I am focused on building and maintaining key relationships with Licensees and their Management Teams, Industry Super Funds, relevant Research personnel, and external advisers to develop Approved Product List opportunities for the distribution of BT Life Insurance products.

Achievement of State Sales and retention targets for BT Platforms (BT Wrap, BT Panorama & Asgard) and BT Life Insurance distributed via Internal Financial Planners, Aligned Licensee Advisers and External Financial Advisers.Maintain key Licensee and Adviser relationships as well as collaborate with all relevant internal stakeholders.Assist develop National sales strategies and provide input into BT Product and service design and develop and execute State sales strategies to support National strategies and campaigns.Lead, coach, and mentor a team of 16 sales and distribution professionals.

Achievement of State Sales target for BT Life Insurance sold via internal Financial Planners, Aligned Licensee Advisers and External Financial Advisers. Formed the distribution team that launched BT Life Insurance to the External Financial Adviser market.Build and maintain relationships with State Licensee management and key advisers.

Achievement of an annual Economic Value Added (EVA) target for my Adviser Panel through sales of Navigator Platform, Navigator Corporate Superannuation, and Aviva ProtectionMaximise effective adviser activity and exceed Activity targetsProspect within assigned geographic regionsDevelop and maintain Key Dealer Group and Adviser relationshipsPresent at PD Days, conferences, client seminars, adviser workshops/seminars etcTake responsibility for resolution of escalated administration and service issues.

Achievement of State Sales targets for Navigator Platform, Navigator Corporate Superannuation and Aviva Protection productsMaintain Key Account (External) and Key Internal relationshipsCo-ordinate Super Achievers, Retirement Income Achievers and Practice Achiever groups (Sales, marketing, and Practice Management workshops for IFAs across Corporate Super, Retirement and Investment Planning and Practice Development for Boutique AFSLs)Present at PD Days, conferences, adviser workshops/seminars etcAssist develop National sales strategiesDevelop and execute State sales strategies to support and compliment National strategies and campaignsManage and operate within State Expense budgetLead, manage, coach and develop team of 12 sales and distribution professionalsRecruit and induct new employees as required.

Achievement of WA and SA Sales targets for Norwich Union Retail Investments, Norwich Union Corporate Superannuation and Aviva Protection productsMaintain Key Account (External) and Key Internal relationshipsCo-ordinate Super Achievers for both States (Corporate Super Sales and marketing workshops for IFAs)Present at PD Days, conferences, adviser workshops/seminars etcProvide input into State and National sales strategiesProvide adviser feedback on Norwich Union products and services, and competitor activity to Head OfficeLead, manage, coach and develop team of 7 sales and distribution professionals (including remote management of the SA team).

Responsible for achievement of State Sales targets for Portfolio Partners Retail Trusts, Norwich Union Retail Investments, Norwich Union Business Superannuation and Norwich Union Protection products.Maintain Key Account (External) and Key Internal relationshipsCo-ordinate Super Achievers (Corporate Super Sales and marketing workshops for IFAs)Present at PD Days, conferences, adviser workshops/seminars etc.Lead, manage, coach and develop team of 4 sales and distribution professionals

Achievement of Perth Area FUM and Insurance targets.Lead, manage, coach and develop team of 6 Personal Client Advisers (Premium Service), 9 Financial Planners and 8 Investment Consultants.Establish and manage key internal stakeholder relationships.Ensure team compliant with Bank and Industry standards.

Responsible for achievement of Business Superannuation Mastertrust, Super Bond (for SMSFs), and Business Loan Protection Insurance sales targets. Achieve inward referrals and activity targets.Provide cross-referrals to other divisions of Commonwealth Bank.Retain and grow existing Business Superannuation plans.Provide on-going service to employers and policy committees, with advice on fund benefit design, legislation, group insurances (life and salary continuance) and industry trends.Member education seminars and annual review presentations.Maintain strong and harmonious relationships with all referral sources and stakeholders within Commonwealth Bank.