Jamie Roche
Business Development
Beaconsfield,Quebec
Summary
Relationship-focused business development professional driven to motivate and build high functioning teams to reach optimum performance. Natural leader and complex problem solver. Diversified approach, as attained through in-depth experience in the fields of education, coaching, and leadership. Experience is the greatest teacher.
Overview
23
23
years of professional experience
Work History
Financial Advisor
Sun Life Financial
04.2021 - 11.2022
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Increased AUM by 35%, 23% new client acquisition growth, and reduced retention rate to 93% from 82%.
- Expanded customer base through community outreach and strategic business partnerships.
Regional Director
Sun Life Financial
04.2016 - 01.2020
- Drive development and implementation of strategic and operational plan for Atlantic region. Provide ongoing leadership, coaching and training to Sales Managers.
- Supported Vice President and Atlantic Region in areas of recruitment, selection, training and development, recognition and marketing support for both advisors and managers.
- Provide conflict resolution in Financial Centres where needed.
- Visited sites periodically to view service levels and adherence to global service standards.
- Promoted company by giving exciting and dynamic presentations to potential new advisors.
- Recruited talented individuals focusing on diversity of skills and new market potential.
- Reviewed regional financial reports to identify potential issues, cost saving opportunities and significant departures from budget.
- Produced weekly & monthly reports to analyze job performance against team goals and regional sales production.
- Managed, trained and motivated branch sales managers to continuously improve knowledge and abilities in field of recruiting, training and sales process.
- Initiated bi-weekly coaching sessions with individual sales managers highlighting strengths and initiated mentoring program to improve areas of weakness.
- Directed management meetings to enhance collaboration and maintain culture based on trust and group problem-problem solving.
- Led business planning, developed market strategy and established targets for recruiting and sales.
- Streamlined and enhanced Regional travel and Recognition programs to effectively to decrease spending by 23%.
Business Development Partner
Sun Life Financial
10.2014 - 04.2016
- Onboard, develop, and coach a group of developing Advisors for a period of 36-48 months in areas including a holistic approach to business development (e.g. insurance and wealth), sales growth, and client service standards.
- Optimize development and effective sales practices for developing Advisors against a development plan that includes ongoing coaching, training, and marketing approach.
- Support developing Advisors by participating in joint field work and sales appointments; focus on building lasting client relationships
- Evaluated current service needs and product satisfaction levels with established clients to improve offerings.
- Developed short-term and long-term sales objectives and strategic plans to meet market needs.
- Developed and implemented value-added strategies to increase profitability, expand market share and cement customer relationships.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
Director of Athletics
Lower Canada College
07.2007 - 06.2009
- Oversaw all aspects of Athletic program, including hiring coaches, scheduling, budget preparation, promotion, compliance, and facility management.
- Developed comprehensive plan for athletic department that supported and aligned with mission and vision of school.
- Delivered strategic and visionary leadership to athletic department coaches and trainers.
- Built trust with athletes and coaching staff by being courteous, respectful, responsible and professional at all times.
- Collaborated with athletics and academic staff to promote academic excellence aligning with athletic success.
- Classroom teacher for 11th grade Leadership & Development.
- Increased coach education, certifications, and sport knowledge by providing opportunities for course and seminar attendance.
- Inspected equipment and facilities for signs of wear or damage impacting safety, while ordering new equipment and apparel keeping meticulous records.
Dean of Students
Hebron Academy
07.2001 - 06.2005
- Oversaw all aspects of Residential Life including major campus events, student activities, faculty assignments and all student led initiatives.
- Collaborated with faculty to develop and diversify instruction to better serve students of different skill levels and backgrounds.
- Coordinated outreach events to bring in parents, family members and community at large to support students.
- Partnered with senior administration to create cohesive vision, balancing structure and creative expression to drive productive student learning.
- Established and enforced clear school-wide disciplinary procedures to protect students and staff including regular parent communication.
- Dormitory Head for 100 boys aged 16-19.
Biology, Science, & Physical Education Teacher
Hebron Academy
04.2000 - 06.2005
- High school Biology and Anatomy & Physiology teacher.
- Physical education teacher covering exercise strategies, sports and safety.
- Established positive and encouraging relationship with students and helped to foster appreciation for sciences.
- SAT and AP Exam tutor. Student standardized test preparation through process and strengthening knowledge base.
- Created engaging lesson plans and lab activities, fostered culture of discovery and provided well-organized classroom structure to help students succeed in program.
- Collaborated with professors to use team-based and problem-solving approaches.
- Utilized knowledge of biology, anatomy and kinesiology to design safe and effective exercises.
Head Hockey, Soccer, and Baseball Coach
Hebron Academy
06.2000 - 06.2005
- Responsible for all aspects of each program; off season training, budgeting, travel, scheduling, team selection.
- Monitored student academics and fostered culture of balanced academic and athletic success.
- Recruited student-athletes of highest caliber to elevate team performance.
- Admissions support and communication with prospective student-athletes and their families.
- State and New England Champions in both Hockey and Soccer.
Education
Bachelor of Science - Human Kinetics And Biology
St. Francis Xavier University
Antigonish, NS05.2000
Skills
- Critical Thinking
- Communication
- Relationship Building
- Emotional intelligence
- Problem-Solving Skills
- Coaching and Mentoring
- Training and Development
- Sales and Business Leadership
- Talent identification and recruitment
- Financial Planning
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
It’s not what happens to you, but how you reach to it that matters.
Epictetus
Timeline
Financial Advisor
Sun Life Financial
04.2021 - 11.2022
Regional Director
Sun Life Financial
04.2016 - 01.2020
Business Development Partner
Sun Life Financial
10.2014 - 04.2016
Director of Athletics
Lower Canada College
07.2007 - 06.2009
Dean of Students
Hebron Academy
07.2001 - 06.2005
Head Hockey, Soccer, and Baseball Coach
Hebron Academy
06.2000 - 06.2005
Biology, Science, & Physical Education Teacher
Hebron Academy
04.2000 - 06.2005
Bachelor of Science - Human Kinetics And Biology
St. Francis Xavier University
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