Shawn Tomby

Insurance Advisor | Strategic Sales Leader

Talent

East Gwillimbury ON, L9N 0Z2Member since September 29, 2026

Sales LeadershipDistribution growthComplex insurance contractsTraining & DevelopmentStrategic AnalysisMarket researchBenchmarkingFinancial portfolio managementMicrosoft Office SuiteEPIC CRMFinancial planning softwareLife insuranceGroup benefitsRegulatory complianceWealth protection

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Sales LeadershipDistribution growthComplex insurance contractsTraining & DevelopmentStrategic Analysis

About

Results-oriented Financial Services & Insurance Consultant with over 15 years of progressive experience across life insurance, group benefits, brokerage, and retail banking. Proven expertise in distribution channel optimization, target operating model enhancement, process improvement, and cross-functional team leadership. Adept at conducting market benchmarking, evaluating client portfolios, and deploying workflow technologies (EPIC CRM, digital reporting tools) to streamline operations and enhance client experiences.

Brings deep domain knowledge in life and health products, regulatory compliance, and advisory frameworks to deliver client-centric solutions and strategic advisory for KPMG Management Consulting practice initiative.

Experience

Sales Advisor - Specialty Life Insurance - Vaughan ON

(2024-01)

Consistently meet and exceed sales targets by providing expert life insurance solutions to a diverse client base.

Develop a deep internal understanding of Specialty Life's distribution channels and product unique selling propositions (USPs).
Collaborate with cross-functional teams to identify gaps in advisor training and provide peer-to-peer coaching to improve conversion rates.

Insurance Broker, Financial Advisor - Kelly Smith Group - Aurora ON

(2019-01 - 2025-01)

Group Benefits Advisor (2021 – 2025): Managed a high-value portfolio, acting as the primary lead for plan administrators and delivering complex market benchmarking.
Insurance Broker & Financial Advisor (2019 – 2021): Developed comprehensive financial plans and managed full-cycle insurance applications, ensuring seamless service delivery and high retention.
Process Improvement: Streamlined client data management by implementing advanced CRM (EPIC) workflows, reducing administrative lag in renewal and claims reporting.

Account Manager - Bank of Montreal - Mississauga ON

(2008-01 - 2019-01)

Team Leadership & Mentorship: Acted as a formal mentor for junior staff, sharing best practices in wealth protection and credit solutions to elevate the branch's overall performance.
Operational Implementation: Identified and corrected inefficiencies in the client outreach process; implemented a new proactive contact strategy that maximized appointment bookings and standardized outbound call quality.
Portfolio Strategy: Managed complex member portfolios in collaboration with internal specialists, providing tailored guidance for high-net-worth wealth goals.
Sales Optimization: Led daily and weekly team meetings to identify business opportunities, fostering a collaborative environment that optimized customer service and sales closure rates.