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Drive new commercial insurance business by developing sales strategies, building relationships with unions, contractors and owners, designing tailored commercial insurance solutions, collaborating with service teams, maintaining pipeline, meeting sales targets, and representing the brokerage at industry and union events.

Drive new business growth for medium and large market clients by managing the end-to-end sales cycle for group benefits and related products. Qualify leads, present proposals, close deals, and hand off to account teams. Maintain product and legislative knowledge, track sales in CRM, deliver on-site presentations, mentor analysts, participate in industry events, and meet sales targets.

Drive new business and manage a portfolio of group benefits clients through strategic consulting, plan design, pricing, renewals, benchmarking, and client service. Develop new accounts via prospecting, negotiate renewals, mentor internal teams, and maintain supplier relations while ensuring revenue, client retention, and compliance with benefits legislation.

Advise clients and sell individual insurance and investment products (life, CI, disability, health/dental, segregated funds, annuities). Build and maintain client relationships, generate leads, meet sales targets, ensure licensing compliance, and travel regionally for in-person meetings.

Provide administrative and operational support for advisors: process client service requests and new business applications, track underwriting and approvals, maintain organized electronic records, coordinate with carriers and internal teams, and support onboarding and reporting to improve service responsiveness and compliance.

Manage and grow relationships for group benefits clients: set strategic plans, analyze claims and carrier proposals, prepare market specifications, support renewals and implementations, collaborate with analysts and underwriters, deliver client presentations, and identify cross-sell opportunities.

Responsable de la croissance commerciale et de l'atteinte des objectifs annuels pour l'assurance collective et produits connexes. Prospecter, construire et gérer un pipeline, diriger le cycle de vente de bout en bout, préparer présentations et propositions, collaborer avec marketing, souscription et tarification, assurer le suivi CRM et maintenir la satisfaction client.

Lead national growth for the National Indigenous Solutions Practice by originating pipelines, managing RFPs, developing sales strategy, and coaching a team of 4–6 Business Development Consultants. Build partnerships, oversee end-to-end sales for group insurance and retirement products, ensure CRM and reporting accuracy, and collaborate with leadership to meet annual business development goals.