Inside Sales

Exceeded sales targets, generating $175M in gross sales in FY23, 107% of plan – product knowledge includes mutual funds, alternative investments, segregated funds, and exchange traded funds
• Collaborated frequently with Portfolio Managers, Product Management, and Sales Leadership, to leverage available resources to optimize product knowledge and develop sales strategies resulting in initiation of $22.9M in direct sales
• Spearheaded a fall campaign that yielded $140% of sales – target conducted analysis, designed solutions, and managed the campaign, showcasing strong communication and project management skills
• Revamped client service experience by building relationships with high-net worth clients, providing tailored reporting and investment proposals
• Accessed 1,200+ advisors in the region (6.5% of advisors nationally) and made 1,640 qualified calls year-to-date
• Identified cross-selling opportunities by aligning product recommendations to client needs and further product
education; resulting in an average sale of $1.1M per advisor, 51% above national average

• Exceeded sales objective of $45M in gross segregated fund sales and $10M in gross payout annuity sales annually
• Collaborated with Wholesaler to establish a strategic business plan for the territory with defined sales targets by
analyzing quarterly progress evaluations and making strategy adjustments resulted in sustained sales momentum
• Called and conducted 20 weekly meetings with financial advisors to evaluate segregated fund needs for clients;
equipped advisors with licensed advice on investment and estate planning solutions through targeted illustrations and proposals