Business Development Manager
Current
Aug 2021 - Present
AeroLeads people directory · profile
Greg Lee Email & Phone Number
Business Development Manager
at
Australian Retirement Trust
1 work email found
@australianretirementtrust.com.au
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Business Development Manager
Location
Greater Sydney Area, Australia
Who is Greg Lee? Overview
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Quick answer
Greg Lee is listed as Business Development Manager at Australian Retirement Trust, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at australianretirementtrust.com.au and a matched LinkedIn profile for Greg Lee.
Greg Lee previously worked as State Insurance Relationship Manager at Amp and Enterprise Retention Manager at Amp. Greg Lee holds Bachelor Of Commerce from Unsw.
Company email context
Email format at Australian Retirement Trust
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{first}.{last}@australianretirementtrust.com.au
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AeroLeads found 1 current-domain work email signal for Greg Lee. Compare company email patterns before reaching out.
Profile bio
About Greg Lee
Adept at leading a team or working as part of a team, I am always enthusiastic to bring my skills and experience to execute a variety of different roles within the finance and insurance industry. As a Business Development Manager, I have strong relationships between advisors, clients and key business partners which has reflected into stronger sales & retention figures and displays my passion for client engagement & retention.
Listed skills include Leadership, Customer Engagement, Customer Retention, Presentation Skills, and 5 others.
Current workplace
Greg Lee's current company
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6 roles
Greg Lee work experience
A career timeline built from the work history available for this profile.
State Insurance Relationship Manager
-Drive the sale & retention of AMP risk products and solutions to financial advisors, whilst maintaining low lapse rates -Displaying the highest levels of professional relationships with advisors, licensees and strategic partners -Provide retention and engagement campaign strategies through analytical insights and solutions-Project coordination of repricing and risk events
Apr 2019 - Aug 2021
Enterprise Retention Manager
-Drive customer insights through creative strategies and campaigns-Promote wider client engagement, retention and identify new sale opportunities for financial advisors-Lead workshops and strategic initiatives that increase key business drivers for practices and the overall organisation
Jun 2018 - Apr 2019
Business Engagement Manager
-Specialist state based role to proactively work with licensees and their advisers to embed best practice customer engagement in their businesses-Drive strong retention and contribute to growth in both the adviser's business and MLC Life insurance market share-Provide advisers with valuable insights and data analysis to build long term customer relationships, alignment of customer engagement strategies and collaborate to deliver critical business outcomes
Jun 2017 - Jun 2018
Financial Planner
-Assisting clients secure their financial future with unparalleled help, guidance and advice-Building strong relationships with referral partners, clients and support teams-Monitoring and controlling risk to ensure sustainable business and customer outcomes. Ensuring a compliance A rating for advice processes-Engaging in sales focus sessions and proactive presentations with referral partners, lenders and the wider financial planning team -Attaining high levels of sales targets and increased retention of clients through the wider network
Jul 2015 - Jun 2017
Platinum Case Officer
-Administering MLC insurance policies for platinum financial advisers-Liaison with platinum grouped financial advisers providing prompt resolutions to their queries -Direct communication between principal underwriters and QTC teams to deliver exceptional service to clients and financial advisers -Technology Change Champion for New Business
Jan 2014 - Jul 2015
2 education records
Greg Lee education
Bachelor Of Commerce
Unsw
Advanced Diploma, Financial Planning And Services
Kaplan Professional
FAQ
Frequently asked questions about Greg Lee
Quick answers generated from the profile data available on this page.
What company does Greg Lee work for?
Greg Lee works for Australian Retirement Trust.
What is Greg Lee's role at Australian Retirement Trust?
Greg Lee is listed as Business Development Manager at Australian Retirement Trust.
What is Greg Lee's email address?
AeroLeads has found 1 work email signal at @australianretirementtrust.com.au for Greg Lee at Australian Retirement Trust.
Where is Greg Lee based?
Greg Lee is based in Greater Sydney Area, Australia while working with Australian Retirement Trust.
What companies has Greg Lee worked for?
Greg Lee has worked for Australian Retirement Trust, Amp, Mlc Life Insurance, National Australia Bank, and Mlc Australia.
How can I contact Greg Lee?
You can use AeroLeads to view verified contact signals for Greg Lee at Australian Retirement Trust, including work email, phone, and LinkedIn data when available.
What schools did Greg Lee attend?
Greg Lee holds Bachelor Of Commerce from Unsw.
What skills is Greg Lee known for?
Greg Lee is listed with skills including Leadership, Customer Engagement, Customer Retention, Presentation Skills, Data Analysis, Team Organisation, Communication, and Financial Services.
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