Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Marlon Calder

Etobicoke,CA

Summary

Dynamic Insurance & Financial Services Professional with over a decade of experience driving sales growth, client retention, and team success. Leveraging advanced communication, emotional intelligence, and bilingual skills to deliver tailored financial solutions, enhancing client satisfaction and loyalty. Committed to fostering long-term relationships and achieving measurable results through innovative strategies and collaborative teamwork.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Bilingual Financial Services Consultant

Sun Life Financial
Toronto, CA
05.2022 - 09.2025
  • Analyzed client needs and market trends to provide tailored insurance recommendations, significantly reducing gaps in coverage.
  • Establish rapport, understand client needs, and deliver a high-quality, client-centric experience.
  • Educated clients on insurance coverage options, leading to measurable improvements in client understanding and increased policy uptake.
  • Communicated complex product details clearly, enhancing client engagement and consistently exceeding sales targets.
  • Fostered strong client relationships, ensuring satisfaction and loyalty through personalized service and timely follow-ups.
  • Collaborated with team members to stay informed on industry developments, ensuring clients received the most relevant advice.

Senior Client Relationship Manager

Specialty Life Insurance
Concord, CA
08.2019 - 03.2022
  • Led a high-performing team focused on strengthening client relationships and driving retention through proactive engagement.
  • Fostered strong partnerships with clients through personalized communication, transforming challenges into opportunities for deeper engagement.
  • Enhanced client retention by implementing targeted engagement strategies, resulting in noticeable gains in satisfaction and loyalty.
  • Monitored customer feedback and analyzed trends to optimize service delivery, leading to substantial improvements in retention rates.
  • Provided guidance and support to team members, cultivating a collaborative environment that boosted morale and productivity.
  • Developed tailored solutions for complex client needs, improving service efficiency and strengthening long-term relationships.

Licensed Insurance Advisor

Specialty Life Insurance
Concord, CA
11.2018 - 03.2022
  • Executed targeted outreach for inbound and outbound calls, enhancing client engagement and driving substantial growth in policy sales.
  • Partnered with clients to assess their needs, delivering tailored insurance solutions that strengthened customer loyalty and satisfaction.
  • Analyzed client feedback and market trends to refine sales strategies, leading to noticeable improvements in conversion rates.
  • Articulated complex insurance products through clear communication, ensuring clients understood benefits and making informed decisions.
  • Provided ongoing support to clients post-sale, fostering long-term relationships and encouraging repeat business through exceptional service.

Business Development Agent

Allstate Insurance Canada
Montréal, CA
06.2018 - 09.2018

Financial Advisor

Sun Life Financial
Montréal, CA
06.2017 - 06.2018
  • Managed a diverse portfolio of over 240 clients, enhancing client satisfaction through tailored presentations and strategic recommendations.
  • Fostered trust-based relationships with clients, leading to improved retention rates and strong referrals.
  • Conducted thorough financial needs analyses, enabling clients to achieve realistic goals through customized financial plans.
  • Resolved complex insurance issues by proposing adaptive solutions, significantly improving client coverage satisfaction.
  • Provided ongoing support to clients, ensuring their needs were met and reinforcing long-term partnerships.

Financial Security Advisor/Investment Representative

London Life
Montréal, CA
09.2016 - 05.2017
  • Secured new clients through strategic outreach, significantly increasing client acquisition and enhancing overall revenue.
  • Fostered client relationships, driving portfolio management success and ensuring clients felt valued and understood.
  • Developed tailored investment strategies in partnership with clients, aligning financial goals and fostering deeper engagement.
  • Advised clients on optimal life insurance solutions, improving their financial security and fostering long-term trust.
  • Conducted comprehensive market analysis to identify trends, enabling proactive adjustments to investment portfolios for optimized returns.
  • Provided ongoing investment insights, empowering clients to make informed decisions and achieve their financial aspirations.
  • Dealt exclusively with Mutual and Segregated Funds, RRSPs/TFSAs, GICs and RESPs.

Credit Banking Officer

TD Canada Trust
Montréal, CA
05.2014 - 02.2016
  • Guided clients through credit applications, enhancing understanding of products and fostering trust, leading to increased client engagement.
  • Monitored and escalated suspicious accounts to fraud management, mitigating risks and safeguarding the institution's assets effectively.
  • Implemented tracking systems for daily sales objectives, driving substantial growth in team performance and achieving monthly quota targets.
  • Analyzed client creditworthiness to provide tailored recommendations, boosting approval rates and enhancing client satisfaction.
  • Fostered a positive client experience by actively following up on applications, resulting in marked gains in processing efficiency and satisfaction.

Education

Chartered Insurance Professional -

Insurance Institute
08-2025

Diploma in Social Sciences - Major in Psychology

Vanier College
Montréal
12.2010

Secondary School Diploma -

Lasalle Comprehensive High School
Montreal, QC
06-2008

Skills

  • Bilingual(FR/EN)
  • Microsoft Office 365
  • Salesforce
  • Zoom
  • Slack
  • Communication Skills
  • Emotional Intelligence and People Skills
  • Organization Skills
  • Flexibility
  • Problem Solving
  • Team Leadership
  • Sales Strategy

Certification

  • Canadian Investment Funds Certificate, 2016, IFSE Institute
  • LLQP Insurance of Persons & Group Insurance of Persons, 2016, Autorite des Marchers financiers
  • Certification in Damage Insurance, 2018, Autorite des Marchers financiers
  • LLQP Ethics & Professional Practice (Common Law), 2019, Canadian Securities Institute
  • Google Cybersecurity Professional Certificate, 2025, Coursera

References

References available upon request.

Timeline

Bilingual Financial Services Consultant

Sun Life Financial
05.2022 - 09.2025

Senior Client Relationship Manager

Specialty Life Insurance
08.2019 - 03.2022

Licensed Insurance Advisor

Specialty Life Insurance
11.2018 - 03.2022

Business Development Agent

Allstate Insurance Canada
06.2018 - 09.2018

Financial Advisor

Sun Life Financial
06.2017 - 06.2018

Financial Security Advisor/Investment Representative

London Life
09.2016 - 05.2017

Credit Banking Officer

TD Canada Trust
05.2014 - 02.2016

Chartered Insurance Professional -

Insurance Institute

Diploma in Social Sciences - Major in Psychology

Vanier College

Secondary School Diploma -

Lasalle Comprehensive High School

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Marlon Calder