About iExtend partners with Australians, their advisers and their insurers, to extend their life insurance in the years when they need it most. As the Distribution Manager QLD at iExtend Holdings Pty Ltd (iExtend) I am responsible for working with financial advisers, their dealer groups and their clients. I am a highly regarded and well-respected professional known for my reliability and dedication to high quality work standards. I have extensive experience in Business Development, Sales and Distribution, Strategic Business Planning and Implementation.Over the past 30 years in the financial services industry I have developed strong Networking, Relationship Building, Client/Stakeholder Engagement, Leadership, Management and Training and Development skills.Learn more about my current contribution to the insurance industry by visiting https://i-extend.com.au/Experience Distribution Manager QLD at iExtend Holdings Pty Ltd. iExtend partners with Australians, their advisers and their insurers, to extend their life insurance in the years when they need it most. Find out more by visiting https://i-extend.com.au/

Insurance Specialist- Met and exceeded sales target from previous year- Grew BT footprint by onboarding 38 new to BT advisers - Rapidly developed quality key relationships with actuary, underwriting, new business administration to collaborate on non-standard risk- Coached broader team to assist them to grow BT footprint in Queensland- Successfully maintained growth through COVID despite inability for face to face meetings

- Consistently one of top three BDM’s nationally for 7 years- Grew a sustainability book of long term profitable business (70% lump sum, 30% income protection)- Specialised in Business Insurance risk with key advisers

- Built relationships with potential clients by seeking out their needs and offering solutions that the company provides.- Attracted interest in products and services by advertising, networking, developing relationships, and listening to feedback.- Established goals to ensure that all targets are met and team members are performing to the best of their abilities.- Maintained client satisfaction by ensuring that the quality of products and services satisfy the needs of new and existing clients.- Demonstrated in-depth knowledge of business products and value proposition

- Managed four Business Development Managers to provide assistance in identifying insurance opportunities.- Facilitated insurance training and presentations throughout Queensland and in a national level for Proactive Integration Programs.- Forged and maintained good working relationships with clients to contribute to sales performance.Introduced new products and promoted them through regular visits and communication with intermediaries.- Addressed and resolved escalated issues to ensure that a satisfactory resolution is achieved.- Oversaw the team’s progress to ensure that members meet or exceed goals consistently

- Conducted various assessments to define and analyse possible financial risks.- Evaluated the gravity of each risk by considering its consequences.- Designed processes to eliminate or mitigate potential risks.- Formulated contingency plans to manage crises in the most effective way possible.- Reviewed existing policies and procedures to identify weaknesses and address them accordingly.