Shelley Tiet Email & Phone Number

Perth, Wa, Au

Perth, Western Australia, Australia

Perth, Australia

Meet and support clients in growing and protecting their financial circumstances through the preparation and implementation of financial planning strategies and arrangement of financial products and services that meet their individual requirements.Coach and support branch sales staff in identifying and discussing wealth creation and protection opportunities with day to day clientele.Responsibilities included; Guiding clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills. Interviewing clients to determine their financial objectives, income, expenses, insurance needs, tax status, risk tolerance, and other information needed to develop a financial plan. Analysing clients’ financial information to determine strategies for meeting their financial objectives. Recommending strategies, products and services that clients could use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning. Answering clients' questions about the purposes and details of financial plans and strategies. Implementing financial planning recommendations. Monitoring financial market trends to ensure that plans are effective, and identifying any necessary updates. Reviewing clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicated a need for plan reassessment. Maintaining proper documentation following pre-set guidelines established by compliance and management. Complying with all industry rules and regulations. Building and maintaining client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.

Western Australia, Australia

• Conduct retirement options meeting with GESB clients one on one basis• Book and co-ordinate appointments into microsoft outlook calendar• Contributes to the operational effectiveness of the Financial Education Service, and suggests improvements to increase quality and productivity.• Maintains a close working relationship with the administration team to ensure that we are working together to deliver performance against targets • Provides coaching to the Member Services Consultants to assist in quality lead generation• Answer incoming internal calls promptly, competently and professionally• Maintains technical knowledge of Superannuation legislation, taxation, investment strategies and financial planning concepts• Develop knowledge and experience with financial planning concepts, the range of products and structures available• Maintain compliance for the role through attaining appropriate CPD points• Complete 100% of nominated Safetrac courses each quarter

Perth, Australia

• Answering incoming calls promptly, competently and professionally. • Providing customers with information relating to products and services. • Handling sales opportunities associated with inbound and outbound telephone calls. • Maintaining current knowledge of the products and services of GESB• Maintaining continuing professional development through specified training. • Maintaining and updating customer records. • Ensuring quality performance metrics are adhered to all times. • Identifying process improvement opportunities. • Undertaking liaison and negotiation with key internal customers • Ensuring seamless processing and interaction across the wider business

Morley

• Answering Incoming Calls to make appointments for patients • Liaising with Doctors to assist patient queries • Scanning daily mail electronically• Transferring medical notes to other medical surgeries• Billing Patients• Preparing bank deposits for the business• Conducting debt collections on outstanding accounts• Providing Triage assistant to patients • Placating difficult and distressed patients

• Delivering a professional and confident customer service experience in the delivery of product information and solutions to customers (Advisers and Investors)• Ensuring that all compliance measures have been enforced with each customer experience ensuring a high level of customer confidentiality and minimal risk of breaching regulatory legislation / regulations for Asgard Wealth Solutions• Professionally answering client inbound calls and provide a confident and friendly customer service, with minimal use of jargon • Efficiently managing client queries and complaints to provide accurate information, solutions and a great customer service experience• Consistently delivering exceptional service to deliver against the contact centre metrics, quality monitoring and FOCUS & EXCITE values• Proactively monitoring personal performance and request support where required to ensure achievement of the objectives• Attention to detail and review of work to ensure identification of errors. Proactive management of identified errors, including requesting management support as required• Maintaining product knowledge and complete related training as required• Promptly responding to internal queries and adopt a ‘solutions driven’ approach to all queries received• Recording detailed, comprehensive, appropriate and meaningful information on the diary system regarding client interactions and provide such information to other areas of the business when appropriate

Commerce / Arts, Banking / Mandarin

Advanced Diploma Of Financial Planning

Diploma Of Financial Planning, Financial Planning And Services

Bachelor Of Science (B.Sc.), Computer And Information Sciences, General