Realtor - Residential and Commercial

• Mar 2016 - Present

Realtor - Residential and Commercial

• Feb 2008 - Mar 2016

Group Manager, Sales and Service, Life Insurance Centre

• May 2015 - Aug 2015

Team Manager, Sales, Life Insurance Centre

• Sep 2014 - May 2015

Life and Living Benefits Insurance Sales Consultant at RBC

• May 2012 - Aug 2014

Responsible for providing Life and Living Benefit solutions to the Brokerage channel. Daily operations consist of product training, client and sales consultations, hosting product webinars and seminars, and supporting the growth and profitability of the Central Sales Region. Key Responsibilities • Foster relationships with advisors and brokers to work collaboratively to create unique plan designs for the client • Continually seek and develop leads with brokers through group… Show more Responsible for providing Life and Living Benefit solutions to the Brokerage channel. Daily operations consist of product training, client and sales consultations, hosting product webinars and seminars, and supporting the growth and profitability of the Central Sales Region. Key Responsibilities • Foster relationships with advisors and brokers to work collaboratively to create unique plan designs for the client • Continually seek and develop leads with brokers through group, individual and case study meetings • Facilitate product webinar presentations for clients across Canada • Analyze RBC competitive positioning and promote value of RBC Insurance’s suite of products to clients • Prepare quotes and proposals for qualified prospects • Cross sell additional business products such as Group Long Term Disability and Segregated Funds • Assist brokers with claim processes • Collaborate with colleagues and management to develop strategic sales plan to achieve goal • Maintain strong relationships with service partners such as Underwriting, Policy Accounting, Product Development, Sales Support etc. Show less Responsible for providing Life and Living Benefit solutions to the Brokerage channel. Daily operations consist of product training, client and sales consultations, hosting product webinars and seminars, and supporting the growth and profitability of the Central Sales Region. Key Responsibilities • Foster relationships with advisors and brokers to work collaboratively to create unique plan designs for the client • Continually seek and develop leads with brokers through group… Show more Responsible for providing Life and Living Benefit solutions to the Brokerage channel. Daily operations consist of product training, client and sales consultations, hosting product webinars and seminars, and supporting the growth and profitability of the Central Sales Region. Key Responsibilities • Foster relationships with advisors and brokers to work collaboratively to create unique plan designs for the client • Continually seek and develop leads with brokers through group, individual and case study meetings • Facilitate product webinar presentations for clients across Canada • Analyze RBC competitive positioning and promote value of RBC Insurance’s suite of products to clients • Prepare quotes and proposals for qualified prospects • Cross sell additional business products such as Group Long Term Disability and Segregated Funds • Assist brokers with claim processes • Collaborate with colleagues and management to develop strategic sales plan to achieve goal • Maintain strong relationships with service partners such as Underwriting, Policy Accounting, Product Development, Sales Support etc. Show less

Sr. Team Leader, Fraud Management

• Mar 2010 - May 2012

Responsible for branch level risk management control and managing a team of 18 direct reports. Instrumental in exceeding quarterly fraud prevention goals weekly orchestrated role play exercises with reporting team. Investigated and analyzed accounts related to or in accordance with potentially fraudulent activity. Enhanced client experience by meeting and exceeding established service level agreements on annual service partner satisfaction survey. Key… Show more Responsible for branch level risk management control and managing a team of 18 direct reports. Instrumental in exceeding quarterly fraud prevention goals weekly orchestrated role play exercises with reporting team. Investigated and analyzed accounts related to or in accordance with potentially fraudulent activity. Enhanced client experience by meeting and exceeding established service level agreements on annual service partner satisfaction survey. Key Responsibilities • Delivered and conducted presentations to VP’s and Executives on Fraud trends and NFDG’s processes and procedures • Implemented new initiatives and process enhancements • Provided consistent training to ensure Contact Centre metrics and Service Partner Agreements were met • Conducted coaching sessions with individual team members to provide regular feedback and reinforce the consistent use of “client first” principles • Proactively identified and recommended solutions to recurring errors and service gaps - acted as a referral point/Subject Matter Expert

Junior Investment and Retirement Planner

• Sep 2008 - Feb 2010

Proactively called leads to discuss current investment portfolios and arrange meetings for financial review. Daily reviews of RBC’s and 3rd party funds and investment products to ensure sound financial advice. Anchor clients to build relationships with RBC in efforts to bring new business and maintain future business. Build partnerships with CSR’s, Financial Planners, Account Managers, and Branch manager to ensure a strong referral system.

Manager Client Care, Retail Banking

• Oct 2007 - Aug 2008

Led, managed, and developed the front line Customer Service team, which consisted of 14 representatives to achieve branch sales goals while maintaining a superior client experience. Championed customer loyalty initiatives to ensure that corporate standard, reputation, and likelihood to recommend were being met. Acted as the first point of contact for all client problem resolution matters. Key Responsibilities • Coached sales and service staff on identifying new sales… Show more Led, managed, and developed the front line Customer Service team, which consisted of 14 representatives to achieve branch sales goals while maintaining a superior client experience. Championed customer loyalty initiatives to ensure that corporate standard, reputation, and likelihood to recommend were being met. Acted as the first point of contact for all client problem resolution matters. Key Responsibilities • Coached sales and service staff on identifying new sales opportunities by developing a client portfolio review process prior to clients initial visit • Supported Account Managers in the account opening process and provided financial advice on investments • Was appointed the position of sales coach to help provide sales ideas and drive numbers • Create training and developmental program and calendar for new hires • Managed unit operational effectiveness and compliance with risk management guidelines

Team Manager, CRM

• Jan 2006 - Oct 2007

Coached and developed a high performing team of 25 direct reports. Determined areas for improvement and prepared action plans for improvement. Accountabilities included tracking of daily/weekly sales reports and stacked ranking results to achieve campaign and monthly sales goals. Key Responsibilities • Recognized on several occasions for having top sales team with best attendance and productivity levels • Forecasted achievable per head weekly goals • Weekly meetings and… Show more Coached and developed a high performing team of 25 direct reports. Determined areas for improvement and prepared action plans for improvement. Accountabilities included tracking of daily/weekly sales reports and stacked ranking results to achieve campaign and monthly sales goals. Key Responsibilities • Recognized on several occasions for having top sales team with best attendance and productivity levels • Forecasted achievable per head weekly goals • Weekly meetings and daily huddles to discuss product knowledge, objection handling, operational procedures, and concerns of staff • Partnered closely with work force management team, HR, and Manulife to provide meaningful and timely feedback to direct reports