David Moat Email & Phone Number

Auckland, Nz

Auckland, New Zealand

Leading a talented team of specialists, I design and implement training frameworks that empower advisers to grow professionally. I focus on promoting career advancement, creating induction programs, and tailoring training sessions for sales teams. By leveraging data-driven coaching and quality assurance systems, I ensure advisers deliver excellent client service. Collaboration across product, tech, and operational teams is central to optimising performance and meeting company goals.

Auckland, New Zealand

I led a team to develop an adviser training program that improved insurance advice and customer outcomes. My role involved managing quality assurance, guiding strategic initiatives, and implementing change initiatives to adapt to regulatory shifts. By building strong relationships with stakeholders, I helped align business strategies, ensuring high-quality service and compliance at all times.

Auckland, New Zealand

This is a fun and varied position which allows me to focus on positive customer engagement and outcomes. I manage the advice process, customer proposition and the Insurance Specialist training frameworks.My team create and implement change initiatives focusing on improving life insurance advice processes and the customer journey. We also build and maintain the capability of our distribution team.

Auckland, New Zealand

I provided tailored insurance advice to clients, strengthening client relationships while addressing both individual and business needs. As Project Coordinator on the Insurance Specialist Proposition Steering Committee, I played a key role in improving insurance services. I also led personal development initiatives that increased team engagement and contributed to better customer outcomes.

Auckland, New Zealand

I built long-lasting client relationships by providing personalised insurance solutions and conducting thorough risk assessments. My role included evaluating insurance products, ensuring regulatory compliance, and presenting effective solutions that met clients' specific needs. I focused on delivering exceptional service while growing client portfolios through cross-selling and upselling strategies.

Durban, Kwazulu-Natal, South Africa

II drove client engagement and sales by marketing Momentum Life's products, analysing market trends, and tailoring marketing strategies to meet business objectives. My role focused on building strong relationships with clients, delivering product presentations, and developing actionable marketing ideas that boosted sales and enhanced customer satisfaction.

I was responsible for the employment, training and coaching of direct sales agents. Direct sales agents were tasked with cold call selling of entry level banking products to the previously unbanked market.Careful interviewing was completed to ensure that the correct profile individuals were employed. Conducting induction training and setting up and facilitating product and legislative training process with external trainers.Monitoring and reporting of sales with the sales.Onsite visits with the direct sales agent to give on the job guidance and coaching. At any point there were 40 direct agents in my area. I worked closely with the client to ensure that the strategies and initiatives were rolled out effectivelyAny communication which has to take place was done in a prompt an effective manner to off-site sales staff.Ensure that the ultimate goal of the client is achieved through effective partnering. Corrective action taken for misconduct and recognition for exemplary achievements.

New Zealand Certificate In Financial Services Level 5 (Financial Advice), Financial Planning And Services

New Zealand Certificate In Financial Services Level 5 (Life And Health), Financial Services

Education record