William James
Surfers Paradise,QLD
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
7
7
years of professional experience
Work History
Finance Broker
Broli Finance
11.2019 - Current
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Worked with clients and finance companies to find optimal solutions for financing.
Foreign Exchange Broker
TOR-FX
05.2019 - 11.2019
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Created and implemented strategic trading approaches.
- Networked to identify potential new clients and expand geographic territories.
- Booking spot trades, forwards and market orders for existing and new clients
Foreign Exchange Broker
World-wide Currencies
11.2017 - 05.2019
- Discussed financial options with clients and provided informed suggestions.
- Managing a sales pipeline
- On boarding and dealing PFX and CFX Clients
- Successfully gaining repeat business through self-generated referrals
- Provide market updates for existing clients
- Met with members to understand goals and recommend solutions to fit specific needs.
New Car Sales Consultant
Eagers Mazda
05.2016 - 05.2017
- Outlined sales, warranty, and service procedures.
- Completed registration paperwork and sales documentation.
- Offered comprehensive knowledge of vehicle operations and brand features.
- Negotiated vehicle prices and secure financing for customers.
- Located desired vehicles at auctions and other dealerships.
- Demonstrated vehicles and features, and conduct test drives.
Education
High School Diploma -
St Mary's Catholic College
Maryborough, QLD11.2006
Skills
- Develop Proposals
- Transaction Recordkeeping
- Service Sales
- Prospect Leads
- Settlement Documents
- Commercial Lending
- Negotiation and Closing
- Credit score understanding
- Compliance adherence
surfing, BJJ, Muaythai, Fishing
I thoroughly enjoy Surfing, Fishing, Muay Thai and BJJ in my downtime they are great stress relievers and great for personal development.
Timeline
Finance Broker
Broli Finance
11.2019 - Current
Foreign Exchange Broker
TOR-FX
05.2019 - 11.2019
Foreign Exchange Broker
World-wide Currencies
11.2017 - 05.2019
New Car Sales Consultant
Eagers Mazda
05.2016 - 05.2017
High School Diploma -
St Mary's Catholic College
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