in the onboarding process, leading the creation of a highly effective 2 week training program., Supported the continuous development of team members, ensuring a sharp focus on sales targets and client outcomes.
  • Senior Commercial Finance Manager, Valiant Finance, 04/22, 03/24, Managed a team of 10 senior brokers, consistently meeting and exceeding KPIs for revenue, compliance, repeat business and loan applications., Developed and delivered comprehensive training programs to enhance the team sales and lending capabilities., Oversaw account management, payroll and commission., Collaborated with leadership to create and implement strategic initiatives that drove long term business growth., Fostered and maintained strong relationships with lenders, while effectively handling client complaints and escalations.
  • Senior Commercial Finance Broker, Valiant Finance, 09/20, 03/22, Specialized in structuring working capital B2B funding solutions ranging from $50,000 to $5M+ for SMEs across Australia., Built and maintained long term relationships with clients, ensuring sustainable lending and ongoing financial success., Delivered tailored solutions for a variety of loan types., Collaborated with leadership to streamline processes and improve outcomes for clients and the business.
  • Commercial Finance Broker, Valiant Finance, 04/19, 08/20, Specialized in smaller working capital loans (under $50,000), providing quick and efficient funding solutions for SMEs., Consistently exceeded sales KPIs and revenue targets., Collaborated with a panel of 85+ lenders to ensure the best possible funding outcomes for clients.
  • Business Banker (Secondment Partnership Program), Westpac Group, 01/20, 12/20, Core team member supporting the COVID-19 financial relief loans for SMEs., Conducted comprehensive financial assessments, liaised with clients throughout the approval process., Maintained strong relationships with clients, providing empathetic support during a challenging time.
  • Senior Sales Consultant, Greenstone Financial Services, 05/18, 12/19, Excelled in outbound sales, building rapport with new and existing clients to sell insurance products., Consistently delivered outstanding customer experiences., Demonstrated deep system knowledge across Evolve, Teams, and The Garage platforms.

Timeline

Senior Sales Manager - Commercial Finance

Valiant Finance
03.2024 - Current

Business Finance Team Leader

Valiant Finance
02.2023 - 03.2024

Senior Commercial Finance Manager

Valiant Finance
04.2022 - 03.2024

Senior Commercial Finance Broker

Valiant Finance
09.2020 - 03.2022

Business Banker (Secondment Partnership Program)

Westpac Group
01.2020 - 12.2020

Commercial Finance Broker

Valiant Finance
04.2019 - 08.2020

Senior Sales Consultant

Greenstone Financial Services
05.2018 - 12.2019

Senior Project Manager | Head of Sales

Bespoke Aquariums
02.2018 - Current

Remote Sales Institute (RSI) Certified

RG146 -

Kaplan University

Diploma of Leadership and Management -

ACCM
William Hurtis