Maxamillian Roscoe Morgan
Auckland,New Zealand
Summary
I am a highly adaptable and results-driven sales professional with extensive experience across the HVAC, solar energy, and HR & workplace health safety sectors. With a strong background in both B2C and B2B sales, I specialize in delivering tailored technical solutions that meet the specific needs of my clients. In my role as a Business Development Manager in the HVAC and solar industries, I was responsible for driving sales across my territory but also for the design and quoting of technical solutions. I collaborated closely with clients to understand their unique requirements, crafted customized proposals, and worked together with installation teams to ensure smooth execution from design to delivery. My ability to manage the end-to-end process, from initial consultation to project completion, allowed me to build strong relationships with clients while ensuring a high level of satisfaction and successful outcomes. Most recently, I transitioned into the HR and workplace health safety sector as a Sales Executive, where I now focus on providing businesses with the tools and solutions they need to ensure a safe and compliant work environment. In this role, I’ve leveraged my consultative sales skills to understand client needs and deliver tailored solutions that address health, safety, and legal challenges within the workplace. I bring a consultative, customer-centric approach to every sales opportunity, always aiming to exceed targets and provide exceptional value to clients. My diverse experience, technical acumen, and ability to coordinate complex tasks make me a versatile asset in any sales-driven environment.
Overview
9
9
years of professional experience
Work History
Business Sales Account Executive
Peninsula New Zealand
04.2025 - Current
- Developed strong relationships with clients to understand their business needs.
- Managed sales pipeline effectively using CRM software for tracking opportunities.
- Conducted market research to identify new business prospects and industry trends.
- Lead sourcing and prospecting, actively identifying new opportunities by sourcing leads through inbound and outbound channels including cold calling, email campaigns, and social media outreach
- Managing various lead channels alongside marketing team
- Lead Qualification Engaging with potential clients to understand their needs, pain points, andbusiness goals, and qualifying thembased on defined criteria before passing them along to the BDMs for further sales conversations.
Business Development Manager
SolarHub
Auckland
02.2023 - 01.2025
- Customized Solar Designs: Collaborating with the engineering team to develop tailored solar system designs for residential clients, considering factors like energy consumption, roof space, and local regulations. I ensured that each design was optimized for energy efficiency and cost-effectiveness, providing clients with practical, long-term solutions.
- Financial Presentations: Conducting in-home financial presentations, where I explained the cost structure of the solar installation, financing options, and potential savings over time. I guided clients through various financing models, including zero-cost solar solutions, demonstrating how they could transition to renewable energy without upfront costs while maximizing their return on investment.
- Client Consultation & Needs Assessment: Engaging with homeowners to understand their unique energy needs and financial considerations, ensuring that the solar system design met both their energy goals and budget. I took a consultative approach, answering technical questions and addressing concerns regarding system performance and savings.
- Building Trust through Education: Educating clients on the environmental and financial benefits of solar energy, highlighting how investing in solar not only reduced their electricity bills but also contributed to sustainability. I emphasized the positive impact of switching to renewable energy on their carbon footprint.
- Collaborating with the Engineering Team: Partnering closely with engineers to ensure that all designs were technically sound and that installations were aligned with the agreed-upon plans. I worked alongside the engineering team to address any technical challenges and ensure customer satisfaction.
- Financial and Technical Support: Providing ongoing support during the decision-making process, helping clients navigate through financing paperwork, government rebates, and incentives. I acted as a trusted advisor, simplifying complex financial and technical concepts for clients.
- Post-Sale Client Engagement: Maintaining relationships with clients after installation, ensuring that they were fully satisfied with their systems and that all questions were answered promptly. This fostered trust and generated referrals and repeat business opportunities.
Solar Specialist
SolarHub
Auckland
03.2022 - 02.2023
- Drove sales growth through customized quotes and product demos, cultivating client relationships and generating deals from existing customer base.
- Pioneered video consultation strategy for outbound leads, enhancing client engagement and streamlining the sales process in the solar industry.
- Maintained relationships with previous clients, boosting lead generation from existing customer base.
- Monitored sales data to ensure KPIs and metrics were met, driving sales performance.
- Coordinated with engineers to ensure compliance with health and safety standards during the sales process.
- Partnered with engineering team to optimize sales process and maintain health and safety standards in solar installations.
- Educated clients on solar benefits, fostering sustainable energy adoption and contributing to environmental conservation efforts.
Tele Fundraiser
2 Evolve
Auckland
09.2017 - 06.2018
- Conduct outbound calls for charity fundraising, securing new donors and retaining existing ones.
- Upgrade donor memberships, increasing average donation amounts and enhancing donor engagement.
- Achieve measurable results in customer acquisition and retention through personalized communication.
- Drove customer acquisition and retention through strategic outbound telesales, focusing on upgrading memberships for major charities like Oxfam and MSF.
- Executed targeted tele fundraising campaigns, successfully increasing donations and expanding subscriber base for multiple non-profit organizations.
- Championed cause-driven conversations, inspiring donors to elevate their support for impactful charities such as Starship and FFC.
Skills
- B2B & B2C Sales Strategy and Execution
- Lead Generation & Prospecting
- Territory & Account Management
- Customized Solution Selling (Solar & HVAC Systems)
- Expertise in Solar Energy Solutions and System Design
- Solar and HVAC Product Demonstrations and Presentations
- Managing Timelines, Budgets, and Resources for Project Delivery
- Leading and Mentoring Junior Sales Teams
- Employment Contracts & Dispute Resolution
- Health & Safety Policy Development & Implementation
- Providing Risk Management Advice and Strategy
References
- Yousef Aslan, Business Development Manager, SolarHub, 0272499942, yofiaslan@hotmail.com
- Anjana Premashantha, Operations Manager, SolarHub, 0226461996, anjana.premashantha@solarhub.co.nz
- Aaron Thuraisingham, Team leader, Peninsula New Zealand, 02108189868,
- aaron.thuraisingham@peninsula-nz.com
Timeline
Business Sales Account Executive
Peninsula New Zealand
04.2025 - Current
Business Development Manager
SolarHub
02.2023 - 01.2025
Solar Specialist
SolarHub
03.2022 - 02.2023
Tele Fundraiser
2 Evolve
09.2017 - 06.2018