Roger Geoffrion
Regional Sales Manager at Canada Life Assurance Co- Claim this Profile
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French Native or bilingual proficiency
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English Full professional proficiency
Topline Score
Bio
Credentials
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Ontario Life Insurance Licensed
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PFP, CSC
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Experience
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Canada Life Assurance Co
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Financial Services
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100 - 200 Employee
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Regional Sales Manager
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Dec 2004 - Present
Regional Marketing Consultant with Canada Life supporting business development to the brokerage distribution channel of personal Life Insurance and Living Benefit product sales in Eastern Ontario and the Outaouais to over 1400 brokers. My responsibilities include helping advisors increase sales by identifying opportunities in their current books of business and by educating them on various estate planning strategies, concepts and solutions. Regional Marketing Consultant with Canada Life supporting business development to the brokerage distribution channel of personal Life Insurance and Living Benefit product sales in Eastern Ontario and the Outaouais to over 1400 brokers. My responsibilities include helping advisors increase sales by identifying opportunities in their current books of business and by educating them on various estate planning strategies, concepts and solutions.
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Merrill Lynch
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Ottawa
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Advisor
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Aug 2000 - Nov 2004
Investment Advisor specializing in Corporate Liquidity Investing. Investment Advisor specializing in Corporate Liquidity Investing.
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Regional Marketing Manager
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Oct 1985 - Dec 1999
Progressive Sales Management roles over 14 years leading Specialized Insurance wholesaler's in Creditor Insurance, Group Insurance & individual Wealth Management in the Credit Union, Caisse Populaires market place in Canada. Progressive Sales Management roles over 14 years leading Specialized Insurance wholesaler's in Creditor Insurance, Group Insurance & individual Wealth Management in the Credit Union, Caisse Populaires market place in Canada.
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Group Insurance Specialist
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May 1975 - Oct 1985
My responsibilities included marketing and sales of Group Insurance products to & through agents throughout Norther and eastern Ontario. My responsibilities included marketing and sales of Group Insurance products to & through agents throughout Norther and eastern Ontario.
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Education
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Cambrian College
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College
Marketing Diploma, Marketing/Marketing Management, General
Community
