Maer Jimenez

FAQ About Maer Jimenez

• What is Maer Jimenez's address?

  Maer Jimenez is located at
  Sydney, Sydney, Australia

• What is Maer Jimenez's job title?

  Maer Jimenez is a
  • Schedule appointments through Lead to sales Application by phoning leads • Understand LVR position of prospects through asking questions to prospects to acquire if they qualify • Obtain new clients through selling the Money Management Program • Work with Financial Planner regarding clients financial situation by liaising information obtained from the client • Attend appointments with prospects in their home to discuss their financial position • Support Manager with admin tasks and booking appointments • Sell service and products • Follow up calls to new clients to book appointments for financial planner and finance • Meet set sale targets. Provide administrative support to advisers and licensees. This includes, new appointments, Service Rights Transfers, Bulk Transfers of Clients, Terminations, reporting and any general maintenance or enquries advisers or dealerships may have regarding these processes. I also handle all client listing requests, FUM monthly reporting requests, Commission reports and Statement requests. As the 2IC, I provide support to the team manager. I am first point of contact for any escalations, preparing the daily statistics/ Work in Progress statistics which provides valuable information to not only help assist in planning and forecasting, but in achieving team targets on a daily basis.• Schedule and do meet and greets with exiting contacts and newly obtained contacts • Run information sessions at sites • call contacts and schedule visits throughout the year • Work closely with Business Development Manager • Assist members of the credit union with enquires • Contact members regarding reinvestment options • Be relief staff for branches and call centre • Attend and organise sponsorships • Outbound calls to new prospects obtained through leads • Sell service and products • Attend supplier meetings with BDM and marketing • Attend one on one sessions if required by the members • Organise Foyer presentations at host sites • Assist with promotions through organising visits to host sites and working with them • Develop new strategies to come up with new ways to acquire members • Promote new campaigns through info sessions and visits • Organise information sessions at host employer sessions • Organise Foyer presentations at sites • Assist with marketing to develop new strategies to come up with new ways to acquire members • Follow up leads obtained at functions and events. • Post Settlement Enquiries from brokers • Request to switch home loan products on system and advise brokers of new terms • Assist brokers with existing loan enquires • Advise brokers of break costs • Explain to brokers regarding interest rate changes and repayments • Use Of Salesforce to assist management of portfolio • Achieve KPI’s set by management • Assist brokers with policy and products changes • Manage the non 100 brokers in portfolio • Support BDM to reach settled dollar targets by calling brokers in portfolio and driving sales and lodgments • Outbound calls to brokers who were newly accredited with bank • Follow up enquiries from brokers received via email • Answer enquiries from solicitors regarding cheque directions, settlement bookings and amendments • Sell & open accounts by identifying opportunities in a service call • Cross sell and up sell on products • Retention skills - Upon closure of accounts, identify why customer is leaving the bank and find a solution • Consumer lending skills. This involved calculating affordability for customers wishing to apply for a credit card or personal loan as well as selling loan insurance • Investment skills – negotiate with discretions in order to win business for new and existing customers to invest their money with the bank • Customer service skills – general enquiries line assist with phone and internet banking, lost and stolen cards. National Australia Bank

• What industry does Maer Jimenez currently work in?

  Maer Jimenez currently works in the
  National Australia Bank

• What is Maer Jimenez's area of expertise?

  Maer Jimenez specializes in
  • Schedule appointments through Lead to sales Application by phoning leads • Understand LVR position of prospects through asking questions to prospects to acquire if they qualify • Obtain new clients through selling the Money Management Program • Work with Financial Planner regarding clients financial situation by liaising information obtained from the client • Attend appointments with prospects in their home to discuss their financial position • Support Manager with admin tasks and booking appointments • Sell service and products • Follow up calls to new clients to book appointments for financial planner and finance • Meet set sale targets. Provide administrative support to advisers and licensees. This includes, new appointments, Service Rights Transfers, Bulk Transfers of Clients, Terminations, reporting and any general maintenance or enquries advisers or dealerships may have regarding these processes. I also handle all client listing requests, FUM monthly reporting requests, Commission reports and Statement requests. As the 2IC, I provide support to the team manager. I am first point of contact for any escalations, preparing the daily statistics/ Work in Progress statistics which provides valuable information to not only help assist in planning and forecasting, but in achieving team targets on a daily basis.• Schedule and do meet and greets with exiting contacts and newly obtained contacts • Run information sessions at sites • call contacts and schedule visits throughout the year • Work closely with Business Development Manager • Assist members of the credit union with enquires • Contact members regarding reinvestment options • Be relief staff for branches and call centre • Attend and organise sponsorships • Outbound calls to new prospects obtained through leads • Sell service and products • Attend supplier meetings with BDM and marketing • Attend one on one sessions if required by the members • Organise Foyer presentations at host sites • Assist with promotions through organising visits to host sites and working with them • Develop new strategies to come up with new ways to acquire members • Promote new campaigns through info sessions and visits • Organise information sessions at host employer sessions • Organise Foyer presentations at sites • Assist with marketing to develop new strategies to come up with new ways to acquire members • Follow up leads obtained at functions and events. • Post Settlement Enquiries from brokers • Request to switch home loan products on system and advise brokers of new terms • Assist brokers with existing loan enquires • Advise brokers of break costs • Explain to brokers regarding interest rate changes and repayments • Use Of Salesforce to assist management of portfolio • Achieve KPI’s set by management • Assist brokers with policy and products changes • Manage the non 100 brokers in portfolio • Support BDM to reach settled dollar targets by calling brokers in portfolio and driving sales and lodgments • Outbound calls to brokers who were newly accredited with bank • Follow up enquiries from brokers received via email • Answer enquiries from solicitors regarding cheque directions, settlement bookings and amendments • Sell & open accounts by identifying opportunities in a service call • Cross sell and up sell on products • Retention skills - Upon closure of accounts, identify why customer is leaving the bank and find a solution • Consumer lending skills. This involved calculating affordability for customers wishing to apply for a credit card or personal loan as well as selling loan insurance • Investment skills – negotiate with discretions in order to win business for new and existing customers to invest their money with the bank • Customer service skills – general enquiries line assist with phone and internet banking, lost and stolen cards.

• Which languages does Maer Jimenez speak? 

  Maer Jimenez speaks the following languages:
  No languages available.

• Which industries has Maer Jimenez previously worked in?   

  Maer Jimenez has prior experience in the following industries:
  National Australia Bank , FP Investments , Intech Credit Union , St George Bank

• What is Maer Jimenez’s work experience?  

  Maer Jimenez has the following professional experience:
  National Australia Bank , FP Investments , Intech Credit Union , St George Bank .

• How can I find Maer Jimenez on LinkedIn?  

  You can view Maer Jimenez’s
  LinkedIn profile at LinkedIn URL.

• What are Maer Jimenez’s work email addresses?  

  Maer Jimenez’s work email addresses are
  [email protected].

• What company does Maer Jimenez work for?  

  Maer Jimenez works at
  National Australia Bank