John Wells

Experience

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  IAG

  Jan 2008 - Jan 2009

  Sales Consultant

  Inbound sales team member for Insurance

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  Tyler Hill Camp

  Apr 2011 - Aug 2011

  Water sports specialist
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  World First

  Nov 2011 - Jun 2017

  Responsible for the P&L of two account management teams (Consumer & E-commerce clients) as well as the Customer Service team that supported all front-line teams and interactions.15% increase in active clients over two consecutive yearsExceeded core targets—revenue, customer satisfaction, and new client conversions YoYStructural Transformation of customer facing teamsRevamped communications, contact timing, and methods, emphasizing speed, cost-effectiveness, and elevated service levels Show less

  • Manager: Private Client Dealing and Client Relations

    Jun 2015 - Jun 2017

  • Foreign Exchange Dealer

    Aug 2013 - Jul 2015

  • Operations Team Leader

    Feb 2013 - Aug 2013

  • Operations Associate

    Nov 2011 - Feb 2013
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  Shift

  Oct 2017 - Dec 2019

  Responsible for driving the growth of the non-broker channel through the creation of and leading Acquisition & Retention team leaders. Developing and maturing local and international Non-Broker Partner (Lead generations & online businesses) working with the internal marketing teams and external digital agency to improve the quality of clients through SEO and PPC spend while building out our brand further. Responsible for the day-to-day management of the non-broker Acquisition & Retention team. Driving the team to achieve key business metrics including newly funded loans, retention of existing clients and telephony indicators.

  • Head of Customer Success / Non Broker Partner Manager

    Feb 2019 - Dec 2019

  • Team leader - Relationship Managers

    Oct 2017 - Feb 2019
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  OFX

  Dec 2019 - Apr 2021

  Team Leader - Consumer, Ecommerce & Micro SME Clients

  Led the transformation of a declining business unit, focused on staff capabilities, culture and performance, delivering substantial results as strategic direction and investment shifted to other areas of a listed company during the market volatility of COVID lockdowns running the contact centre.Revenue Growth: Secured a 27% increase in long-term contracts, diversifying revenue streamsImproved Margin optimisation by 29%Achieved double digit improvements in conversion ratesCulture reset of team through redefining team behavioursTalent Development: Mentored team members, resulting in five promotions of staff to supervisory roles across multiple teams post-departureKey role in deploying a new VoIP provider (including testing, call plans, reporting, dashboards, and KPIs.) Show less

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  FIRMA Foreign Exchange

  Apr 2021 - Nov 2022

  Head of Australia & New Zealand

  Championed the turnaround of the underperforming APAC region within a global business, positioning it for the company’s successful sale in Dec 21. Drove growth, developed our talent pool, optimised risk mitigation strategies and high achiever award winner. - As regional director I oversaw staff (Sales, Admin, and Compliance) in both Australia and New Zealand. - Acted as a local agent for a foreign company, collaborating with legal experts, global compliance leaders, and ASIC. Responsible for regulatory updates, AFSL enhancements, and document lodgement.- Managed P&L and conducted forecasting for the APAC region, optimizing financial performance.20% YoY Revenue Surge Pioneered training sessions and knowledge-sharing events, resulting in 50% increase in diversified product offerings and engagement scoresPresidents Club Honoree, (among 20 staff globally)Risk Management Leadership: Implemented robust procedures for New Zealand clients, mitigating risks and ensuring compliance for derivative clients. Strategic Sales Planning and M&A Support Show less

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  JDK

  Nov 2022 - now

  Consultant & Advisor

  Leveraged networking opportunities to diversify my knowledge and industry. Gained exposure to distinct client bases, safety protocols, and organisational processes. I provide ongoing strategic guidance on process improvements, staff development, and organisational strategy on an ad-hoc basis for a geotechnical engineering business.

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  EbonFX

  Apr 2023 - Jan 2024

  Head of Client Acquisition & Retention

  Brought into the business to create client-facing teams, optimising customer acquisition, build brand visibility, and create scalable processes. Cultivated a robust company culture and bolstered risk management capabilities for a start-up post being acquired. - Responsible Manager on AFSL- Presenting in quarterly board meetings - Host of weekly campfire/townhall sessions across the Ebon group Creating and executing a Go To Market strategyRebrand the business post-acquisition, creation of new website and online portalRolled out critical sales tools (ZoomInfo, Dialpad, Salesforce) vs using a spreadsheet Restructured all client-facing roles and responsibilities Creation of compensation plan Increase in Portfolio Growth in 6-month period Show less

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  Waves of Wellness Foundation

  Apr 2023 - Jul 2023

  Volunteer

  Mentor and Mental Health volunteer

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  Freelance

  May 2024 - now

  Self Employed