Matt Herbert Email & Phone Number

Seeking clients looking to boost their monetisation revenues. ParkLogic mobilise technology to optimise returns and mitigate risk.

Belmont, Nsw, Au

• Facilitation of sales and referral training programs• Implementation of B2B solutions• Establishment of effective referral networks• Training advisers how to use strategic and consultative selling techniques• Achievement of sales targets• Problem Solving

Consistently exceeded sales targets in consulting to white collar professionalsSales management of consultants & recruitment responsibilitiesDevised business restructure to deliver 30% reduction in expenditureCreation of administration platforms and significant reference materials

Zurich, Zurich, Ch

Responsibilities:• Achievement of sales targets• Re-engage disenfranchised advisers • Provide sales leadership to the wider Life Risk sales team• Proactively grow the Zurich brand • Retain existing planners and actively seek new business opportunitiesAchievements:• Awarded 2010 Rookie of The Year in achieving 100% of 12 months sales target in 8 months• Awarded 2011 BDM of The Year for outstanding sales and contribution to Life Risk Sales team• Completed numerous training sessions for planners across the network• Successfully facilitated Business Insurance Workshops for key accounts

Responsibilities:• Proactively source and develop new business opportunities and retention of key clients• Systematic review of client fees to boost fee for service revenue rather than % of FUA• To ensure KNP Financial Solutions standing in the investment community• Build strong revenue sources (aside from Funds Management income) including risk and mortgage brokingAchievements:• Built a successful and robust business model which protected the business from market fluctuations• Successfully achieved approx. $160m in FUM over a 4yr period• Established strong referral networks as a result of ongoing training and client feedback

Melbourne, Victoria, Au

Responsibilities:• Service existing client base• Conduct client information seminars • Prepare and present financial plans for new clients• Liaise with branch staff to build referral network • Proactively source and develop new business opportunities • Retain and promote growth from existing client portfolio• Provide leads to retail banking divisionAchievements:• Consistently met and exceeded sales targets• Demonstrated initiatives to generate quality referral business from bank staff• Exceeded client retention targets• Demonstrated ability to plan and prioritize work flows unsupervised • Built sound relationships with senior staff and key decision makers

Sydney, Nsw, Au

Responsibilities:• Supervise branch comprising of 10 staff • Service and retain clients• Provide advice on lending, general insurance, life insurance and superannuation products• Prepare and Present key metrics/statistics to senior management• Assist with policy guidance and advice to network • Home loan, personal loan, general insurance sales, and superannuation targets exceeded • Conducted appraisals and development of staffAchievements:• 3 time winner of National Good Advice Award

Sydney, Nsw, Au

Responsibilities:• Management of 18 branches and 120 staff• Regional sales and service targets• Development of strong and efficient relationships between retail staff and other providers (i.e. financial planning, general insurance, AGC etc)• Cross sell all bank products and servicesAchievements:• Youngest Regional Manager in Australia• Foundation Member of the “Board Advisory Committee”• Piloted several initiatives prior to roll out across the country (i.e. staffing for service) • Significant improvement in all measurable objectives• Achieved "Outstanding" results on staff engagement surveys across the region

Diploma Of Financial Planning

Completed 1St Year Of Diploma Of Education, Elementary Education And Teaching

Hsc

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