Senior Business Development Manager

• Feb 2021 - Present

Business Development Manager

• Mar 2019 - Feb 2021

Business Development o Consult with MGAs, in an effort to promote BMO Life Assurance product and services to their brokers, including but not limited to, the following key activities: o Determining the application of the sales strategy for sales calls to prospect MGAs and brokers o Supporting existing relationships with current MGAs and brokers o Meeting individually with brokers or MGA product specialists to promote our products and attain sales objectives o Conducting… Show more Business Development o Consult with MGAs, in an effort to promote BMO Life Assurance product and services to their brokers, including but not limited to, the following key activities: o Determining the application of the sales strategy for sales calls to prospect MGAs and brokers o Supporting existing relationships with current MGAs and brokers o Meeting individually with brokers or MGA product specialists to promote our products and attain sales objectives o Conducting appropriate seminars and workshops to present products and sales concepts o Providing case support for brokers and MGAs as required to obtain the business o Requesting special quotes on life insurance products as required o Identify potential new MGAs and Brokers o Attend and participate in regional industry events to promote BMO Life Assurance products and services, and enhance the overall reputation of the company o Provide monthly reporting of sales results for MGAs and brokers, and generate discussions on more productive business development opportunities Concept Development o Discuss sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products and provide support to their sales efforts o Share sophisticated insurance concept solutions with other members of the business development team to leverage success across the regional team MGA/Broker Support o Provide advanced product and software training to groups or individuals as required to support the business o Investigate the status of large cases currently in the new business application process and resolve issues to secure the business and/or mitigate risk for BMO Life Assurance

General Manager

• May 2005 - Mar 2019

• Provide consultative advice to advisors who are specifically working with High Net Worth, professionals and incorporated clients to identify their specific needs and offer the best solutions • Conduct sales and marketing presentations on various companies’ insurance portfolio and concept selling, market and product updates on life and health insurance products and advanced strategic insurance planning applications • Maintain business relationships of high quality by ensuring on-going… Show more • Provide consultative advice to advisors who are specifically working with High Net Worth, professionals and incorporated clients to identify their specific needs and offer the best solutions • Conduct sales and marketing presentations on various companies’ insurance portfolio and concept selling, market and product updates on life and health insurance products and advanced strategic insurance planning applications • Maintain business relationships of high quality by ensuring on-going services to clients, and client needs are answered promptly and in a professional manner • Conduct ongoing sales presentations with existing and prospective clients and participate in conferences and investor seminars • Build strong and professional working relationships with our advisors by providing leadership and guidance • Be the contact for marketing support, sales and product/concept training as well as contracting, underwriting process and in force support • Increases company's effectiveness by recruiting, selecting, orienting, training and coaching advisors and staff • Increase and retain the sales through the strengthening of existing business relationships and the development of new business relationships • Promote the use of life insurance and living benefit products by doing case preparation, packaging of cases and tax efficient strategies and enabling advisors to identify insurance opportunities within their client base Show less • Provide consultative advice to advisors who are specifically working with High Net Worth, professionals and incorporated clients to identify their specific needs and offer the best solutions • Conduct sales and marketing presentations on various companies’ insurance portfolio and concept selling, market and product updates on life and health insurance products and advanced strategic insurance planning applications • Maintain business relationships of high quality by ensuring on-going… Show more • Provide consultative advice to advisors who are specifically working with High Net Worth, professionals and incorporated clients to identify their specific needs and offer the best solutions • Conduct sales and marketing presentations on various companies’ insurance portfolio and concept selling, market and product updates on life and health insurance products and advanced strategic insurance planning applications • Maintain business relationships of high quality by ensuring on-going services to clients, and client needs are answered promptly and in a professional manner • Conduct ongoing sales presentations with existing and prospective clients and participate in conferences and investor seminars • Build strong and professional working relationships with our advisors by providing leadership and guidance • Be the contact for marketing support, sales and product/concept training as well as contracting, underwriting process and in force support • Increases company's effectiveness by recruiting, selecting, orienting, training and coaching advisors and staff • Increase and retain the sales through the strengthening of existing business relationships and the development of new business relationships • Promote the use of life insurance and living benefit products by doing case preparation, packaging of cases and tax efficient strategies and enabling advisors to identify insurance opportunities within their client base Show less

