Resume- trainer129
INDUSTRY & POSITION:
FINANCE / SERVICES
MANAGEMENT
CUSTOMER RELATIONS
MARKETING
NAME: Not available for viewing
Company / Trading name: n/a
STREET ADDRESS: Not available for viewing
COUNTRY: Victoria, Australia
PHONE: Not available for viewing
FAX: Not available for viewing
EMAIL ADDRESS: send your job details along with Trainer Ref 129 to jobvacancy@strategic-services-aust.com
and we will forward your details to the applicant.
EMPLOYMENT HISTORY:
Current Role : TRAINING DELIVERY MANAGER - Vic April 2002 -
Responsibility
To deliver training, continuously develop and improve material and the benchmark offering,
for aligned and Dealer Group advisers. [Similar profile a per DBOS, Zurich Aust]
CORPORATE TRAINER - Vic , Tas & S.A. Oct 2000 - Feb 2002
Dealer Back Office Services [a subsidiary of Zurich Financial Services]
A Dealer Back Office services offering to Financial Planners.
Responsibility
To deliver training, and continuously develop and improve the benchmark
Financial Planning applications offer of the back office services. This
includes assimilation into the business operation of the target group :- financial intermediaries and accountancy practices.
Achieved by
Conducting sessional Introductory courses for new clients.
Conducting sessional/customised Advanced training courses, by module format.
Assimilating applications into business practices, on site, as determined by practice needs & objectives.
Reviewing and amending course content, material and delivery on an ongoing basis to ensure effective training results.
Achievements
Positive feedback on the training experience from participants
Functional and effective session material created and utilised
Preferred contact point for some business practices through developed relationships
All courses conducted as required and follow up attended to ensure effective communications
EMPLOYMENT HISTORY 2:
RELIEVING STATE MANAGER - VIC,TAS & SA [& Project marketing] - May - Oct 2000 -Contract Aon Financial Adviser Services
A National General Agency Management Group providing Sales, Business and Marketing support and product offerings to Financial Advisers and Financial Planners.
Responsibility
To manage the day to day operations and maintain unit focus on the delivery of Adviser services including business, marketing and sales support, in the incumbent State Manager's absence.
Achieved by
Managing operational matters on a day to day basis.
Communications and maintaining marketing initiative momentum with key persons in specific businesses and Associations.
Maintain relationships with Insurers providing exclusive product arrangements.
Achievements
Adviser communications maintained and business issues attended to
Enhancing marketing plans and material for selected Association groups.
Business Practice analysis recommending appropriate strategies.
MANAGER : MARKETING TECHNOLOGY 1996 May 2000
Albert Park Managing Agency
A management services group providing consulting and marketing services to Financial Adviser businesses.
Responsibility
To improve business operations, marketing and increase earnings/profitability through effective use of technology resources and appropriate training.
Achieved by
Consultation through understanding of business plans & objectives.
Recommending client database marketing & business technology applications
Conduct tailored training to suit business, staff & business principal.
Establishing close working relationships to work within the marketing direction of the business.
Training plans as needed, in tandem with changes and recommended enhancements.
Achievements
Results monitored training conducted for business needs.
25 businesses categorised as high touch category.
85% of these improved functionality with technology enhancements.
VICTORIAN TELEMARKETING & OPERATIONS MANAGER 1994-5
Australian Kidney Foundation
A national charitable organisation, encompassing fundraising, sponsorship and educational functions.
Responsibility
Day to day operations and co-ordination of business activities, corporate sponsorships, together with the marketing and implementation of fundraising programs.
Achieved by
40 staff and 2 managers reporting to me.
Attention to balancing project targets with staff welfare and team goals.
Creating relationships with external sponsors, publishers, and marketers, to meet project deadlines.
Recruiting, training and coaching for required outcomes through suitable telemarketing staff.
Achievements
Three major campaigns planned, coordinated and implemented.
Marketing and associated material created and ready by project plan dates.
Telemarketing systems improved and accountability for results improved.
Developed and implemented computer monitoring system for project results to budget reporting.
Staff quality standards reinforced through creating & conducting appropriate training.
EMPLOYMENT HISTORY 3:/ SUMMARY:
REGIONAL MANAGER 1993
Manchester Unity
A major supplier of Health Insurance services and financial products, distributed both directly and through various intermediaries.
Responsibility
Manage operations, budgets, revenue, staff and the public profile of the company.
Achieved by
Attention and diligence in managing the setting and monitoring of budgets
Conducting weekly training and skills review.
Public / Community awareness programs, special interest contacts, funding pledges and relationship building.
Achievements
Exceeded four of the five principal budget target segments.
Through relevant and specific marketing, developed and maintained appropriate community group awareness.
DIVISIONAL OFFICE AGENCY MANAGER 1989-93
National Mutual Life Association
A major Financial Services group within the insurance services industry.
Responsibility
Managing the operations, administration and customer services. Maximise sales opportunities and assist
the sales performances of the sales advisers through training and guidance.
Achieved by
Training and developing the skills of sales advisers.
Continual review of administration operations and monitoring of budgets.
Capitalising on marketing opportunities for the sale of the groups products and services.
Achievements
Developed and conducted career induction training course.
Developed and conducted skills consolidation training programs.
Reached specific recruiting targets [1989] to qualify and attend overseas convention.
Established office processes in tandem with the introduction of technology.
Promoted & introduced the application of database marketing to new users.[ Fin advisers ]
TECHNOLOGY IMPLEMENTATION & TRAINING MANAGER
National Mutual Life Association
Previous roles - National Mutual Life Association
Management and Administration - Customer Service and Sales Distribution
QUALIFICATIONS:
Dip Fin Services [Fin Planning] 2003
Other -
Adv Dip FS : 2 , 2003
Agency Management Course
Cert IV Workplace Training 2001
Wilson Learning Counsellor Selling
Product Accreditation [AXA] 2000
-Versatile Salesperson
Certificate of Marketing 1999
Train the Trainer
Dip Aust Insurance Institute : 1
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