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 • 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 coworkers, addressing topical issues and weekly goals. Show less

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 • 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 generating sales.• Generate sales reports for management. Show less

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