• Creating statement of advice and various other financial documents for clients• Providing holistic financial advice to a diverse range of customers • Participating in business development opportunities in the local community• Developing relationships with external partners to build wealth referrals• Maintaining effective call coverage and call rates to new and existing clients • Presenting education and information seminars to clients• Ensuring licensee compliance obligations and agreed minimum standards are met• Presenting sales focus session and coaching external partners• Maintaining and growing my ongoing service client base

• Creating statement of advice and various other financial documents for clients• Providing holistic financial advice to Westpac Bank’s customers • Participating in business development opportunities in the local community• Developing relationships with retail partners to build wealth referrals• Maintaining effective call coverage and call rates to new and existing clients • Presenting education and information seminars to clients• Ensuring licensee compliance obligations and agreed minimum standards are met• Presenting sales focus session and coaching retail partners• Maintaining and growing my ongoing service client base throughout my retail stores

• Creating statement of advice and various other financial documents for clients• Providing holistic financial advice to the National Australia Bank’s customers • Participating in business development opportunities in the local community• Developing relationships with retail partners to build wealth referrals• Maintaining effective call coverage and call rates to new and existing clients • Presenting education and information seminars to clients• Ensuring licensee compliance obligations and agreed minimum standards are met• Presenting sales focus session and coaching retail partners. • Maintaining and growing my ongoing service client base throughout my retail stores

• Ensuring product range is as per planograms for fixtures• Developing relationships with key store personnel to enhance promotional programs• Maintaining effective call coverage and call rates to new and existing clients • Managing the in store activities of merchandisers• Ensuring compliance to promotional programs and agreed minimum standards• Preparing monthly sales forecasts and reports relative to my sales territory• Maintaining and growing client account base throughout my sales territory • Negotiating store location displays and point of sale to achieve my sales quota

• Maintaining comprehensive company reporting systems and customer files• Negotiating and managing key contracts with private and public consumers• Maintaining customer confidence through skilful servicing of their account • Preparing official tenders and quotations for supply of new equipment• Executing sales campaigns and product launch’s• Planning and prioritising machine assemblies through the workshop • Building relationships with new and existing clients• Creating sales proposal invoices for financial institutions