Bruno Gasper
Wellington,New Zealand
Summary
Sophisticated professional with many years of experience serving wide range of customers by presenting insurance suggestions to drive sales. Seasoned professional at smoothly obtaining potential customer information to provide attractive insurance options. Practiced at describing different insurance options in understandable terms. Highly organized and decisive with extensive background working efficiently. Demonstrated ability to build lasting client relationships and effectively communicate complex information in understandable terms. Strong negotiation skills, leading to successful closure of deals and consistent growth in client base. Contributed to team efforts by surpassing sales targets and enhancing customer satisfaction through personalized service solutions.
Overview
12
12
years of professional experience
Work History
Insurance Adviser
LifeDirect
Wellington, New Zealand
06.2017 - Current
- My primary responsibility involves offering comprehensive financial advice to both prospective and established clients
- I engage in proactive insurance discussions through various mediums such as phone calls, video conferences, and face-to-face meetings to gain insights into individual client requirements and situations
- Subsequently, I conduct meticulous market research and collaborate with diverse insurance providers to identify optimal solutions tailored to meet client needs
- Over the past 7 years at LifeDirect, I was selected for secondments in the Marketing and User Experience departments
- My understanding of our customer base was instrumental in creating new tactical direct marketing campaigns and addressing pain points in the user experience on our website
- These improvements facilitated my transition into a Team Leader role, where I was responsible for the daily operations of the Insurance Adviser Team, leadership duties, and the business's overall success
- After developing the Adviser team, I chose to move back into the adviser role to obtain my license as a registered financial adviser
- In this role, I played a pivotal part in driving significant business growth for LifeDirect, generating over $2,000,000 (NZD) in new revenue ove the last four years.
- LifeDirect website: https://www.lifedirect.co.nz
TeleMarketer & Team Leader
OneContact
Wellington
01.2014 - 12.2016
- During my tenure at OneContact, I operated in a leadership role managing and training staff and analysing the team's performance to meet KPIs
- It was my responsibility to ensure employees were trained appropriately in order to meet the company's needs and set new staff up to successfully meet their own KPIs
- I also facilitated training seminars and new recruitment programmes for prospective employees
General Manager
Seize Cafe
Wellington
01.2013 - 12.2014
- I was hired before the café's opening to assist the owner with the setup phase
- My responsibilities included hiring staff, setting menus and production processes, creating rosters, and implementing operational procedures to ensure the smooth running of the café
Education
New Zealand Certificate in Financial Services (Level 5) -
Strategi
07.2024
Bachelor of Design -
Massey University
01.2012
Skills
- Coaching
- Sales
- Client Management
- Retail
- Customer Relationship Management
- Financial Advise
- Team Leadership
- Customer Service
- Microsoft 365 Suite
- CRM management
Native
True
Expert
True
Languages
English
References
- Tony McCombs, tony@lifeisajourney.nz, Financial Adviser
- Bruno Gasper, bruno@lifedirect.co.nz, Insurance Adviser, 021781309 (NZ)
Timeline
Insurance Adviser
LifeDirect
06.2017 - Current
TeleMarketer & Team Leader
OneContact
01.2014 - 12.2016
General Manager
Seize Cafe
01.2013 - 12.2014
New Zealand Certificate in Financial Services (Level 5) -
Strategi
Bachelor of Design -
Massey University
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