Mark Sheldon Email & Phone Number

Sydney, Nsw, Au

Sydney

Accountable for assessment of financial impacts of retail life insurance reform and development of transition strategies; accountable for retention of broader retail risk portfolio and expansion of materially successful Retail Customer Retention Program; accountable for delivering new business growth functionality and initiatives; multiple internal and external stakeholder management to achieve business outcomes

Sydney

Accountable to assist the GM Retail Advice to deliver on priorities and programs across the business; designed and implemented an end-to-end Retail Customer Retention Program, resulting in a significant retention improvement and material contribution to underlying profits; accountable for developing new business growth initiatives, including repricing for target segments; responsible for managing communication across the business; multiple internal and external stakeholder management to achieve business outcomes

Sydney

End-to-end accountability for life distribution via Independent Financial Adviser and Aligned Channels; management of state based teams; implemented new sales, performance management and monitoring processes; implemented new key adviser partnership and new business retention strategies

Sydney

End-to-end accountability for the Retail Advice, Wholesale Life, and Superannuation and Investment businesses marketing. Included: new value propositions for lines of business; finalising retail segmentation and developing distribution strategy; building Retention Programme capability and management of Retention Specialists

After intensive global research, delivered strategy for an innovative, bold financial services group, focused on adding material customer value through distribution and service efficiencies (direct, intermediated and e-commerce). Worked with Group CEO to implement significant change management programmes, transforming a loss-making, single-product business into a profitable multi-proposition group. Chair of Group Compliance

Worked extensively with distribution teams of major corporates (Comminsure, AIG, Aviva and TOWER) in developing and implementing distribution strategies – delivering significant growth outcomes. Worked with NMG Australia to deliver retail and wholesale life ‘Business Quality Management Programmes’ for both independent advisers and Dealer Groups.

Redefined TOWER Australia’s strategic positioning as a market leading risk provider with clear value propositions. End-to-end marketing accountability. Responsible Manager and Director of Superannuation Companies.

Successfully rolled out a new trans-Tasman ‘TOWER master brand’ with all associated campaigns - necessitating significant key stakeholder management/ change management across multiple companies and Boards

Education record

Ballb, Law