Allison Grimes
PE
Summary
Experienced and dynamic professional with a proven track record in driving sales growth, building relationships, and implementing innovative solutions. Expertise in delivering exceptional service, and fostering collaboration. Adept at identifying opportunities, and developing sales strategies.
Overview
6
6
years of professional experience
Work History
Health and Wealth Consultant
Canada Life
02.2022 - Current
- Delivered personalized consultations to plan members, addressing their retirement, and financial wellness needs
- Developed in-depth knowledge of financial, and health products, aligning them with members' objectives to enhance their overall wellbeing
- Guided members in enrollment, navigation, and utilization of online platforms, assisting with claims submissions, benefits reviews, and wealth-building opportunities
- Identified and closed sales opportunities, leveraging training models and sales enablement tools to ensure optimal solutions for members
- Contributed to team success by participating in reviews, feedback sessions, product training, and compliance initiatives to enhance overall effectiveness and alignment with member expectations
Senior Financial Advisor
Scotiabank
12.2021 - 02.2022
- Provided tailored financial solutions to meet diverse client needs, ensuring high levels of satisfaction and engagement
- Led training initiatives for team members to adopt best practices for client development
- Proactively identified customer needs through active listening and effective communication
- Fostered and maintained strong, long-term relationships to enhance customer loyalty and satisfaction
Financial Advisor
Scotiabank
01.2020 - 12.2021
- Developed and implemented comprehensive financial plans to assist clients in achieving long-term goals
- Built lasting relationships through consistent communication and personalized support
- Achieved individual and team sales goals by driving business growth while ensuring a positive customer experience
- Delivered expert advice and relevant insights to educate and empower customers
Account Executive
Stingray
11.2018 - 12.2019
- Crafted and executed strategies to expand market share and increase revenue
- Cultivated strong relationships with clients and internal partners to maximize business potential
- Delivered marketing solutions tailored to client objectives, driving high satisfaction levels
Education
LLQP - Life Insurance License
CISRO
RFRA - Registered Financial Retirement Advisor
IIROC
Mutual Funds License -
IFSE
Skills
- Service Excellence
- Relationship Building
- Business Development
- Lead Generation
- Sales Expertise
- Growth Strategies
- Time Management
- Performance Metrics
Timeline
Health and Wealth Consultant
Canada Life
02.2022 - Current
Senior Financial Advisor
Scotiabank
12.2021 - 02.2022
Financial Advisor
Scotiabank
01.2020 - 12.2021
Account Executive
Stingray
11.2018 - 12.2019
RFRA - Registered Financial Retirement Advisor
IIROC
Mutual Funds License -
IFSE
LLQP - Life Insurance License
CISRO
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