Jason Milosevski Email and Phone Number
PPS Mutual exists solely for the benefit of our Members and PPS Mutual Products are only offered to a defined group of Professionals. We operate on a mutual model, meaning we have no Shareholders. As a member of this Company I proudly represent, you share in its ownership. I've been in the Financial Services Industry for 17 years now and during my time, I've seen a heap of change, especially within the Financial Advice space. Having seen cancer touch family members and the detrimental effects these traumatic events have, this has further reinforced to me why I'm so passionate about Insurance and the pivotal role Financial Advisers play in ensuring every day Australians and their Families have the appropriate cover. My previous role as a BDM with Zurich provided me exposure and experience to advisers businesses and was a fantastic platform for me to build up my skill set and work toward my most recent role as a State Manager at Synchron Financial Services.Having now been exposed to both the Product Provider and AFSL Worlds, I have a solid level of knowledge and experience that I've built up which I can now put to practice in my current role as a Senior Business Development Manager at PPS Mutual.I continue to remain passionate about assisting advisers with growth strategies and business tips, ensuring my advisers are supported and equipped with various business tools I'm privy to, so as they can focus on helping their clients in delivering strong, meaningful solutions.My own service proposition can be broken down as follows :1) Strong service delivery, build and maintain strong relationships and promise to do what I say I will do2) Product/Technical support, adding value to advisers and their businesses through tips and hints on client engagement, building my social media presence along with ways advisers can showcase what it is they do (value of advice).Recent surveys have shown that Australia is one of the few developed nations in the world that is highly underinsured.It is estimated that at least 20% of the Australian population between the ages of 21 and 64 will suffer some unfortunate event in their lives that will leave them incapable of working - A scary fact!And so I now commence a new and exciting chapter in my professional career with PPS Mutual, a growing, emerging, innovative and unique Insurance Provider.
Pps Mutual
View- Website:
- ppsmutual.com.au
- Employees:
- 27
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Senior Business Development ManagerPps Mutual Nov 2020 - PresentMelbourne, Victoria, AustraliaAs a Senior BDM at PPS Mutual, I'm responsible for maintaining existing Adviser relationships with a carefully selected group of Accredited Financial Planners who already actively use and recommend PPS Mutual Products for their clients, as well as providing Business Development support that may be required. I'm also responsible for raising awareness of the PPS Mutual Offering and Value Proposition within the broader Adviser Market, identifying Financial Planners who deal with clients that compliment the niche market that PPS Mutual specialise in (Medical, Industrial and Commercial & Legal), and building relationships.Finally, another exciting element to my role is being given the opportunity to work alongside PPS Mutual State Manager Shadia Kouzma, and assist with the mentoring of new BDMs as the VIC/TAS Sales Team gradually expnads.
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State Manager VictoriaSynchronised Business Services Pty Ltd Oct 2015 - Nov 2020Melbourne, Victoria, AustraliaSynchron is the largest independently owned dealer group in the market with a very strong and attractive offer. During my time at Synchron, the Dealer Group entered a major growth phase here in Victoria. As the State Manager for Synchron Victoria, my primary focus was to source new prospective Financial Advisers and recruit these Advisers across to Synchron, as well as managing and supporting the existing Advisers. I was proud of the various initiatives and value add activities I introduced for the State such as 'Masterminds, Masterclasses and Peer to Peer networking events. I was able top grow Synchron Victoria to a total of 160 Advisers as at November 2020, and recruited in excess of 100 Advisers across 5 years. all of whom were put through a rigorous due diligence process and background check. -
Business Development ManagerZurich Financial Services Australia Feb 2013 - Oct 2015Melbourne, Victoria, AustraliaAs the Business Development Manager for the VIC region, I was responsible for managing adviser relationships across various dealer groups along with generating business through discussions with advisers around the benefits within Zurich’s products and offering. -
Business Development AssociateZurich Financial Services Australia Aug 2012 - Feb 2013Melbourne, Victoria, AustraliaResponsible for building and establishing relationships with new and existing advisers through promotion of Zurich's service offering and Insurance Products. This role was phone based and a terrific launching pad into a BDM role.
