Zurich Financial Services Australia Limited (Zurich) has further strengthened its Life Risk sales team with the appointment of two new Business Development Managers and one Business Development Associate across the New South Wales and Victorian teams.
Ms Gee Vas has joined Zurich’s Victorian team as a Business Development Manager, whilst in NSW Mr Daniel Clark has been promoted to Business Development Manager and Mr Matt McDonnell has been promoted to Business Development Associate.
Ms Kristine Brooks, Head of Retail Sales for Zurich’s Life and Investments business, said “Zurich’s Life and Investments business had a fantastic year in 2013. The key to our growth has been tailoring our proposition around the individual needs of our distribution partners.”
“The expansion of our Life Risk sales team to include these talented individuals will help Zurich continue to deliver its market leading solutions and better service the needs of financial advisers,” she said.
Gee Vas comes to Zurich with over eight years experience in financial services – spanning both investments and life insurance – and a passion for helping advisers develop and implement business growth strategies.
Prior to joining Zurich, Gee worked in sales development management with TAL.
“Gee complements our team and encompasses a lot of Zurich’s values. She has an enviable reputation as a relationship focused BDM who gets results, and we are delighted to have a BDM of Gee’s calibre join the team,” said Ms Brooks.
Daniel Clark’s recent appointment to the position of Business Development Manager sees him manage Zurich’s relationships with key dealer groups throughout NSW and ACT regions.
Since joining Zurich in 2009, Daniel has built his experience and expertise through time in both customer service and business development associate roles.
He holds a certificate in Specialist Risk Management, and is currently completing a Bachelor of Business in Financial Planning at RMIT, and a certificate IV in Financial Planning Practice Management.
“Dan is a valuable addition to our team and we are confident that his industry knowledge and extensive experience in adviser relationship management will be invaluable in his new role, and in helping us to continue delivering a market-leading proposition to financial advisers,” said Ms Brooks.
Matthew McDonnell joined the NSW Life Risk sales team in June 2014 as its newest Business Development Associate.
Matthew started with Zurich in 2007 and has over 10 years experience in the financial services industry, gained through roles in banking, client services and key adviser relationship management. Most recently, Matthew was the team leader of Zurich’s Key Account Consultants team, overseeing premium service and relationship management offerings to our platinum advisers, nationally.
“These new appointments come during a period of sustained growth for Zurich’s Retail Life business, driven by a highly talented and committed team and a philosophy of working with advisers as true business partners,” said Ms Brooks.
“Our ability to attract top performers from around the market is an endorsement of the strength of our brand and culture, whilst our two internal promotions are testament to the depth of our own talent pool,” she said.
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