Jenny Tracey
Lynfield,New Zealand
Summary
CAREER SUMMARY Accomplished Sales Manager offering 20+ years of experience developing and maximizing sales. Diligent in building and retaining accounts by providing support and attentive service. Expertise in marketing strategies, product promotion and merchandising to achieve market penetration. Successful record of expanding network connections through persuasive brand imaging.
Overview
20
20
years of professional experience
Work History
Business Development Manager
SolarHub
03.2024 - Current
- Sale of Energy solutions through Solar and additional value add on products
- Maximising cross sell through active collaboration within relevant contracted third parties
- Meeting monthly allocated target
- Maintaining and reporting of monthly stats
- Adhering to Quality Control standards and procedures
- Lead generation through relationship management
- Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
- Support sales strategy and business plan
- Assist in identifying new and potential opportunities for business growth
- Facilitate the sales process and ensure customer satisfaction
Senior Claims Manager - Specialist
BetterSure
07.2022 - 02.2024
- Train existing/new staff - product/system/process
- General overseeing of the claims team
- Evaluate insurance claims
- Review and assess high valued claims
- Assess damages against damage report
- Evaluate catastrophe claims
- Negotiate claim settlements
- Report on statistics
- Report on claims vs budget
- Train staff on fraud prevention
- Run strategy sessions on minimizing claims
- Review of benefits vs Claims ratio
- Manage team of claims consultants and administrators
- Liaising with executives and administrators to ensure claims efficiency
Sales Manager/ Training Manager
BetterSure
01.2020 - 06.2022
- Train existing/new staff - product/system/process
- Email requests from various departments / Teams/ Partners
- Handle Queries and Complaints
- Daily MTD report for teams
- Pull hourly SALES STATS and post
- Calculate conversion daily for both teams
- Search alternative contacts on leads when requested
- Provide correct banking details when requested
- Re-assign leads when required for both teams
- Generate Leads Loaded report daily
- Capture sales at the end of the day
- Log tickets with IT for both teams when needed, Technical issues, DATA etc
- Report on TAT for referrals
- Report on TAT for the Regions and Bond Consultants
- Report on conversions etc
- Running and reporting on the Emailer Campaign
- Running and reporting on the Claims campaign
- Generate policy documents when needed for teams
- Provide call recordings when required for teams
- Manning the business mail box
Senior Sales Executive
BetterSure
04.2019 - 01.2020
- Sale of Home Owners Cover and Mortgage Finance Cover
- Cross sell of Home-Content cover/All Risk/Capital Legacy(Wills)
- Meeting monthly allocated target
- Maintaining and reporting of monthly stats
- Adhering to Quality Control standards and procedures
- Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
Sales Executive
Discovery Connect
03.2018 - 01.2019
- Sale of Discovery Credit Card and additional value add on products
- Maximising cross sell through active collaboration within relevant contracted third parties
- Meeting monthly allocated target
- Maintaining and reporting of monthly stats
- Adhering to Quality Control standards and procedures
- Lead generation through relationship management with linked Brokers
- Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
Private Banker
Nedbank Private Banking
01.2015 - 02.2018
- Managing an internal portfolio of high-value clients in Private Banking
- Growing the balance sheet indicators through expansion, retention and acquisition
- Proactively manage the growth of the active customer base to increase opportunities for revenue growth
- Maintaining operational processes including audit, compliance and risk by actioning all reports (FICA; FAIS) related
- Maintaining the EPIC data management system on a daily basis
- Maximising cross sell through active collaboration within relevant Nedbank departments
- Analyse client’s current product offerings and solutions with the aim of ensuring Nedbank is the client’s primary banking institution
- Identify additional financial services requirements through all aspects of the clients’ balance sheet
- Conducting regular in-depth analysis of the client and making recommendations based on the client’s financial requirements, this will ensure no potential business opportunities are overlooked
- Implement, track and report on Client Campaigns and initiatives, such as acquisition (ICE-BREAKER) and home loan campaigns
- Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
- Drive retention of customers through active client engagement and identification of opportunities to ensure client activity and provide superior service
- Leads are generated via various campaigns and internal collaboration via the Nedbank integrated business channels
- Convert leads into successful sales
- Source and refer new leads through client interactions
Financial Advisor/ Broker Consultant
Old Mutual Private Wealth Management
01.2006 - 01.2015
- Support sales strategy and business plan
- Identifying new and potential opportunities for business growth
- Facilitate the sales process and ensure it goes through the correct channels
- Monthly analysis of figures
- Portfolio budgeting in conjunction targets
- Marketing of the Old Mutual products to High Net Worth clients
- New business (Life Cover, Disability, Dread Disease, Local and Offshore investment, Unit Trusts, Tax Effective Investments, Retirement Funds, Medical Aid etc)
- Conducting regular in-depth analysis of the client and making recommendations based on the client’s financial requirements, this will ensure no potential business opportunities are overlooked
- Awareness of competition and market information
- Establishing and managing strong relationships with Brokers including Business Managers
- Establishing and building relationships with intermediaries
- Presentations done to clients and intermediaries
- Building strong relationships amongst clients and various stakeholders that I liaise with on a daily and monthly basis
- Implement, track and report on Client Campaigns and initiatives
- Training and development to the advisories on Old Mutual products, which enable the advisors to market and sell products to consumers
Private Banker
ABSA Private Banking/ Relationship Banking
01.2005 - 01.2006
- Managing an internal portfolio of high-value clients in Private Banking
- Growing the balance sheet indicators through expansion, retention and acquisition
- Proactively manage the growth of the active customer base to increase opportunities for revenue growth
- Maintaining operational processes including audit, compliance and risk by actioning all reports (FICA; FAIS) related
- Maintaining the Client Data management system on a daily basis
- Maximising cross sell through active collaboration within relevant ABSA departments
- Analyse client’s current product offerings and solutions with the aim of ensuring ABSA is the client’s primary banking institution
- Identify additional financial services requirements through all aspects of the clients’ balance sheet
- Conducting regular in-depth analysis of the client and making recommendations based on the client’s financial requirements, this will ensure no potential business opportunities are overlooked
- Implement, track and report on Client Campaigns and initiatives, such as acquisition (ICE-BREAKER) and home loan campaigns
- Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
- Drive retention of customers through active client engagement and identification of opportunities to ensure client activity and provide superior service
- Leads are generated via various campaigns and internal collaboration via the ABSA integrated business channels
- Convert leads into successful sales
- Source and refer new leads through client interactions
Education
Financial Services Regulatory Examination (RE1) -
Wealth Management
Insurance Talent Solutions
Johannesburg10.2016
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Sales Force
- Hub Spot
- Dialler
Othertrainingandawards
- Strategic Planning Course (Old Mutual)
- Coaching and Development Training (Old Mutual)
- Knowing Your Client Training Course (Nedbank)
- Five Point Planning /Business Planning Training (Nedbank)
- Brain Profiling training (Nedbank)
- Complete Sales Tools Training (Nedbank)
Motorlicence
NZ Full licence
Personal Information
- Passport Number: A10399685
- Date of Birth: 06/28/80
- Nationality: South African
Timeline
Business Development Manager
SolarHub
03.2024 - Current
Senior Claims Manager - Specialist
BetterSure
07.2022 - 02.2024
Sales Manager/ Training Manager
BetterSure
01.2020 - 06.2022
Senior Sales Executive
BetterSure
04.2019 - 01.2020
Sales Executive
Discovery Connect
03.2018 - 01.2019
Private Banker
Nedbank Private Banking
01.2015 - 02.2018
Financial Advisor/ Broker Consultant
Old Mutual Private Wealth Management
01.2006 - 01.2015
Private Banker
ABSA Private Banking/ Relationship Banking
01.2005 - 01.2006
Financial Services Regulatory Examination (RE1) -
Wealth Management
Insurance Talent Solutions
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