Dave Champagne

I am managing an assigned multi-million dollar sales territory and a pre-existing portfolio of top producing accounts. I am also accountable to developing and maintaining relationships with distribution partners across all intermediated market segments and channels with a primary focus on top line growth, bottom line performance and client satisfaction.

⇨ Provides in-person account training on products and services while participating at trade events as attendee, exhibitor and/or sponsorship representative
⇨Oversees the creation and execution of a territory sales plan to prospect / acquire new accounts and develop / retain existing accounts

I taught for two semesters at Boreal.

- Fall Season 2023 I taught Principe de Gestion

- Winter Season 2024 I taught - Responsabilité Sociale des Entreprises

• Evaluated students' understanding of course material through examinations and in-depth essay writing.
• Developed and implemented classroom routines to address varying student needs.
• Graded and evaluated student assignments, papers, and course work.

🏆 Top region for % Sales Goal Achieved in 2022
🏆 Top region for Year over Year Sales Growth in 2022

I oversee a sales territory as a Regional Vice President and promote CPP insurance solutions, while supporting ongoing services. In doing so, I ensure sales and services are compliant with current insurance laws, regulations, and standards.

Furthermore, I produce and deliver sales and product training seminars, in addition to serving as the primary contact for escalated support for WFG. My other achievements include the following:
⇨Developed the sales territory
⇨Identify marketing and sales opportunities and best practices to close sales, while executing annual and in-year sales plans to deliver expected results.
⇨Prospect for new sales, establish and strengthen client relationships, and provide superior service to existing clients to create positive experiences.

• Utilized internal lead referral tools to solicit new business opportunities and contacts.
• Researched sales opportunities and possible leads to exceed sales goals and increase profits.
• Achieved sales goals and service targets by cultivating and securing new customer relationships.
• Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
• Exceeded sales goals by implementing aggressive sales programs, overhauling processes and facilitating market development.
• Monitored and adjusted pricing based on market trends and customer feedback to meet expectations and increase sales.
• Drove sales by developing multi-million dollar contract sales.
• Facilitated business by implementing practical networking techniques.
• Collaborated with advertising group to create uniformity between advertising messages and retail incentives.
• Implemented systems and procedures to increase sales.
• Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
• Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.

In my regional sales manager role, I utilized my in-depth knowledge of insurance products and concepts to collaborate with the regional vice president to support and advance sales initiatives. For example, I created email blasts to promote marketing and product information. I imparted ideas to support team initiatives and participated in special projects, as well.

I supported customer relations by following up on meetings and events, in addition to entering feedback into the customer relationship management (CRM) system. I also advanced territory sales by making these contributions:
⇨Generated new business relationships through prospecting calls.
⇨Worked closely with the regional vice president to develop a sales territory business plan.
⇨Increased Quebec territory sales production and utilized interpersonal skills to build long-term relationships with financial advisors and other business contacts.

As a bilingual marketing coordinator, I performed broker compliance checks and maintained accurate broker records on the back office systems. For timely processing of client applications and contracts, I assessed broker contracts and engaged with internal teams.

In addition, I facilitated agent and managing general agent (MGA) business transfers. I participated in the coordination of the first Quebec sales conference, as well.

• Managed relationships with external vendors and contractors to acquire mutually benefiting contracts and successful project delivery.
• Tracked and reported on marketing campaign responses.
• Created and managed marketing budgets to monitor expenditures, control costs and increase ROI.
• Answered general marketing department inquiries by email, phone, and mail.
• Generated sponsorships with related and partnering entities to enhance marketing objectives.
• Created and managed social media campaigns to increase brand engagement.
• Conducted market research to identify new opportunities and target markets.

While working closely with client servicing and investigation teams in this analyst role, I investigated wires, electronic insurance claims, and enquiries of varied complexity. I followed up on contacts with prospective customers and served as a liaison between customers and LIA.

Moreover, I participated in various projects, ensuring that all deadlines were met. I also played key roles in establishing standards and practices, which included the following:
⇨Created an action plan to improve customer service standards that produced a number-one service rating for two years at the CCTS and the Better Business Bureau.
⇨Provided guidance and best practices to an internal department and proactively supplied solutions to servicing partners and branches