Regional Sales Director for Eastern Canada - The Edge Benefits - Montreal, Quebec, Canada
(2024-09 - 2026-02)
- Orchestrated high-impact B2B and B2C sales strategies as Regional Sales Director, spearheading national accounts, insurance agencies, and advisor networks across Eastern Canada, significantly expanding a powerful ecosystem of over 10,000 brokers and advisors.
- Worked closely with our marketing team to leverage specific products, incentivize different territories for growth opportunities and manage the effectiveness of quarterly promotions.
- Built, mentored, and energized high-performing advisor and distributor networks, consistently boosting premiums, producer activity, and overall profitability through targeted training and motivation programs.
- Delivered captivating in-person and virtual seminars, webinars, presentations, roadshows and corporate events that effectively promoted The Edge Benefits' state-of-the-art group benefits and insurance solutions to diverse audiences.
- Cultivated and nurtured strategic alliances with National Account partners, firms, and key advisors, serving as the trusted face of the company and driving long-term collaborative success.
- Leveraged in-depth product expertise and competitive intelligence to segment markets strategically, optimizing sales tactics and resource allocation for maximum impact.
- Proactively managed persistency, minimized wastage and cancellations, swiftly resolving challenges while maintaining seamless communication with internal teams and leadership.
- Consistently surpassed monthly sales targets by adapting strategies with agility, demonstrating exceptional time management and disciplined expense control aligned with corporate standards.
- Mastered consultative B2B sales processes, pinpointing high-potential opportunities with national accounts and key stakeholders, navigating complex sales cycles with precision and closing high-value deals.
- Captured audiences with compelling presentations and educational sessions for companies, advisors, brokers, and clients, fostering enduring relationships and accelerating adoption of innovative benefits solutions.
- Collaborated seamlessly with underwriters, internal teams, and senior leadership to guarantee flawless policy implementation, superior client service, and strategic contributions to company-wide growth.
Financial Advisor - TD BANK - Montreal, Quebec, Canada
(2022-06 - 2024-03)
- Drove sales of mortgages, investments, and insurance solutions while efficiently managing daily operations for a substantial client portfolio.
- Delivered proactive service by managing renewals, addressing inquiries, and ensuring full regulatory compliance to uphold exceptional standards.
- Expertly evaluated credit applications, executed cross-selling opportunities, and consistently achieved or exceeded aggressive sales targets.
- Provided strategic financial guidance to high-net-worth clients, developing personalized plans that strengthened long-term relationships and portfolio performance.
Account Executive - RBC INSURANCE - Montreal, Quebec, Canada
(2019-01 - 2022-06)
- Managed and Maintained existing client book of business. Increased growth with sales activities.
- Maximized client value through strategic upselling, cross-selling, and renewal management while serving as the primary trusted advisor.
- Conducted thorough needs analyses and crafted customized financial strategies to ensure optimal policy implementation and client satisfaction.
- Cultivated exceptional client loyalty and retention by delivering personalized service, consistently meeting sales quotas and building lasting partnerships.
