Experience

HUB Financial Inc.

• Canada
• Financial Services
• 100 - 200 Employee

• Vice President, Advanced Markets

  • Nov 2022 - Present

  • Spearhead the growth and development of our National Advanced Case & Estate Solutions division • Further build and enhance the value proposition for this National division • Support advisor pre-sale inquiries in the advanced case insurance market • Bring forward and drive recommendations from various products and carriers based on unique high-net-worth client situations • Provide thorough reviews of active cases with advisors and present the best possible solution using illustrations, comparisons, and custom marketing presentations • Deliver engaging presentations (in person and virtually) on Advanced Case concepts at HUB and Industry events. • Maintain and develop relationships with advanced market advisors and our carrier partners • Participate in the recruitment cycle of advisors as HUB partners with new advisors in the corporate and high-net-worth market • Provide coaching and training to advisors on prospecting effectively in the corporate and high net worth market • Maintain the integrity and reputation of HUB Financial advisors when it comes to product recommendations • Everything else related to supporting this division on a national basis Show less



PPI

• Canada
• Insurance
• 700 & Above Employee

• Director of Advanced Sales

  • 2016 - Nov 2022

  ▪ Objective is to increase sales in the High Net worth market for PPI in Ontario. Identify and train advisors that have opportunity in the high net worth market. ▪ Provide case consultation support on Advanced Concept and Estate Strategies. Work closely with PPI Planning Services Team, and have access to on staff Accountant and Tax and Estate Lawyers. ▪ Train advisors at spotting opportunities on a one on one or by conducting seminars. Meet with clients on more complex cases as required to help establish sale. ▪ Create customized client presentations. Show less



PPI

• Canada
• Insurance
• 700 & Above Employee

• Sales Director

  • Mar 2013 - Jan 2015

  ▪ Objective to build strong relationships with key advisors with the intention of pro-actively increasing insurance revenue. ▪ Train advisors and help them become experts at spotting Insurance revenue opportunities in their book of business or with potential clients. The goal is to identify cases. ▪ Case consultation based on client current situations and desired outcome. Focused on mid to the high net worth market. Responsible for a number of Whole Life settled cases at PPI by working with advisors that have not sold the product prior. Attend client meetings as required. Show less



HUB Financial Inc.

• Canada
• Financial Services
• 100 - 200 Employee

• National Account Insurance Specialist

  • Apr 2009 - Mar 2013

  ▪ Provide Sales and Marketing of Insurance solutions to HSBC Securities Investment Advisors and to the Independent Advisor channel. ▪ Provide individual or workshop Insurance training to HSBC Securities Advisors. ▪ Meet with Advisor and clients to implement Insurance recommendation. ▪ Weekly progress report to Hub Financial and HSBC Securities upper management. ▪ Provide Sales and Marketing of Insurance solutions to HSBC Securities Investment Advisors and to the Independent Advisor channel. ▪ Provide individual or workshop Insurance training to HSBC Securities Advisors. ▪ Meet with Advisor and clients to implement Insurance recommendation. ▪ Weekly progress report to Hub Financial and HSBC Securities upper management.



CIBC Wood Gundy

• Financial Services
• 700 & Above Employee

• Estate Planning Associate

  • Jan 2007 - Mar 2009

  ▪ Provide Insurance sales support to Estate Planning Consultant and Investment Advisors in Central Toronto Region. ▪ Responsible for developing relationships with Investment Advisors, and increase Insurance Sales Revenue within territory. ▪ Meet with clients independently, either in person or by telephone to complete analysis and carry through Insurance recommendations. ▪ Organizing of Seminars within different branches with objective of increasing Insurance awareness in territory. Show less



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Insurance Business Developmet Associate

  • Jan 2005 - Jan 2007

  ▪ Provide Insurance Sales Support to South Western Ontario Region. Serve as first point of contact for insurance marketing material and insurance sale proposals for 80+ Investment Executives (IE) in 8 branches. Consistently exceed target of 90 new proposals every 3 months. ▪ Consult with Investment Executives to help identify sale opportunities within their business. Also, provide consultation directly to their clients through needs analysis, recommending appropriate so-lutions as required. ▪ Proactive opportunities spot of large Insurance cases for Insurance Consultant within Investment Executive book of business.▪ Liaised with back office to resolve complex problems with pending insurance cases. Escalate is-sues through the right channels when necessary.▪ Educate and training of individual advisers at different branches to help increase insurance revenue within region. Show less

• Insurance Marketing Assistant

  • Jan 2002 - Jan 2005

  ▪ Consistently provided Marketing Support including distributing material and illustrations to advisers within deadlines. ▪ Proactively participated and provided Marketing material to Investment Executive’s for quarterly client New Letters.▪ Managed all insurance files. Identified and addressed issues with Regions high volume New Business and In-force cases through weekly reports review. ▪ Ensured back office had the required file documentation, inputted client relationship database and followed up with clients when additional information was required.▪ Provided monthly revenue Forecast to the Insurance Consultant, ensuring all cases completed the underwriting process, and contract was accepted by client by month end deadlines. Show less