AUSTIN DIXON
Calgary,Canada
Summary
Dynamic Employee Benefit Consultant with a proven track record at Hamilton & Partners, excelling in client relationship management and revenue generation. Recognized for surpassing sales quotas and delivering exceptional service, driving business development through innovative solutions and strategic collaboration.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Board of Directors Member
Calgary Executive Association
Calgary, Alberta
11.2024 - Current
- Facilitated strategic planning sessions to define organizational direction and objectives.
- Led membership committee to develop effective new member acquisition strategies.
- Conducted interviews with prospective members to evaluate alignment with organization’s goals.
- Engaged in committee meetings to address challenges impacting association's mission.
- Served as an ambassador for the organization, promoting its values and initiatives.
Employee Benefit Consultant
Hamilton & Partners (A People Corporation Company)
Calgary, AB
11.2023 - Current
- Developed customized benefits packages aligned with client needs and organizational objectives.
- Provided ongoing support services to ensure compliance with laws and regulations for employee benefits programs.
- Expanded client portfolio to 125 accounts within 24 months, achieving 100% retention rate.
- Ranked in top 1% of consultants within experience cohort.
- Attained 111% quota in FY24 and currently at 119% attainment for FY25.
Employee Benefits Consultant
Hub International
Calgary, Alberta
04.2023 - 11.2023
- Consistently achieved quarterly new business sales targets through effective lead qualification and sourcing.
- Excelled in CRM management, ensuring timely data entry and accurate logging of all interactions.
- Collaborated with support team to develop comprehensive marketing and renewal proposals.
- Provided ongoing service to clients, delivering elevated advice and support.
- Hosted seminars on financial literacy and implementation to enhance client knowledge and engagement.
- Facilitated collaboration between commercial and personal lines to franchise clients and support cross-selling initiatives.
Financial Advisor
TD Canada Trust
Calgary, Alberta
06.2021 - 04.2023
- Advised customers on bank products, services, and financial planning options to enhance decision-making.
- Exceeded sales goals by promoting investment products during customer interactions.
- Supported cross-selling efforts across all bank divisions to maximize referral business.
- Managed escalations with professionalism, ensuring customer needs were met while safeguarding bank reputation.
- Ensured adherence to bank and legal guidelines for investment compliance and customer suitability.
- Demonstrated expertise in real-estate secured lending to provide informed recommendations.
Education
BBA - Finance/Accounting
Athabasca University
Calgary, AB09.2025
Skills
- Client relationship management
- Revenue generation
- Business development
- Sales pipeline management
Certification
- LLQP
Timeline
Board of Directors Member
Calgary Executive Association
11.2024 - Current
Employee Benefit Consultant
Hamilton & Partners (A People Corporation Company)
11.2023 - Current
Employee Benefits Consultant
Hub International
04.2023 - 11.2023
Financial Advisor
TD Canada Trust
06.2021 - 04.2023
BBA - Finance/Accounting
Athabasca University
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