Oliver Holt Email & Phone Number

Sydney, NSW, AU

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Bespoke Managed SolutionsOff the shelf SMAsWholesale Fund RatingsEvergreen Responsible Investment Grade

North Sydney, New South Wales, Australia

Servicing the IFA Network across a variety of dealer groups and boutiques across both NSW and ACT. Specialising in lead generation and Business insurance. Providing a "voice for the adviser" across Zurich and Onepath internally and externally through regular face to face and virtual meetings.

Performing well maintained face to face meetings with IFA and Bank Aligned channel. Presenting to corporates across the AIA offering across both IFA and BANCA channel. Liaising with internal and external with the hope to develop a strong integrated relationship internally and continually improve the work culture and working environment of those around me.

Sydney, Australia

Client Development Associate of the Year 2016. Servicing a panel across NSW and ACT IFA advisers over the phone. Exceeded target and build strong relationships across the network. Managing all aspects of adviser requests and business development. In this role for a short period, then was offered BDM role servicing face to face and regional advisers.

Supporting the BDMS within the NSW team across all adviser functions whilst they were on the road. Managing panels and relationships to help support and grown BDM exposure for their panel. Brilliant exposure to all aspects of underwriting, admin, product and sales techniques to lead into a BDM role.

Sydney

Managing Claims and processing payments across credit card and personal loans. Brilliant exposure to clients under challenging circumstances.

Dealing day to day with financial planners to achieve efficiency with their applications for Life Insurance for their clients. Building lasting reputable relationships to achieve optimal outcome for both the business and the end client.

Rg146, Compliant

Education record