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.

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.

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.
• 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.
• 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.
• Presented Practice Development Masterclasses and tenders to clients.

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.
• 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.
• 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.

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
• 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