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North Service Centre Team ManagerAmp Jul 2010 - Aug 2012Melbourne, Victoria, AustraliaResponsibilities Included:• Managing a team of 20 staff, which are trained to handle inbound calls and admin• Daily management of service level agreements which include; Average Speed of Answer (ASA), Average Handling Time and real time monitoring of Genesys, CC Pulse.• Review, assess and sign-off on specialist tasks involving; Death Claims, Financial Hardship and Permanent Incapacity withdrawals.• Implementation of Administration processes and procedures to support quality output and service sigma• Scheduled rosters, annual Leave & personal leave management• Responding to Client and Adviser complaints via phone/email/mail in a timely manner• Providing Subject Matter Expert (SME) knowledge to the Platform Consolidation Team & AMP Directors (AXA-AMP Integration) on software and processes used on our Platform.• Overseeing recruitment phases and conducting interviews• Maintaining and developing a high level rapport with key internal and external stake holders• Motivate and drive the Team in achieving it’s KPI’s• Maintaining quality in the output of workflow whilst meeting the customer’s expectations in a timely manner.• Develop, coach & train team leaders/direct reports• Provide quarterly high level summaries of Service Level Agreements (SLA) to the board on service metrics• Work through various initiatives that form the Operating Plan (OPS Plan) -
North Service Centre ConsultantAmp Oct 2008 - Jul 2010Melbourne, Victoria, AustraliaResponsibilities Included:• Maintain high level of service and efficiency.• Handling inbound phone calls and completing administrative tasks• Assisting advisers/clients visualise what they want• With my Service background, provided a high level of service to clients• Provide Online support to advisers and clients via remote assistance• Follow up on inquires from advisers and provide solutions in a timely manner• Provide excellent customer service to ensure overall experience is positive• Build customer relations (internal and external)• Day to day dealings with AXA’s sales force (BDM’s/BDC’s/BDO’s) to ensure adviser’s• Outline the features & benefits of the North product when prospective advisers & clients Gain an in-depth understanding of the product and platform• Assist in the establishment of the North Service Centre (NSC) processes and procedures• Assessing complex specialist tasks such as; Financial Hardship, Death Claims• Visiting high valued advisers to provided additional support and training when required• Working towards deadlines and providing weekend support when required• Providing general advice to customers in support of our business• Cross-train colleagues• Take on senior responsibilities (managing the team, overseeing overall operation)
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Business Development OfficerAmp Mar 2007 - Oct 2008Melbourne, Victoria, AustraliaResponsibilities Include:• Assistance with the achievement of sales targets via the provision of a range of support services to Business Development Managers and by developing and maintaining relationships with distributors and advisers• Making appointments with financial advisers, for Business Development Managers (BDM’s)• Providing Sales reports to Regional Managers and BDM’s• Sending out monthly Investment Fund Reports and Performance figures to advisers• Provision and co-ordination of a range of administration, marketing and other support services to colleagues in the State Sales Office and to distributors• Liaising between distributors and relevant AXA departments• Maintenance of distributor data base• Provision of product and some technical support/advice• Managing 3 BDM’s day’s through adviser appointments, sales targets• Ensuring each BDM knew where they sat with their targets, and how much sales and funds were required to meet /exceed set targets
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Customer Solutions Consultant, Retention TeamAxa Oct 2005 - Mar 2007Melbourne, Victoria, AustraliaResponsibilities Included:• Providing product information & options to clients wishing to cancel AXA policies, or withdraw their funds. Then performing a needs analysis to offer clients appropriate solutions• Remaining Complaint by completing monthly assessments on-line through Tribeca, so that I could keep up with legislative changes in the financial services sector, and remain compliant in order to continue providing general advice to AXA clients• Ensuring the satisfaction of AXA clients through providing efficient service against our competitors• Actioning client internet enquiries and following up requests from customers submitted on-line• Striving to achieve and exceed targets for Funds under Management retained within the team, and receiving monthly incentives• Outlining to our customers the benefits and features of our products with the aim of ensuring people retain funds with AXA• Re-establishing adviser-client relationships by informing customers that they have AXA representatives who are there to assist and provide financial advice• Using initiative to add value to my Team’s processes and procedures, by forwarding a business proposal to conduct external visits to AXA advisers. This involved face to face visits with our representatives, finding out if there were ways to improve our current dealings with clients. As the Customer Solutions Team is the front line with customers deciding whether to retain money within the organisation, we needed to ensure we were professional and efficient -
Business Super, Ac &L And Retirement Security Planning Call Centre ConsultantAxa Mar 2003 - Oct 2005Melbourne, Victoria, AustraliaResponsibilities Included:• Providing assistance to AXA clients, employers and advisers in relation to their superannuation and Life insurance policies• Keeping up to date with legislative changes & implementations• Providing efficient service and appropriate solutions to meet customer’s needs and satisfaction• Ensuring complaints and escalated phone queries were dealt with in the appropriate manner and directed towards seniors when required• Meeting Call Quality targets every month which were set at 87%. Also relied upon for staff training and mentoring
Jason Milosevski Skills
Jason Milosevski Education Details
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Diploma Financial Services -
Doncaster Secondary CollegeHigh School Diploma
Frequently Asked Questions about Jason Milosevski
What company does Jason Milosevski work for?
Jason Milosevski works for Pps Mutual
What is Jason Milosevski's role at the current company?
Jason Milosevski's current role is Senior Business Development Manager at PPS MutualFootball Lover, Junior Soccer Coach, Manchester Utd Fan !.
What schools did Jason Milosevski attend?
Jason Milosevski attended Kaplan Business School, Doncaster Secondary College.
What skills is Jason Milosevski known for?
Jason Milosevski has skills like Networking, Management, Relationship Building, Business Development, Training, Business Relationship Management, Customer Service, Recruiting, Business Networking.
Who are Jason Milosevski's colleagues?
Jason Milosevski's colleagues are Vishal Seecharan, Khutso Makua, Fika Ngcwabe, Ignitious Sithole, Zalman Ratzemore, Sophie Gacomi Katsidis, Mishka Davids.
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