Angus Mclennan Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

I currently lead a team of 17 retention specialists trustee managers and adviser registration management professionals across Australia and New Zealand, including a team of four in India. - Accountability of personal and team results and overall lapse rate- Development of the national phone-based activity plan- Developed the National Adviser Segmentation Model- Developed comprehensive Account Plans that were instrumental in identifying opportunities and driving business growth… Show more I currently lead a team of 17 retention specialists trustee managers and adviser registration management professionals across Australia and New Zealand, including a team of four in India. - Accountability of personal and team results and overall lapse rate- Development of the national phone-based activity plan- Developed the National Adviser Segmentation Model- Developed comprehensive Account Plans that were instrumental in identifying opportunities and driving business growth at a national scale- Involved and accountable for over 8 separation integration projects from AMP to Resolution Life in 2021, including technology, process and platform enhancements- Implementing change was a huge part of the transition from AMP Life to Resolution Life. - Heavily involved in the end to end implementation and management of quarterly business priorities and refined a backlog of process improvements using Agile.- Coordinate the delivery of appropriate product and systems training- Understanding the business line risk and compliance processes and implementing appropriate procedures- Developed account and contact plan with existing and new advisers with a retention focus and clear performance metrics, including customer and advisor satisfaction ratings- Act as a conduit between Resolution Life teams to achieve resolution of any issues or develop better working practices which help promote the Customer Back message through our intermediaries- Led the team in maintaining exceptional Service Standards to improve customer satisfaction and client retention, for example implementing a call centre strategy to alert clients of possibly policy lapses.- Utilised knowledge in Underwriting to guide decision-making processes and risk assessments at a national level- Implemented a standardised system custom built in SalesForce to track progress on all operational tasks, leading to increased productivity and streamlined processes. Show less

Melbourne, Victoria, Australia

Melbourne, Australia

I led a team of up to 40 staff across different functions – advisers, administration and retention, accountable for meeting business targets, KPIs, revenue and compliance measures.• Grew life insurance gross revenue considerably.• Implemented SalesForce and Omni Life into the Life Insurance business.• Recruited three Life Insurance consultants in Cape Town and eight in head office.• Launched the Existing Business and Retention Team.• Developed, coached and… Show more I led a team of up to 40 staff across different functions – advisers, administration and retention, accountable for meeting business targets, KPIs, revenue and compliance measures.• Grew life insurance gross revenue considerably.• Implemented SalesForce and Omni Life into the Life Insurance business.• Recruited three Life Insurance consultants in Cape Town and eight in head office.• Launched the Existing Business and Retention Team.• Developed, coached and performance-managed four team leaders.• Prepared detailed forecast and headcount for the General Manager and CEO.• Worked closely with internal stakeholders such as compliance, marketing, IT and HR to ensure process/change management was executed.• Partnered with product providers to provide process improvements, regular training and comply with commercial agreements.• Assisted with marketing content to increase SEO and drive web traffic.• Incentivised sales staff through the introduction of performance incentive programs and the maintenance of a positive culture.• Acted as Head of Sales in his absence. Show less

Melbourne, Australia

I dealt with a range of 150+ clients (adviser practices) to encourage them to sell the Asteron Life product. Even though I was an employee, I treated my role at Asteron as if I was self-employed and this guided every decision I made.• Exceeded ambitious personal sales targets every year.• Selected to managed and performance-coach Sales Support Officers. Modelled high levels of structure and organisation for other staff eg Ideal Week, Strategy-on-a-Page and 90-Day Plans.• Received… Show more I dealt with a range of 150+ clients (adviser practices) to encourage them to sell the Asteron Life product. Even though I was an employee, I treated my role at Asteron as if I was self-employed and this guided every decision I made.• Exceeded ambitious personal sales targets every year.• Selected to managed and performance-coach Sales Support Officers. Modelled high levels of structure and organisation for other staff eg Ideal Week, Strategy-on-a-Page and 90-Day Plans.• Received numerous nominations and awards for performance including:­ - A team award for Top State of the Year.­ - The second most successful BDM nationally on net new business written.­ - Finalist in the Suncorp “Search for the Unbelievable” awards. This was a national competition for innovation where the best ideas were presented to the CEO. My idea was a referral network for our advisers.­ - Best presentation during the company’s national Training and Development Week.• Presented Practice Development Masterclasses and tenders to clients.• Drafted an article on superannuation-funded insurance for Money Management, Asteron Life’s magazine.• Invited to join the Million Dollar Round Table (MDRT) Committee.• Acted as the State Manager while the incumbent was away. Show less

Brisbane, Australia

I carried a sales target to support and encourage AMP Financial Planners to sell insurance products. I dealt with 334 individual advisers educating them on product features, benefits and usage, and how to use and position AMP and AXA risk products.• Smashed all business sales targets selling a range of insurance.• Assisted clients to improve their sales eg:­ Provided tools such as Easywrite to assist planners in their interactions with customers.­ Analysed planners’ client lists… Show more I carried a sales target to support and encourage AMP Financial Planners to sell insurance products. I dealt with 334 individual advisers educating them on product features, benefits and usage, and how to use and position AMP and AXA risk products.• Smashed all business sales targets selling a range of insurance.• Assisted clients to improve their sales eg:­ Provided tools such as Easywrite to assist planners in their interactions with customers.­ Analysed planners’ client lists and prepared targeted marketing campaigns.• Acted as the feedback loop between planners and the Product Manufacturing business line to improve product and service offerings.• Provided insight to the business from monthly sales reports.• Developed staff through training, performance management and monitoring KPIs. Show less

Brisbane, Australia

Adviser support including following up adviser queries, product support (all Platform Products, Risk and Business Super), software support (including n-link and Riskfirst), Professional Development Days, presentations and joint appointments with the BDM’s.

Brisbane, Australia

• Key contact for the retail managed funds and alternative assets (up to eighteen managed funds/alternative assets)• Acting as the key relationship contact for the following groups: AON Australia, BT Financial Group, Perpetual, SilverStream and Leylands Private Asset Management• Building and maintaining adviser and support staff relationships• Providing adviser support including product related queries, following up adviser issues in relation to the Cash Management Trust and Managed… Show more • Key contact for the retail managed funds and alternative assets (up to eighteen managed funds/alternative assets)• Acting as the key relationship contact for the following groups: AON Australia, BT Financial Group, Perpetual, SilverStream and Leylands Private Asset Management• Building and maintaining adviser and support staff relationships• Providing adviser support including product related queries, following up adviser issues in relation to the Cash Management Trust and Managed Funds/Alternative Assets. Show less

Bachelor Of Business, Banking And Finance

Diploma, Financial Services

Education record