Marketing Associate

• Nov 2002 - May 2005

• Help build effective business relationships with the insurance and investment advisors and administration staff of our Managing General Agencies and National Accounts. • Train the Managing General Agencies (MGA) regarding IA products, sales concepts and illustration software, as well as the IA’s administrative process, including a clearer understanding of the contracting, Extranet and commission programs • Providing technical and product advice to agents on subjects such as: case… Show more • Help build effective business relationships with the insurance and investment advisors and administration staff of our Managing General Agencies and National Accounts. • Train the Managing General Agencies (MGA) regarding IA products, sales concepts and illustration software, as well as the IA’s administrative process, including a clearer understanding of the contracting, Extranet and commission programs • Providing technical and product advice to agents on subjects such as: case preparation, packaging of cases, specialty business and tax efficient strategies • Making suggestions/strategies for placement of complex cases • Participating in road shows for new IA products and services and attending conferences as a speaker, delegate or IA exhibitor; creating and revising presentations • Responding to internal and external inquiries through telephone, email, written correspondence, or in person, in a timely and professional manner Show less • Help build effective business relationships with the insurance and investment advisors and administration staff of our Managing General Agencies and National Accounts. • Train the Managing General Agencies (MGA) regarding IA products, sales concepts and illustration software, as well as the IA’s administrative process, including a clearer understanding of the contracting, Extranet and commission programs • Providing technical and product advice to agents on subjects such as: case… Show more • Help build effective business relationships with the insurance and investment advisors and administration staff of our Managing General Agencies and National Accounts. • Train the Managing General Agencies (MGA) regarding IA products, sales concepts and illustration software, as well as the IA’s administrative process, including a clearer understanding of the contracting, Extranet and commission programs • Providing technical and product advice to agents on subjects such as: case preparation, packaging of cases, specialty business and tax efficient strategies • Making suggestions/strategies for placement of complex cases • Participating in road shows for new IA products and services and attending conferences as a speaker, delegate or IA exhibitor; creating and revising presentations • Responding to internal and external inquiries through telephone, email, written correspondence, or in person, in a timely and professional manner Show less

Business Analyst/Programmer

• Nov 1999 - Nov 2002

• Analyzed business functions and identified system changes required. • Supported life insurance applications by doing advance testing, analysis and complex calculations for implementing new products or enhancing the existing products. • Liaised with project managers, business consultants and the programmers in order to define and document system specifications, detailed programming requirements and enhancements required for achieving the desired end-result. • Developed project work… Show more • Analyzed business functions and identified system changes required. • Supported life insurance applications by doing advance testing, analysis and complex calculations for implementing new products or enhancing the existing products. • Liaised with project managers, business consultants and the programmers in order to define and document system specifications, detailed programming requirements and enhancements required for achieving the desired end-result. • Developed project work plans by gathering spec requirements, creating test plans/cases, updating detailed systems/business specifications and documents. • Recommended programming solutions and testing strategies to support and improve the process of implementing the products in the systems. • Coached junior business analysts by giving directions and assigning different tasks within the project. • Offered technical presentations/trainings on various products to actuarial students and internal staff. Show less • Analyzed business functions and identified system changes required. • Supported life insurance applications by doing advance testing, analysis and complex calculations for implementing new products or enhancing the existing products. • Liaised with project managers, business consultants and the programmers in order to define and document system specifications, detailed programming requirements and enhancements required for achieving the desired end-result. • Developed project work… Show more • Analyzed business functions and identified system changes required. • Supported life insurance applications by doing advance testing, analysis and complex calculations for implementing new products or enhancing the existing products. • Liaised with project managers, business consultants and the programmers in order to define and document system specifications, detailed programming requirements and enhancements required for achieving the desired end-result. • Developed project work plans by gathering spec requirements, creating test plans/cases, updating detailed systems/business specifications and documents. • Recommended programming solutions and testing strategies to support and improve the process of implementing the products in the systems. • Coached junior business analysts by giving directions and assigning different tasks within the project. • Offered technical presentations/trainings on various products to actuarial students and internal staff. Show less

Marketing Actuarial Analyst

• Mar 1998 - Nov 1999

• Provided technical support to users and brokers by doing complex calculations and analysis within the policies. • Worked with external clients and internal business/technical groups to identify, analyze and implement the client’s system requirements. • Analyzed different company products for competitive analysis; created and developed spreadsheets, charts and applications to illustrate the comparison. • Provided different surveys based on the main competitor products. • Prepared… Show more • Provided technical support to users and brokers by doing complex calculations and analysis within the policies. • Worked with external clients and internal business/technical groups to identify, analyze and implement the client’s system requirements. • Analyzed different company products for competitive analysis; created and developed spreadsheets, charts and applications to illustrate the comparison. • Provided different surveys based on the main competitor products. • Prepared documentations and offered trainings on different products. Show less • Provided technical support to users and brokers by doing complex calculations and analysis within the policies. • Worked with external clients and internal business/technical groups to identify, analyze and implement the client’s system requirements. • Analyzed different company products for competitive analysis; created and developed spreadsheets, charts and applications to illustrate the comparison. • Provided different surveys based on the main competitor products. • Prepared… Show more • Provided technical support to users and brokers by doing complex calculations and analysis within the policies. • Worked with external clients and internal business/technical groups to identify, analyze and implement the client’s system requirements. • Analyzed different company products for competitive analysis; created and developed spreadsheets, charts and applications to illustrate the comparison. • Provided different surveys based on the main competitor products. • Prepared documentations and offered trainings on different products. Show less

Financial Advisor

• Jan 1997 - Mar 1998

• Sold insurance policies to individuals and families. • Explained merits of insurance policies and other financial products, suggested appropriate solutions. • Sold insurance policies to individuals and families. • Explained merits of insurance policies and other financial products, suggested appropriate solutions.