Ryan Edwards Email & Phone Number

New Zealand

The Adviser Platform - helping you grow a successful and profitable business by focusing on what matters.We know what it takes to be an adviser. We also know you didn’t get into the industry to spend your days stuck behind a computer. TAP gives you the opportunity to focus on providing a proactive value-adding service for better business outcomes.To find out how TAP can improve the value of both your time and your business, visit http://tapnz.co.nz/ and get in touch.

Market Place, Viaduct Harbour, Auckland

Worked hard to grow the exciting Generate KiwiSaver Scheme in the rapidly evolving NZ market.Reporting to the CEO, responsible for building and utilising strategic relationships across NZ (notably with professional adviser organisations such as the PAA and IFA), to drive market awareness and business development opportunities throughout New Zealand.Expanded the third party distribution network from 60 advisers to 925 advisers as at 30 June 2017, including all training, contractual arrangements, and ongoing development. Increased productivity of active advisers by 80% after redesigning all training material and process guidelines. Worked with advisers to further develop accountability and ownership over their businesses. Proud to have worked with a team that saw Funds Under Management (FUM) grow from $300,000 when I joined the company to $700m as at Feb 2018. Membership grew from 370 to 42,000 during the same period.Provided ongoing leadership to foster a culture of exceptional client service, respect, accountability and goal setting. As the ‘face of Generate,’ influential in the company being awarded Investment Provider of the Year in 2015 & 2016 (by the Professional Advisers Association). Criteria was broad and looked not only at the product, but training, adviser development and service. Very proud to be voted "Investment Product Provider Representative of the Year 2017" by the Professional Advisers Association.Used data analytics to define and plan new strategic opportunities & experiences, support and transform customers sales and engagement, whilst understanding (and working within) the strict regulatory environment.

Auckland

Worked with a fantastic team to manage the relationship between Allianz and their Broker partners. Heavily involved with underwriting and account/ relationship management.Assisted partners recognise their ability to greatly impact our mutual client's lives in 'moments of truth.'Achieved 102% budget in first year along with meeting and exceeding targets in the areas ofo Gross Premiumo Brokers to Plano Profitability (loss ratio)o RetentionIn my first year I placed 4th out of 100 salespeople across Australia and New Zealand in 2012 in the Broker and Agency division, and above the Superior Performance Benchmark for all other departments.

Adelaide, Australia

Worked with a fantastic team to manage the relationship between Allianz and our Financial Institution partners. Heavily involved with Sales, Communication techniques and product training. Assisting our partners to recognising their ability to greatly impact their customer's lives in 'moments of truth.'Revised branch training and accountability processes providing more efficient individual performance control and recognition.Maintained and grew General Insurance portfolio performance in an increasingly difficult economic environment. Achieved revenue of $18.5 million against budget of $16.8 million.Increased Consumer Credit strike rates by >25% resulting in a revenue increase of $426,000 against a budget of $1.1 million in a stagnant and declining lending market.In first year ranked 2nd out of 6 on Sales Leader board in South Australia, and 4th out of 39 nationally with bonus structure performing at 137% of targets.Devised programs to give clear delineation around roles, responsibilities and created ownership around new processes and approaches from senior management to individuals at branch level. This clear direction provided the structure to drive business growth by focusing on improving strike rates, rather than looking solely at increasing new business opportunities.Creating good news stories in Insurance.

Adelaide, Australia

Responsibilities• Coordinate activity among Business Development team• Prospect and lead generation activity across industries, including Top 100 SA companies.• Cultivate strong, ongoing tripartite relationships between insurer, broker and client.• Generate sales culture within the organisation using marketing techniques to increase client baseand client cross selling.• Foster industry association relationships and devising and delivering industry specificpresentations to groups of 5 to 1500.• Promote the Aon brand within the SA and QLD markets.• Mentor staff on communication techniques, sales pitch formulation and emphasis on customerfocused soft selling with heavy focus on measurable results.Achievements• Significantly improved active business prospecting activities. Strengthened existing relationshipsand built on them to provide greater mutual advantage.• Increased business in certain facilities by over 50%.• Received the praise and respect of senior management in SA, QLD (during 7 monthssecondment in 2009) and National level.• Regularly exceed expectations on lead generation, income targets, and key accountmanagement.• Successfully appointed to ‘A class’ clients, with revenue >$20,000

Subsidiary of Porsche Cars Australia. Following a brief discussion and subsequent interview, position created with a Marketing/Business development focus.Responsibilities- Identify and facilitate direct marketing campaign to selected industry groups.- Engage clients, build rapport, needs analysis, complete sales processAchievements- Facilitated the sale of a 911 Turbo, the brand flagship, after 4 weeks of employment despite beingtold I would not have the ‘tools to sell’ for up to 12 months.- Regularly outperformed other staff despite age and experience gap.- Sales of new and used Porsches, facilitated sale of Boxster with $25,000 worth ofoptions, a dealership record.

Bachelor Management, Marketing (Minor In International Studies)

Bachelor Business, International Business (Minor In Commercial Law)