Summary
Overview
Work History
Skills
Timeline
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MARCO REEVES

Melbourne

Summary

Dynamic sales professional with over 13 years of proven success in appointment setting, deal closure, and revenue generation. Expertise in cultivating strong relationships with a diverse clientele, including individuals, small businesses and large corporations. A results-driven approach ensures consistent achievement of sales targets and business growth.

Overview

14
14
years of professional experience

Work History

Wealth Manager

CI-Associates
06.2023 - 06.2025
  • Provide personalized wealth management and financial planning services to business owners and professionals.
  • Devise comprehensive financial strategies to help clients achieve both short-term objectives and long-term financial security.
  • Leverage a finance background with $280M+ in facilitated investments, delivering informed, results-driven guidance.
  • Research, evaluate, and recommend tailored investment products aligned with client goals and risk profiles.

M&A Consultant and Business Advisor

Empire Flippers
06.2019 - 04.2022
  • Facilitated $280M+ in completed M&A transactions, successfully matching business owners with private equity firms and strategic buyers.
  • Built and maintained relationships with a large global network of buyers and sellers, driving repeat transactions and referrals.
  • Conducted in-depth financial analysis and valuations to identify acquisition opportunities and advise clients on exit strategies.
  • Led negotiations between multiple stakeholders, ensuring favorable deal terms and smooth transaction execution.
  • Oversaw end-to-end due diligence, from financial vetting through contract signing and escrow funding, minimizing risk for all parties.

Lead Generator/Appointment Setter

Freelancer/ Contractor
01.2019 - 06.2019
  • Supported client sales teams by filling pipelines with pre-qualified leads, accelerating deal flow and reducing time-to-close.
  • Conducted 100+ cold calls daily (averaging 20 per hour) to targeted businesses, generating a consistent pipeline of qualified prospects.
  • Delivered 2–5 booked appointments per day across multiple industries, exceeding client expectations.
  • Identified prospect needs and aligned them with client offerings, improving appointment-to-sale conversion rates by 20%.

Account Executive

Archistar
01.2017 - 06.2018
  • Generated 80+ new university leads per month through targeted cold calling and relationship building.
  • Delivered over 50 live product demonstrations of digital design software to academic departments across Australia.
  • Secured contracts with 10+ universities, contributing to a 20% increase in regional sales revenue during tenure.
  • Maintained relationships with 30+ active university accounts, ensuring recurring training package renewals and upsells.

Outbound Sales Representative

iSelect Health Insurance
06.2015 - 12.2016
  • Met and exceeded monthly revenue targets of $150,000
  • Contact warm leads and educate/guide them through the details of our products
  • Develop trust with clients as health insurance information can be very personal at times
  • Through conversation identify needs, based off these needs recommended and sell an appropriate Health Insurance Package
  • Provide assistance and support to maintain customer satisfaction

Account Executive

Parmalat
06.2013 - 06.2015
  • Awarded Salesperson of Q1 2015 for outperforming team targets and leading the region in new account acquisitions.
  • Developed and maintained relationships with a portfolio of 50+ retail and wholesale accounts, ensuring consistent product visibility and availability.
  • Increased sales revenue in the region by 15% year-on-year through upselling and promotional campaigns.
  • Conducted 100+ outbound calls per week to potential customers, introducing them to FMCG products and securing new distribution channels.
  • Achieved a 90% client retention rate by providing timely support and tailored product recommendations.

Inbound Call Centre Customer Service Representative

Call Active
06.2012 - 06.2013
  • Act as first point of contact for multiple large organizations, such as Pizza Hut and Energy Australia
  • Provide product information, handle inquiries as well as processing and up selling final orders
  • Handle and resolve customer complaints and if unable to, route calls to appropriate destination
  • Consistently achieve key performance indicators such as sales and time targets

Sales Representative

ELEDCO Lighting
12.2011 - 06.2012
  • Promote, advise and sell energy efficient products to customers via telephone and in person
  • Consistently reach both personal and team sales targets
  • Develop business plans and sales reports
  • Provide customer service and resolved complaints

Skills

  • Sales & Business Development: Over 13 years of experience in B2B, B2C and enterprise sales, with a proven track record of $300M in closed deals across multiple industries Expertise in cold calling, appointment setting, negotiation, and closing high-value contracts Skilled in cold outbound lead generation using tools like Apollo, LinkedIn Sales Navigator, Clay, and Instantly to build scalable pipelines and accelerate revenue growth
  • AI & Automation: Passionate about leveraging AI to improve workflows and outcomes Skilled in using tools like ChatGPT, n8n, Airtable, and Midjourney to build custom automations, personal agents, and content systems that enhance productivity and scale outreach
  • Financial Analysis & Investment Advisory: Skilled in conducting comprehensive business evaluations, analyzing financial statements, and recommending appropriate financial solutions tailored to client objectives Strong background in guiding clients through wealth-building and long-term financial planning decisions
  • Digital Media Skills: experience running online marketing campaigns through Facebook PPC, email, video content, hosting online webinars etc

Timeline

Wealth Manager

CI-Associates
06.2023 - 06.2025

M&A Consultant and Business Advisor

Empire Flippers
06.2019 - 04.2022

Lead Generator/Appointment Setter

Freelancer/ Contractor
01.2019 - 06.2019

Account Executive

Archistar
01.2017 - 06.2018

Outbound Sales Representative

iSelect Health Insurance
06.2015 - 12.2016

Account Executive

Parmalat
06.2013 - 06.2015

Inbound Call Centre Customer Service Representative

Call Active
06.2012 - 06.2013

Sales Representative

ELEDCO Lighting
12.2011 - 06.2012

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MARCO REEVES