Michelle O'Connell Email & Phone Number

Auckland, NZ

Auckland, New Zealand

New Zealand

Auckland, New Zealand

Auckland, New Zealand

Responsible for negotiating and implementing provider agreements. Providing leadership/training to existing SHARE Advisers and support staff and recruitment of new Advisers. Targeting and building new relationship opportunities and negotiating with key partners. Managing compliance/regulation and adviser audits. Enhancing adviser technology, compliance.

Takapuna

Responsible for managing national sales and operations teams. Implementing sales and marketing strategies, recruiting and developing advisers. Identifying and leading implementation of operational and productivity initiatives. Coaching and leading operations staff across group to increase operational efficiencies. Identifying new business opportunities for.

Auckland

Responsible for recruiting and supporting advisers in the Newpark Group, whilst providing value to key partners. Expand the range of income producing value adds to Newpark’s overall value proposition. Create and manage Newpark’s New Adviser Academy.

Auckland, New Zealand

Training, coaching and leading a sales team to achieve sales targets. Implementing strategies to identify new sales opportunities and creating a dependency on Sovereign. Developing and building strong relationships with internal and external stakeholders as well as other financial service providers. Promoting Sovereign’s products and services - Personal.

Auckland, New Zealand

Responsible for promoting Sovereign’s products and services. Prospecting for new business, increasing sales and creating a dependency on Sovereign through appropriate development of existing adviser businesses and recruiting new advisers. Developing strong relationships with advisers and key partners.

Auckland, New Zealand

Responsible for supporting adviser businesses with Sovereign technology solutions. Creating a dependency on Sovereign through appropriate development of key adviser sites through training and implementation. Demonstrating CRM advantages to manage marketing campaigns resulting in increased sales opportunities.

Auckland, New Zealand

• During this period held several positions including:
• Technology Support Officer
• Trainee Investment Product Adviser
• Superintendent – Agency Operations Adviser
• Senior Clerk – Customer Support
• Branch Administrator – Invercargill