Max Labelle

Highly motivated professional with a strong background in insurance, training, account management and sales. Seeking a challenging role to leverage my ability in driving business growth and delivering exceptional client service.

Associate Financial Advisor / Insurance Specialist at Cooperators Insurance (2024-05 – Present)

I currently sell life insurance for 2 Cooperators offices. Both officers provide various insurance products including Home, Auto, Commercial, Financial Planning, Investments, Health benefits and Travel Insurance. I use my contacts within the mortgage industry as referral sources and focus on insurance, financial planning and wealth. I also manage any referrals sent to me from broker partners for insurance products such as Home/Auto, Commercial and Wealth.

VP of Debt Protection at FCF Debt Protection – "Take your Mortgage to the Max" (2022-08 – 2024-05)

I work with Canada's largest Mortgage Brokers, FC Funding, and operate and manage an in-house insurance referral program for 350 broker's. I work with a mortgage brokers process to offer the Mortgage Insurance that brokers are required to present to their clients with a mortgage. Following a Needs Analysis if we find this product is not suitable, I offer other insurance products available under my license.

This program is unique and a one of a kind in Canada. It is based on my prior work and experience at Manulife Mortgage Protection Plan.

Account Manager Director at Manulife Financial (2009-07 – 2022-06)

I worked within the Canadian Financial Industry providing Creditor and Term Insurance to 300 offices and approximately 3500 Mortgage Brokers and Lenders across Ontario and Atlantic Canada. Along with signing contractual agreements to meet FSRA Regulatory requirements I was also required to complete ongoing training for brokers on how to present and represent our products to their mortgage clients. This made up the largest part of my position as well as providing added value to the brokers regarding their business.

It was also imperative to set sales goals with offices and brokers to help protect a client's largest investment, their mortgage, while providing a secondary income for the broker.

• Worked with Executive Management and the Marketing Team to establish marketing initiatives for the upcoming years.
• Created Training Book for all existing and new BDM within MPP
• Worked with Executive Management to set sales targets and initiatives.
• Kept up to date on provincial legislation and regulators as it pertained to the Canadian financial industry
• Held LLQP License in Ontario and all Atlantic Provinces
• Presented at Industry events
• Implemented standard Manulife MPP Insurance Testing for all agents within the Atlantic provinces in order to position MPP with their clients
• Proficient in Salesforce and Excel and Power Point
• Attended industry functions representing Manulife
• Manulife corporate Training Programs 2x a year
• Attended Industry Trade Shows
• Hosted mortgage network trips abroad for 200+ winners each year

Sales Director at inContact Software (2006-08 – 2009-09)

We were the first company in the Canadian Financial Industry to build and connect a CRM providing two-way data from their mortgage broker platform.

• Direct Mail programs for mortgage brokers to their clients
• Worked with mortgage brokers, firms and networks right across Canada
• Sold CRM and IT Technology to individual brokers, offices and networks a like
• Provided online and in person demonstrations nationally of the CRM's capabilities
• Provided customization on the CRM for clients
• Attended industry trade shows

Certificate in Health Studies – George Brown (1998-08 – 1998-12)