JACOB OGUNLADE
Ottawa,ON
Summary
Creative and analytic professional with over 4 years of diverse relevant experience and a proven ability to meet and exceed production targets in a fast-paced environment that aligns with a customer’s stated goals. Expertise in developing, retaining, and growing the organization business by delivering against individual and team goals that support a positive customer experience. Superior ability to educate customers, provide relevant insights and adept advice, and develop personalized financial strategies. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
9
9
years of professional experience
Work History
Life Insurance and Investment Broker
OM Financial Inc
01.2021 - Current
- Conducts seminars, educate, and assist clients in decisions regarding investment strategies for retirement
- Keeps client up-to-date about progress of operational performance of individual investment to manage risk and ensure goals fulfillment
- Delivers financial advice to 150+ clients, propose and implement short- and long-term objectives for investment, insurance, business, and estate planning with minimum risk
- Reviewed and analyzed financial information captured from clients to determined comprehensive strategies suitable for meeting client’s financial objectives and life goals using Naviplan financial software
Claims Analyst
Epic Class Action and Claims Inc
01.2021 - 01.2022
- Analyze and verify supporting documentation for suitable recommendations for final decision
- Adjudicate claims, manage correspondence with high level quality and ensure satisfaction of the set goals in alignments to the organization priorities
- Collect data, synthesized information regarding client’s coverage and claims, manage sensitive claims with professional attitude
Financial Advisor
Life Financial Inc
01.2018 - 01.2021
- Managed new businesses processes and communicate underwriting requirements with paramedical providers for group and individual business, document feedback on products and services
- Maintain solid client relations through face-to-face and virtual meetings, offer personalized service to each client and increase the number of high net-worth clients within the block by 35%
- Conducted clients’ review meetings, follow up, and service requests, one-to-one and over phone supporting 475 client’s relationships
- Participated on the internal and external business initiatives and process improvement activities of the branch that increased the financial center performance by 15%.
Business Administration Instructor
Sprott Shaw College
01.2016 - 01.2017
- Prepared and delivered lesson notes in alignment with Sprott Shaw College academic policy
- Taught curriculum and supported students who required extra help
- Maintained a high-performance learning space with effective classroom management strategies
- Evaluated students’ performance, provided bi-weekly progress reports and setup learning objectives
- Mentored and taught a class of 15 and tracked students’ attendance.
Customer Service Support
McDaniel's & Cain's Independent Grocery YIP Stores
01.2014 - 01.2015
- Helped an average of 50 customers per day in finding or selecting items and providing recommendations which contributed additional 5% in daily revenue
- Organized inventory with accuracy and completed tasks faster than expected
- Verified product deliveries and ensured proper documentation of goods received.
Education
Postgraduate Certificate - International Business Management
Algonquin College
2014
Bachelor of Arts - International Business
University of East London
2009
Skills
- Effective communication, negotiation, and presentation skills
- Solid analytical knowledge and critical thinking skills
- In-depth products Knowledge and Strong organizational skills
- Nurture strong, long-standing relationships with co-workers and clients
- Excellent business process analysis and continuous improvement
- Ability to offer individual and organization client consultation
- Ability to execute strategies with a proactive long-term view of business goals and objectives
- Proficient in MS Office suite (Word, Excel, PowerPoint), Outlook, Salesforce, WebEx, Zoom
- Trade Policy Evaluation
- Investment Products
- Customer Needs Assessments
- Cost Calculation
Additional Information
- LICENSES AND CERTIFICATIONS , Life License Qualification Program (LLQP) Canadian Investment Funds Course - Mutual Funds License
Timeline
Life Insurance and Investment Broker
OM Financial Inc
01.2021 - Current
Claims Analyst
Epic Class Action and Claims Inc
01.2021 - 01.2022
Financial Advisor
Life Financial Inc
01.2018 - 01.2021
Business Administration Instructor
Sprott Shaw College
01.2016 - 01.2017
Customer Service Support
McDaniel's & Cain's Independent Grocery YIP Stores
01.2014 - 01.2015
Postgraduate Certificate - International Business Management
Algonquin College
Bachelor of Arts - International Business
University of East London
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