Jacob Swierc Email & Phone Number

Melbourne, Victoria, Australia

A proactive, driven and highly accomplished business development specialist recognised for accuracy, strategic ingenuity and insight in commercial and fiscal administration. Backed by years of experience in commercial finance management, budgeting & forecasting, customer relations, business planning & analytics, change management and stakeholder engagement across the Hospitality, Warehousing and Financial Services sectors. I thrive in mentoring teams, driving strategic objectives in business… Show more A proactive, driven and highly accomplished business development specialist recognised for accuracy, strategic ingenuity and insight in commercial and fiscal administration. Backed by years of experience in commercial finance management, budgeting & forecasting, customer relations, business planning & analytics, change management and stakeholder engagement across the Hospitality, Warehousing and Financial Services sectors. I thrive in mentoring teams, driving strategic objectives in business excellence and transforming strategic ideas into productive and rewarding results.In a highly evolving and constantly changing business environment, I stand among financial management innovators who drive the progress of continuous improvement by utilising superior analytical skills and effective organisational management capabilities. I am highly adept in delivering quality improvements and process optimisations to accelerate overall business success. I am adept at managing manifold programs and projects while maintaining the highest standards of quality in every undertaking. I am articulate, pragmatic, commercially minded, analytical and solutions-focused, with exceptional drive and enthusiasm. My years of experience in collaborating with customers and stakeholders at every level have improved my natural interpersonal and leadership skills, further enabling me to empower and reinvigorate teams in achieving organisational objectives. Show less

Melbourne, Australia

As the ever reliable and highly adept Business Development Associate for AustralianSuper, I am responsible for expertly attracting new contributing businesses as well as generating and pursuing new business opportunities through referrals. I serve as a member of the fund's Membership Group which focusses on the attraction and retention of members to the fund as well as growing membership by increasing the breadth of default fund coverage. I build a pipeline of opportunities by applying the… Show more As the ever reliable and highly adept Business Development Associate for AustralianSuper, I am responsible for expertly attracting new contributing businesses as well as generating and pursuing new business opportunities through referrals. I serve as a member of the fund's Membership Group which focusses on the attraction and retention of members to the fund as well as growing membership by increasing the breadth of default fund coverage. I build a pipeline of opportunities by applying the company’s sales methodology and situation opportunity plan.Whilst building employer-centric and compelling propositions, I pursue and manage relationships with key decision makers and influencers. I demonstrate and utilise refined emotional intelligence, a can-do-attitude and an ability to convert new sales through a hunter mentality and employ high level relationship management, negotiation and presentation skills. Finally, I perform various ad hoc and allied duties as needed in order to achieve company bottom-line goals. Show less

Melbourne, Australia

550 Collins St

Taking on the duties of the highly capable Director Wealth Adviser for ANZ Bank, I was responsible for attracting new contributing customers whilst actively generating and pursuing new business opportunities through referrals. I provided high-quality customer service and explored the customers’ current and future needs in order to offer and cross-sell tailor-suited products. I delivered wealth solutions for ANZ customers across Superannuation, Personal and General Insurance Products. Whilst… Show more Taking on the duties of the highly capable Director Wealth Adviser for ANZ Bank, I was responsible for attracting new contributing customers whilst actively generating and pursuing new business opportunities through referrals. I provided high-quality customer service and explored the customers’ current and future needs in order to offer and cross-sell tailor-suited products. I delivered wealth solutions for ANZ customers across Superannuation, Personal and General Insurance Products. Whilst maintaining strong stakeholder relationships to ensure quality leads were received, I identified wealth solutions and created other opportunities. I supported New-to-bank-Employees with coaching and training and adhered to strict Quality Assurance guidelines to avoid process and regulatory breaches. I identified triggers and further business opportunities through closed financial planning referrals whilst remaining a high performer and providing quality sales through General Advice. Show less

Diploma Of Financial Planning

Mastering Communication Online Program, Ensure Messages Are Retained And Remembered Using The Signature Diagnose, Design, Deliver Method.

Mastering Communication Online Program • Lift presentation design and delivery • Present and pitch without nerves, • Build influence.

Education record

Rg146 Superannuation, Superannuation

Skills Development Program, Presenting Solutions With Value

Gap Sell Training (Online Program), Business, Management, Marketing, And Related Support Services