Chantal Wagner

Trained Advisors:

• prospecting techniques
• client acquisition
• client retention
• customer service,
• sales techniques
• Lead generation
• analyzing client needs
• product recommendations
• financial needs analysis
• industry compliance
• completion
• processing of policy paperwork

Marketing and Advertising

• Developed Marketing materials and campaigns via social media to boost brand awareness and acquire qualified leads.
• Conducted target market research to scope out industry competition and identify advantageous trends.
• Developed corporate social responsibility initiatives, improving company reputation and community engagement.
• Analyzed industry trends and tracked competitor activities to inform decision making.

Public Relations

• Networked with other businesses and customers to increase sales opportunities and contacts.
• Secured lucrative partnerships by establishing strong relationships with numerous insurance companies and sales representatives for personal and group benefits.
• Drove company expansion into new markets, increasing overall brand visibility and recognition.
• Represented organization at industry conferences and events. Grew the customer base through targeted outreach and networking events.

Human Resources

• Oversaw talent acquisition efforts, building a diverse team of skilled professionals who contributed significantly to the company''s success. Recruiting, interviewing, hiring, onboarding and training new Life Insurance Advisors into the industry.
• Navigated complex legal requirements to ensure compliance with industry regulations while minimizing risk exposure for the business.
• Established foundational processes for business operations.

Leadership

• Fostered dynamic and inclusive company culture, attracting top talent and reducing staff turnover.
• Enhanced group cohesion with regular leadership and personal development workshops.
• Optimized team performance through effective communication, training, and leadership techniques.
• Demonstrated strong leadership abilities, guiding junior team advisors during complex client/business scenarios.
• 
  

Client Focused

• Analyzed clients financial needs to recommend suitable life insurance products, disability products critical illness products, health insurance products and coverage amounts for both individuals and business owners.
• Developed strong relationships with clients for long-term retention and referral opportunities.
• Educated clients on the importance of life insurance as part of a comprehensive financial plan. Providing coverage option information to assist clients in protecting assets and long term succession planning.
• Conducted regular follow-ups with clients to review policies, update coverage as needed, and maintain positive relationships.
• Built a book of business over 6 million in assets under management in segregated funds and over 60 life/disability/critical illness policies

Training and Leadership Development

• Attended continuing education courses and workshops from product partners to gain additional insurance industry knowledge on products and their benefits to my potential clients.
• Organized community outreach events to increase brand awareness and generate leads for potential new business opportunities.
• Created sources for continuous client referrals within community and with businesses using extensive networking skills.
• Spoke at company conferences sharing knowledge and techniques that assisted in my success.

Human Resources

• Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
• Facilitated smooth operations by promptly addressing inquiries from both internal staff members and external contacts with vendors.
• Organized company-wide meetings or events, ensuring all logistics were handled efficiently from room setup to agenda preparation.

Financial

• Ensured accurate financial reporting through meticulous recording of invoices, purchase orders, and payment transactions.
• Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
• Running and Analyzing Key Performance Indicator Reports in SAP, excel and word for management review
• Contributed to cost reduction efforts by monitoring expenses, identifying discrepancies, and recommending adjustments.
• Completed forms, reports, logs, and records to quickly handle all documentation for plant maintenance activities.
• Supported plant management with accurate record keeping, data entry, and document preparation.