Senior Advisor, Individual and Group Insurance

• Mar 2023 - Present

Insurance Advisor and Investment Representative

• Mar 2020 - Feb 2023

As a Financial Security Advisor and Investment Representative, I work closely with individuals, families and businesses to gain an understanding of their goals and dreams. Then analyze their current financial and insurance situations. And identify any gaps that exist and create plans of action. Once solid plans are in place, I regularly review these with clients to ensure that any evolving needs match up with short and long term goals. How can I be of service to you today? As a Financial Security Advisor and Investment Representative, I work closely with individuals, families and businesses to gain an understanding of their goals and dreams. Then analyze their current financial and insurance situations. And identify any gaps that exist and create plans of action. Once solid plans are in place, I regularly review these with clients to ensure that any evolving needs match up with short and long term goals. How can I be of service to you today?

Sales Representative

• May 2019 - Dec 2019

I promoted the Canadian Scholarship Trust Plan to new and expecting parents. The Canadian Scholarship Foundation is the oldest and one of Canada’s largest group Registered Education Savings Plan (RESP) providers in Canada with over 59 years of experience providing education savings solutions to families across Canada. As the distributor and investment manager of the Canadian Scholarship Trust Plans, C.S.T Consultants Inc (CST) focuses solely on education savings plans. I promoted the Canadian Scholarship Trust Plan to new and expecting parents. The Canadian Scholarship Foundation is the oldest and one of Canada’s largest group Registered Education Savings Plan (RESP) providers in Canada with over 59 years of experience providing education savings solutions to families across Canada. As the distributor and investment manager of the Canadian Scholarship Trust Plans, C.S.T Consultants Inc (CST) focuses solely on education savings plans.

Account Manager

• May 2014 - Aug 2019

I managed multi-million dollar accounts for the B2B sale of custom countertop services to home builders, kitchen and bath remodelling companies, contractors and independent designer clients. I developed and nurtured relationships with clients, perform results analysis, and implemented targeted engagement and retention plans, resulting in $3.3 million in sales in 2018. I managed multi-million dollar accounts for the B2B sale of custom countertop services to home builders, kitchen and bath remodelling companies, contractors and independent designer clients. I developed and nurtured relationships with clients, perform results analysis, and implemented targeted engagement and retention plans, resulting in $3.3 million in sales in 2018.

Sales Associate; Customer Care Manager; Social Media Coordinator

• Feb 2012 - Jun 2014

I developed and implemented sales tools, marketing strategies, and communication protocols to cultivate and maintain relationships with new and prospective customers. I was also responsible for resolving client issues and engaging with the public using various social media. I leveraged sales and communication strategies to become a top sales representative with $500,000 in above-ground pool sales while leading an initiative to increase the company’s online reputation. I received more written customer testimonials than any other sales associate during my time at Mermaid Pools and Hot Tubs. Show less

International development consultant/Freelance editor and proofreader

• Aug 2008 - Feb 2012

As a self-employed consultant, I provided editing and proofreading services to non-profit and private sector organizations, and graduate students in Southern Africa. I conducted research into child rights and protection issues and authored, edited, and published advocacy and fundraising materials. I collaborated with several international development organizations to evaluate the outcomes of their advocacy and programming work and determine successes, challenges, lessons learned, outcomes and identify best practices. (A complete list of consultancies, editing and proofreading projects and publications attached) Show less

Project Coordinator

• Jan 2007 - Jun 2008

I conducted in-depth research into the psycho-social, economic and political factors impacting child migration in Southern Africa. I prepared and facilitated presentations to government officials, UN agencies, NGO staff, and media professionals on findings to advocate for funding for additional research into migration trends and the creation of protection programs for affected children. I collaborated with research and publication teams in four countries to develop content and provide technical support for a research book and magazine on patterns, contributing factors, and associated outcomes of child migration. Show less

Information and Communications Coordinator

• Nov 2005 - Dec 2006

I was responsible for the development and implementation of advocacy strategies to raise public awareness about social issues affecting the children of Mozambique such as HIV/AIDS, sexual abuse, and other child protection issues. I spearheaded the creation of written correspondence and documentation used to support research and relief efforts including grant proposals, case studies, and press releases.

Project Coordinator

• Mar 2003 - Mar 2005

My role consisted of coordinating network-wide policy development, advocacy, and public education initiatives around the protection of children from armed conflict. I conducted comprehensive research to write content for formal policy submissions to Canadian International Development Agency, Foreign Affairs and International Trade Canada, and Department of National Defence and to author Canada’s entry for the 2004 Child Soldiers Global Report. I was also responsible for facilitating roundtable meetings and consultations with network members and government officials to discuss protection issues concerning children and armed conflict. Show less