National Recruiting Advisor
Serenia Life Financial
04.2022 - Current
Amber Deegan
National Recruiting Advisor
Waterloo,ON
Timeline
BOA/Growth Advisor
Edward Jones
01.2004 - 09.2020
Financial Advisor
TD Bank
02.1999 - 12.2003
Work History
National Recruiting Advisor
Serenia Life Financial
04.2022 - Current
- Developed and implemented recruiting strategies to attract top talent across various departments.
- Streamlined candidate evaluation processes to improve hiring efficiency and reduce time-to-fill rates.
- Collaborated with hiring managers to understand staffing needs and create targeted job descriptions.
- Utilized applicant tracking systems to manage candidate pipelines and enhance recruitment workflows.
- Enhanced employer branding initiatives to promote company culture and attract high-quality applicants.
- Analyzed recruitment metrics to identify trends and inform strategic decision-making for workforce planning.
- Fostered relationships with external agencies and educational institutions to expand talent sourcing channels.
- Streamlined hiring processes for quicker candidate placements, resulting in reduced time-to-fill rates.
- Enhanced recruitment efficiency by implementing innovative strategies and cost-effective sourcing techniques.
- Developed comprehensive interview guides and assessment tools for consistent candidate evaluations across all roles and functions within the organization.
- Implemented data-driven decision-making practices to continuously improve recruitment effectiveness and outcomes based on measurable metrics.
- Oversaw the implementation of diversity and inclusion strategies within recruitment efforts, promoting an inclusive workplace culture that values diverse perspectives and experiences.
- Maintained current knowledge of industry regulations and legislation to amend policies and promote compliance.
BOA/Growth Advisor
Edward Jones
01.2004 - 09.2020
- Developed growth strategies to enhance client engagement and retention
- Collaborated with cross-functional teams to streamline project implementations
- Analyzed market trends to identify new business opportunities
- Facilitated workshops to educate clients on product benefits and best practices
- Optimized processes for lead generation, enhancing efficiency in outreach efforts
- Mentored junior team members to improve their skills, resulting in increased productivity and overall team success.
- Increased client base by developing and implementing strategic growth plans for businesses.
- Assisted in portfolio management, ensuring alignment with investment strategies.
- Prepared detailed reports for client meetings, enhancing decision-making efficiency.
- Trained new team members on compliance regulations and best practices.
- Fostered strong client relationships through regular follow-ups and feedback sessions.
- Analyzed recruitment metrics to identify trends and inform strategic decision-making for workforce planning.
- Recruited top talent to maximize profitability.
Financial Advisor
TD Bank
02.1999 - 12.2003
- Developed customized financial plans to meet client goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations.
- Cultivated relationships with clients, ensuring ongoing satisfaction and retention.
- Conducted comprehensive portfolio reviews to optimize asset allocation strategies.
- Mentored junior advisors on best practices in client management and investment strategies.
- Led financial workshops to educate clients on investment options and market dynamics.
- Evaluated regulatory changes to ensure compliance in financial advising practices.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Led financial planning seminars, attracting potential clients through expert knowledge sharing.
- Increased assets under management through targeted business development efforts.
Skills
Analytical thinking
Time management
Critical thinking
Written communication
Relationship building
Training and mentoring
Career planning
Goal setting
Sales strategy
Empathy and understanding
Solution-oriented approach
Teamwork and collaboration
Overview
27
27
years of professional experience
Summary
Helping Financial Life Insurance Advisors Build Thriving Careers & Pipelines With over 20+ years of experience in the financial services industry, I specialize in empowering life insurance advisors, sales professionals, and entrepreneurs to achieve their full potential. My mission is to attract, train, and support high-performing advisors who share a vision of providing holistic and personalized financial solutions to clients. I'm passionate about: -Recruiting top-performing professionals into rewarding careers -Helping advisors build a thriving pipeline in their first 90 days -Using innovative strategies, including AI tools, to enhance productivity and client acquisition -
Creating opportunities for personal and professional growth What sets me apart?. I blend my Financial background and my Marketing expertise to deliver a fresh perspective on pipeline building and career development. I pride myself on offering actionable strategies, real-world insights, and unwavering support to those ready to take their careers to the next-level.
⭐Why Connect With Me? ׂ
➠Are you a sales professional looking for a fulfilling career in life insurance? I'd love to introduce you to a career path with purpose and potential. ׂ
➠Are you a life insurance advisor seeking guidance in growing your production or transitioning to a supportive organization? Let's talk. ׂ
➠Passionate about building meaningful connections? So am I
💬Let's Connect: Whether you're exploring career opportunities, looking for strategies to boost your sales, or just want to exchange ideas, feel free to reach out. Together, we can turn goals into accomplishments.