Greg Lee Email and Phone Number
Greg Lee work email
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Greg Lee personal email
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.
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Business Development ManagerAustralian Retirement Trust Aug 2021 - Present
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State Insurance Relationship ManagerAmp Apr 2019 - Aug 2021Sydney, New South Wales, Au-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 -
Enterprise Retention ManagerAmp Jun 2018 - Apr 2019Sydney, New South Wales, Au-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
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Business Engagement ManagerMlc Life Insurance Jun 2017 - Jun 2018Melbourne, Vic, Au-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 -
Financial PlannerNational Australia Bank Jul 2015 - Jun 2017Melbourne, Victoria, Au-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 -
Platinum Case OfficerMlc Australia Jan 2014 - Jul 2015North Sydney, New South Wales, Au-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
Greg Lee Skills
Greg Lee Education Details
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UnswBachelor Of Commerce -
Kaplan ProfessionalFinancial Planning And Services
Frequently Asked Questions about Greg Lee
What company does Greg Lee work for?
Greg Lee works for Australian Retirement Trust
What is Greg Lee's role at the current company?
Greg Lee's current role is Business Development Manager at Australian Retirement Trust.
What is Greg Lee's email address?
Greg Lee's email address is gr****@****.com.au
What schools did Greg Lee attend?
Greg Lee attended Unsw, Kaplan Professional.
What skills is Greg Lee known for?
Greg Lee has skills like Leadership, Customer Engagement, Customer Retention, Presentation Skills, Data Analysis, Team Organisation, Communication, Financial Services, Sales.
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