Mar 2022 – Apr 2025 · 3 yrs 1 mo · Dublin, County Dublin, Ireland

• Consistently exceeded quarterly sales targets.
• Deliver customised product demonstrations and presentations to stakeholders, aligning Zendesk's
• solutions with client goals.
• Maintain accurate forecasting and reporting in Salesforce, providing insights to leadership.
• Strengthened client relationships, achieving strong retention rate among key accounts.
• Surpassed outbound activity KPIs, demonstrating a proactive approach in
• client interactions and lead generation.
• Developed strategic proposals that balanced pricing with long-term partnership opportunities.
• Provided coaching and mentorship to team members, fostering a culture of collaboration and
• continuous improvement.

Apr 2021 – Mar 2022 · 11 mos

Sep 2020 – Apr 2021 · 7 mos

Aug 2020 – Sep 2020 · 1 mo

Aug 2019 – Aug 2020 · 1 yr

• HubSpot is helping businesses all around the world realise their potential with its leading growth platform. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to grow better.
• As a Business Development Rep, I provide consulting services to sales and marketing professionals to enable them full understand and utilise Hubspot.
• Examples include:
• Defining customer requirements
• Understanding their need for change
• Product suitability with a tailored approach

Jun 2015 – Jul 2019 · 4 yrs 1 mo · County Dublin, Ireland

• Sales Targets: Proven track record meeting weekly, monthly and quarterly sales targets involving our key product lines; consumer finance, mortgages and the day to day banking suite.
• New Business: Communicating and influencing through outbound calls and self generated leads to gain new business.
• Client Meetings: Conduct private meetings with potential customers to advise on suitable solutions to meet clients’ needs and offer any alternatives.
• Referrals: Target driven to meet referral quotas for key line products including investments, life and general insurance.
• Due Diligence: Perform due diligence of customer applications to ensure the right first time approach in a risk controlled and regulatory environment.

Sep 2013 – Jun 2014 · 9 mos · Dublin, Ireland

• Reports: Compiled reports to advise Bank of Scotland to appoint a Receiver over properties that are heavily in arrears.
• Final Outcome Statements: Methodically scrutinised final outcome statements to close off accounts and recommend costs to be granted and sales proceeds be transferred to the borrowers account.
• Sales Offer Analysis: Responsible for reviewing sales offers received and sending recommendations to the Bank for approval.
• Communications: Positively deliberated with Legal and Administration Teams to solve on-going issues with borrower accounts and ensured the appropriate compliant letters are being sent to the borrowers.

Mar 2013 – Jun 2013 · 3 mos · Dublin, Ireland

• Renewals: Accountable for reviewing clients’ insurance renewals and offering competitive renewal terms from our multiple underwriting business partners.
• Client Communications: Regularly contacted existing clients to discuss their renewal and ensure continued business. Efficiently dealt with daily queries from clients and processed amendments to their insurance policies.
• Claims Administration: Actively took ownership of clients’ motor insurance claims and advised them on the best course of action. I relayed this information to the underwriter so the claim could be settled promptly.

May 2012 – Aug 2012 · 3 mos · Melbourne, Australia

• Debt Collections: Responsible for collecting bad energy debts from clients that were behind on their payments.
• Debt Analysis: Thoroughly evaluated the clients’ financial position in order to set them up on the most suitable payment plan they could afford.
• Target Tracking: Effectively worked my portfolio of clients and successfully met my daily target of $15k. This, along with my teams’ performance directly resulted in the energy company we were collecting for extending their contract.
• Client Communication: Systematically conducted outbound calls to various clients including companies and private home owners.

Nov 2011 – Apr 2012 · 5 mos · Melbourne, Australia

• Debt management: Fully responsible for my own bad debt customer collections portfolio. Strongly negotiated with administrators and liquidators to get the clients’ funded insurance cancelled and recoup monies owed.
• Client Relationship: Effectively liaised with customers to agree payment arrangements and discussed alternatives.
• Broker Communication: Frequently contacted our insurance brokers to maintain the relationship, build rapport and keep them informed of decisions made with our mutual clients.

Oct 2010 – Mar 2011 · 5 mos · Melbourne, Australia

• Please see responsibilities outlined above.

Sep 2006 – Aug 2010 · 3 yrs 11 mos · Dublin, Ireland

• Sales: Proactive selling and sales processing. Took appointments for life assurance and commercial business insurance.
• Telesales: Telesales and customer service to a large customer base. Conducted cold and warm out bounding calls to attain new business in motor, home, health, commercial vehicle, commercial business insurance and life assurance.
• Target Management: Excelled working by myself in a branch for three quarters. Using my own initiative, I frequently achieved set targets whilst dealing with daily queries from customers. Due to my experience and sales success, I was regularly asked to cover in various Aviva branches.
• Administration: Fully responsible for the financial advisors pipeline of business. My main focus was to turn around new sales.