Bradley Millar Email and Phone Number

● Sales Development - Build relationships and identify opportunities with land developers● Ensure monthly KPI’s are met ● Meet and Greet new clients, build rapport and ensure they feel welcome ● Ensure high levels of customer satisfaction through excellent sales service● Actively seek and assess customers needs and provide assistance and information on home features● Go the extra mile to drive sales through building trust and guiding customers through the decision making… Show more ● Sales Development - Build relationships and identify opportunities with land developers● Ensure monthly KPI’s are met ● Meet and Greet new clients, build rapport and ensure they feel welcome ● Ensure high levels of customer satisfaction through excellent sales service● Actively seek and assess customers needs and provide assistance and information on home features● Go the extra mile to drive sales through building trust and guiding customers through the decision making process● Providing Estimates and Sittings ensuring Environmental, Physical and Legal factors are taken into consideration. ● Remain knowledgeable on products offered and discuss available promotions● Cross sell products● Work collaboratively with Head Office staff to ensure customer service needs are exceeded Show less

● Business development – development and execution of high impact business development strategies focused on expanding the IMB financial planning client base, as well as increasing brand awareness of products / services offered● Account management - maintaining and managing existing client base in a manner whereby high retention rates are achieved● Training & development – designed and delivered training to staff focused on identifying new business and converting into profitable revenue… Show more ● Business development – development and execution of high impact business development strategies focused on expanding the IMB financial planning client base, as well as increasing brand awareness of products / services offered● Account management - maintaining and managing existing client base in a manner whereby high retention rates are achieved● Training & development – designed and delivered training to staff focused on identifying new business and converting into profitable revenue streams ● Deliver training seminars as required to clients and relevant intermediaries on IMB products, changes to legislation, markets and personal circumstances relevant to IMB clients to educate and drive further and ongoing business● Strong emphasis on superannuation, wealth creation, retirement planning and aged care, assisting clients to make informed decisions about their retirement, and maximising their income streams● Managing internal and external relationships to deliver a comprehensive, competitive and quality service experience to customers● Provide superior service to existing clients including HNW through review of existing strategies/plans guiding clients to make decisions that meet their needs and objectives Show less

● Branch based planner specialising in the South West Sydney region● Provision of strategic financial advice in relation to various areas including Superannuation, Wealth Creation, Risk Management and Insurance, Estate and Taxation Planning ● Building relationships with external partners, maintaining relationships and building trust with existing clients ensuring their goals are achieved in order to optimise income, debt and wealth creation ● Training new and existing Westpac… Show more ● Branch based planner specialising in the South West Sydney region● Provision of strategic financial advice in relation to various areas including Superannuation, Wealth Creation, Risk Management and Insurance, Estate and Taxation Planning ● Building relationships with external partners, maintaining relationships and building trust with existing clients ensuring their goals are achieved in order to optimise income, debt and wealth creation ● Training new and existing Westpac Financial Planners on my business procedures and interview techniques resulting in a stronger team and referral base Show less