Sam Ryma Email & Phone Number

Sydney, New South Wales, Australia

• Conduct first appointment to identify client needs, concerns and objective. Complete fact find and investor profile
• Do research to find strategies and products that are in the clients best interests
• Complete file notes in xplan within 5 business days all through out process
• Initiate follow up contact with clients to ensure an ongoing review process is facilitated
• Ensure that an exceptional level of customer service is provided through every interaction with the needs of the customer being the foremost priority
• Ensure client is kept well informed and that all necessary actions are recommended and undertaken.

Sydney, Australia

• Mentoring new entrants into advice and Junior Financial Planners to give advice in the best interest of their clients
• Build relationships and train bank staff to identify financial planning needs with their clients
• Run training sessions with bank staff on how financial planning adds value to their clients
• Prospect clients by outbound calls to organise meetings
• Conduct first appointment to identify client needs, concerns and objective. Complete fact find and investor profile
• Do research to find strategies and products that are in the clients best interests

Sydney, Australia

• Key responsibilities
• Prospect for clients through outbound calling to organise face to face meetings
• Conduct first appointment face to face with client to identify needs, concerns and objectives. Complete a Personal and Financial Profile with the client
• Accurately assess client’s needs, objectives & risk tolerance and formulate an effective financial plan within the scope outlined by the client
• Present plan to client and answer any questions they may have before proceeding with advice. Have the client sign the SoA
• Keep up to date and thorough file notes in xplan

Parramatta, New South Wales, Australia

• Key responsibilities:
• Make outbound calls to AMP customers to offer risk products with the aim of increasing revenue
• Take inbound calls from AMP customers to provide risk product information with the aim of increasing revenue
• Identify customer risk needs through appropriate questioning techniques which comply with no-advice boundaries
• Achieve against agreed activity and productivity targets including call volumes and dollar revenue, measured using the Management Operating System
• Follow the prescribed call approach and structured framework for liaising with customers

Rhodes, Australia

• Key responsibilities:
• Outbound and Inbound sales
• Assisting clients with their risk needs
• Working on Behalf of one of Australia’s first Banks
• Building Rapport
• Creating customer satisfaction

Sydney, Australia

• Key responsibilities:
• Outbound and Inbound sales
• Assisting clients with their risk needs
• Working on Behalf of one of Australia’s first Banks
• Building Rapport
• Creating customer satisfaction

Master Of Financial Planning, Financial Planning And Services

1. Complex Financial Planning 2. Debt Strategies 3. Advanced Technical Strategies 4. Research Project (Why do/don't individuals seek.

Graduate Diploma Of Financial Planning, Financial Planning And Services

1. Estate and Succession Planning 2. Tax and Commercial Law for Financial Planning 3. Client Engagement Skills 4. Investment Advice

Graduate Certificate In Financial Planning, Financial Planning And Services

1. Economic, Legal and Ethical Context for Financial Planning 2. Applied Financial Planning 3. Superannuation and Retirement Advice 4..

Advanced Diploma Of Financial Planning, Financial Planning And Services

1. Taxation and Estate Planning 2. Advanced Financial Planning 3. Professional Adviser

Diploma Of Financial Planning, Financial Planning And Services

1. Entry Level Competencies 2. Risk Management 3. Investment Planning 4. Superannuation and Retirement Planning