Mathew Ryan
Christchurch,New Zealand
Summary
Dedicated and persistent financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Such skill enhance from time recently spent in China studying mandarin for six months. Dynamic and reliable with exceptional customer service and communication skills.
Overview
10
10
years of professional experience
Work History
Financial Adviser
Enva Financial
07.2024 - Current
- Company Overview: A financial advice provider assisting people with personal risk insurance, KiwiSaver, and mortgage advice
- Utilise a leads database to continually contact prospective clients and book initial meetings
- Meet with clients to identify their goals, needs, and risks in terms of Life, Health, and Disability insurances to build personalised advice.
- Build rapport with clients throughout the whole advice-giving process from first contact. To ensure a trusting relationship.
- Conduct market research while utilising industry software tools such as rating engines and quoting systems. To develop suitable policy options for each client's individual needs.
- Present and clearly explain Life, Health, and Disability insurance policy options based on clients' needs and goals.
- Serve as a point of contact for clients throughout the life cycle of their policies.
- Participate in training sessions aimed at improving product knowledge.
- Ensure compliance with all applicable laws and regulations.
- Meet quarterly targets for client onboarding.
Store Person
CDC Pharmaceuticals
08.2019 - 07.2024
- Company Overview: An established wholesaler supplying pharmacies and hospitals throughout New Zealand
- Work in a team unsupervised to pick / pack customer orders
- Pay attention to detail to ensure accuracy with all customer orders
- Work quickly and efficiently to successfully meet multiple deadlines throughout the day
- Operate jiffy / pallet jack to check off inwards goods on pallets
- Readily re-employed after being overseas for 6 months due to previously demonstrated commitment and work ethic
Pick Packer
MG Marketing
04.2018 - 06.2019
- Company Overview: A leading supplier of locally grown and imported fresh produce working closely with New Zealand retail chains and independent outlets to provide top quality produce
- Pick products for multiple customer orders
- Operate jiffy / pallet jack, to pick orders, and place product on pallets, prepare for distribution
- Pay attention to detail to ensure quality control with all produce
- Manage time to consolidate orders to meet delivery timetables for retail partners
Waiter, Kitchen Hand
Kate McRae Catering
01.2015 - 12.2017
- Company Overview: Work on call casually for small catering business providing catering for a variety of functions
- Assist with food preparation including canapes and entrees
- Provide bar service
- Clear tables, clean and wash dishes
- Ensure guests' needs are met in a professional manner.
Education
New Zealand Certificate in Financial Services Level 5 - Investment
Open Polytechnic
10.2024
New Zealand Certificate in Financial Services Level 5 - Life, Disability and Health Insurance
Open Polytechnic
07.2024
Intermediate Mandarin - Comprehensive, Speaking, Writing, Listening, Reading (similar to HSK 4)
Huazhong University of Science And Technology
07.2023
Bachelor of Commerce - Major in Finance, Minor in Chinese
University of Canterbury
12.2022
Bachelor of Commerce - Agriculture / Accounting and Finance
Lincoln University
12.2019
Skills
- Financial Knowledge
- Verbal Communication
- Interpersonal Skills
- Cultural Awareness
- Relationship building
- Written Communication
- Attention to Detail
- Collaboration
- Lead calling
- Objection handling
- Problem Solving
- Critical Thinking
- Initiative
- Curiosity
- Flexibility
- Adaptability
- Motivation
- Resilience
- Selling experience
Hobbies and Interests
- Travel – England, Australia and China.
- Food/cooking – especially enjoy smoking meats on a pellet smoker.
- Fishing – particularly making time to fish the Twizel canals.
- Language learning - Mandarin
- Basketball
Sports involvement
- Basketball, Played competitively through high school and socially throughout university., St Thomas of Canterbury College 1st V Basketball team, 2017 - 2018
- Cricket, Played competitively through High School, currently in social team., St Thomas of Canterbury College 1st XI cricket team, 2016 - 2017
- Christian Brothers cricket tournament in Australia, 2015
References
References available upon request.
Timeline
Financial Adviser
Enva Financial
07.2024 - Current
Store Person
CDC Pharmaceuticals
08.2019 - 07.2024
Pick Packer
MG Marketing
04.2018 - 06.2019
Waiter, Kitchen Hand
Kate McRae Catering
01.2015 - 12.2017
New Zealand Certificate in Financial Services Level 5 - Investment
Open Polytechnic
New Zealand Certificate in Financial Services Level 5 - Life, Disability and Health Insurance
Open Polytechnic
Intermediate Mandarin - Comprehensive, Speaking, Writing, Listening, Reading (similar to HSK 4)
Huazhong University of Science And Technology
Bachelor of Commerce - Major in Finance, Minor in Chinese
University of Canterbury
Bachelor of Commerce - Agriculture / Accounting and Finance
Lincoln University
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