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Certified Financial Planner

Customer Service, Sales, Insurance Advice, financial services, Insurance & Superannuation plans, Statement of Advice, Team Management experience

Work Preferences

Desired Salary
45,000 - 65,000 per year  
Availability
Immediately  
Desired Job Type
Full Time  
Can Travel for Work
Interstate Only  
Highest Education Level
Masters Degree  
Current Location
Melbourne  
Willing to relocate?
No
Residency / Visa
Australian Citizen

Skills Profile

Financial Advisor/Associate
Insurance (general)
Technical Skills Skill Last Used Yrs. Exp.  
  SAP CRM 2008 1  
  SIEBEL CRM 2010 2  
  Typing speed 10000ksph 2010 5  

Employment History

Job Title
Customer Service Consultant
Industry
Telecommunications
07/2008 to Current

1. Handled a high influx of inbound calls from customers.

2. Assisted Landline, Mobile & Broadband customers with items such as adding minutes and troubleshooting

3. Achieved growth in Key Performance Indicators – Adherence, Sales, Customer            Service Quality, and AHT & Compliance.

4. Responded to customer inquiries processed their requests in a timely and efficient manner.

5. Exercised strong negotiation, interpersonal and communication skills while dealing with customers and internal staff

 

Job Title
Field Liaison Officer
Industry
Telecommunications
01/2008 to 07/2008
1. Actioned specific Connect Alerts within agreed timeframes

2. Actioned specific tasks in Review, allowed system to automatically schedule tasks by following standard processes

3. Identified and communicated requirements asap by proactively identifying tasks for rescheduling

4. Scheduled tasks using agreed methods in line with business priorities & standard communication templates

5. Was accountable for ensuring that Tickets of Work are deployed in a timely, efficient & transparent manner. Scheduled tasks matching workforce capabilities to customer requirements and operating within procedural and legislative requirements.

Qualifications

Completed Institution Degree / Qualification
2001 Osmania University Masters' in Business Administration  

Work Related Training & Certification

Completed Institution Training / Certification
2009 Association of Superannuation Funds of Australia RG 146 Diploma of Financial Services - Financial Planning