1. INSURANCE SALES PROFESSIONAL
James Purcell (Ba BusCom)(Dip FS)
6 Swift Court Carrum Downs Vic, 3201
M: 0402 005 506 P:03 97823202
Profile James Purcell has been individually authorised (Representative Number
339093) to provide financial product advice and deal in all of the below
mentioned categories as an employee of Fountain Gate Nomineeson
behalf of Aon Hewitt Financial Advice Limited.
Experience
James Purcell has a joined Fountain Gate Nominees Pty Ltd in 2011 after
gaining industry experience over the previous four years.
James has extensive knowledge of personal risk insurance that will
enable him to assist his client’s to meet their risk insurance needs.
Qualifications
Bachelor of Business and Commerce
Diploma of Financial Services (Financial Planning)
Skill Summary:
 Knowledge of insurance industry and its products
 Skilled in assessing clients' needs and recommending suitable coverage options
 Skilled in developing and implementing marketing plans
 Outstanding analytical skills to solve problems
 Able to handle a fast-paced work environment
 A good negotiator with excellent conflict-resolution skills
 Excellent organizational skills and detail-oriented
 Able to complete work within given timeline and multi-task
 Ability to interpret and explain quotes provided by insurance carriers
 Well-versed with MS Office Suite and other applications used by insurance companies
Work Experience:
Fountain Gate Nominees (AON) - Financial Planner 2012 - Current
 Collect information from clients and assess their insurance needs
 Plan and attend meetings to solve insurance-related problems
 Research on the various insurance companies and insurance policies offered by them to help clients in
choosing most suitable ones
 Advice clients on risk management and assist them to develop new ways to minimize risks
 Prepare reports for insurance underwriters and negotiate with the clients
 Renew or modify existing policies
 Assist clients in claim process
 Develop and maintain relationships with clients, surveyors, structural engineers, underwriters,
photographers, and other professionals.
 Collect insurance premiums and processing accounts
 Keep detailed records of each and every policy

2. ISELECT – Team Leader Life/Risk 2010 – 2012
 Managing, mentoring and motivating a team of 10 - Professional Life / Risk Consultants
 Ensuring all centre KPI’s/targets are worked towards and helping individuals reach their goals (compliance
& sales targets
 Demonstrating exceptional customer service skills, product knowledge and problem solving abilities
 Utilising strong time management skills daily, weekly and monthly to ensure all tasks are complete and
feedback is delivered
ISELECT– Life/Risk Consultant 2008 - 2010
 Advised clients on their insurance needs
 Researched and studied life insurance policies offered by different companies
 Matched policies with clients' needs
 Assisted in the document process required for buying policies
 Managed claims for clients from beginning to end
 Studied and offered flexible payment terms to clients
 Analysed and communicated risk factors associated with certain coverage
 Helped in renewing lapsed policies by negotiating on fine and interest on late payment
Qualifications:
 Ba Business & Commerce: Monash University
 Diploma of Financial Services: Kaplan Higher Education
References:
Don Glendinning: Senior Client Development Manager
AIA Australia 0412 302 764
Kath Imlach: Mercer Wealth Solution
0414 702 056