Sean Doherty Email & Phone Number

• Enrolled with the Institute of Banking to become a Qualified Financial Advisor.
• Engage with customers to deliver a professional and friendly customer service.
• Digital Advocate for the branch. Promoting digital advertising in the branch for local customers.
• Appointed Wellness Champion. Facilitate health and well-being awareness, education, and engagement support in wellness initiative activities and programs.
• Identify and recommend products options to customers.

Melbourne, Victoria, Australia

• Involved in a major Australian insurance provider’s remediation program in managing financial planning compliance.
• Investigating and analysing past financial advice against legislative advice and compliance standards.
• Presented client presentations on ‘edge cases’ as part of the remediation process.
• Peer reviewed colleagues’ outcome on sensitive cases and provided feedback.
• Provided support and training for new employees.
• Hosted and ran regular ‘meet ups’ for… Show more

Melbourne, Victoria, Australia

• Providing support and problem resolution for customers.
• Planning and execution of email marketing campaigns to existing and potential customers using and monitoring of Google Analytics.
• Visiting targeted businesses to hand out brochures which resulted in increased telephone enquiries and sales.
• Responsible for business development, account management of existing and potential new clients.
• Developing and maintaining relationships with clients while simultaneously… Show more
• Developing and maintaining relationships with clients while simultaneously generating sales.

Melbourne, Victoria, Australia

• Successfully developed and maintained relationships with customers to attain sales goals.
• Consistently deliver results month on month in the form of Net Fee Income. I did this by guiding my customers through the full Sales cycle until post installation.
• Negotiating prices with potential customers and closing sales.
• Achieved KPI's and revenue targets as set by the sales director.

Galway, Ireland

• Worked throughout my College years to fund my further education (BA, HDip).
• Created advertising campaigns and utilised local media channels including radio, and leaflet distribution.
• Delegating duties and driving satisfaction among my team.
• Organised weekly rosters for employees, security, and musicians.
• Controlling stock loss and wastage.

Higher Diploma, Business Studies

Bachelor Of Arts - Ba, Economics And Geography