Hi, I’m
MATI MANDIWANZA
Milton
Summary
An accomplished insurance and financial services professional with over a decade of international experience, delivering results through strategic leadership, consultative sales, and deep industry insight. Proven success in developing and executing client acquisition and retention strategies that boost team sales and expand market presence. Adept at supporting and developing financial advisors, identifying training needs, and providing coaching and mentorship to drive performance.
Highly skilled in project coordination, business development, and cross-functional collaboration, with a strong track record in executing regional strategies aligned with broader organizational goals. Known for fostering trust-based relationships with advisors, branch teams, and internal stakeholders to promote alignment and sustained growth. Currently pursuing an MBA in Leadership to further elevate capabilities in guiding diverse, multicultural teams.
Overview
14
years of professional experience
1
Certification
Work History
ivari
Associate Sales Director
03.2024 - Current
Job overview
- Leveraged networking within MGA branch offices to identify and onboard new advisors, strengthening the advisor base, and exceeding growth targets of 250 advisors.
- Fostered strong relationships with advisors, leading to enhanced partnerships, and exceeding the annual revenue target of $4,400,000.
- Partnered with the Sales Director to develop and implement a territory management plan, identifying gaps, ensuring consistent advisor engagement, and driving growth.
- Facilitated regular advisor training sessions through web and in-person meetings, enhancing life insurance product knowledge, and increasing the utilization of advisor tools.
TD INSURANCE
Insurance Advisor
03.2023 - 02.2024
Job overview
- Maintained excellent client experience metrics over 90% while exceeding sales goals and conversion targets
- Assisted clients through the underwriting process, ensuring smooth policy approvals and adherence to compliance standards
- Developed and maintained a strong pipeline of leads, achieving 12% sales growth and exceeding sales targets
- Worked closely with underwriters to ensure seamless policy implementation
POLICYADVISOR BROKERAGE
Insurance Advisor
07.2022 - 03.2023
Job overview
- Effectively provided customized insurance solutions to clients by conducting thorough needs analysis
- Leveraged insurance expertise to provide quality estate planning advice to high-net worth clients
- Advising clients on their insurance needs and tailoring solutions using techniques such as layering and combining products to ensure optimal insurance coverage
- Demonstrated in-depth product knowledge and advisor portals of 30 of Canada’s largest insurers companies
- Developed and maintained an understanding of industry and competitor best practices around insurance sales
CBZ INSURANCE
Manager
08.2019 - 01.2022
Job overview
- Led recruitment, onboarding, performance evaluation, and coaching for the financial advisory team to ensure high standards of talent and productivity.
- Led growth strategies for the advisory team, increasing revenue growth by 15% year on year.
- Collaborated with cross-functional teams to formulate the go-to-market strategy during the 2020 pandemic, enabling advisors to align sales processes remotely.
- Implemented the Sales Agency module as part of a new life insurance administration system, enabling structured advisor onboarding and management, while improving operational efficiency and performance reporting.
- Used change methodologies to increase sales and led projects for increased productivity.
- Played a key role in implementing financial planning software by collaborating with advisors to identify process gaps and streamline workflows, resulting in improved customer management, and increased time spent on direct sales activities.
CBZ RISK ADVISORY BROKERAGE
Relationship Manager
02.2017 - 07.2019
Job overview
- Led ongoing development and training, equipping brokers with a deeper understanding of financial planning and cross-selling strategies to drive client engagement and product adoption.
- Developed and implemented the sales strategy for the life insurance sales channel to increase new and existing business through various client acquisitions and retention strategies, which led to a revenue increase of 20% over two years.
- Monitored broker performance, offering insights and support to drive sales growth and retention.
- Collaborated with the marketing team to develop and implement a territory management plan, identifying coverage gaps, ensuring consistent advisor engagement, and driving an 18% increase in new client acquisition through strategic execution.
STANDARD BANK
Senior Financial Planner
01.2011 - 02.2014
Job overview
- Offered life insurance, mutual funds, and retirement solutions to clients based on comprehensive needs analysis, consistently exceeding annual sales targets by 30% over 2 years
- Partnered with Relationship Managers in consulting with high net-worth clients to provide asset management and risk mitigation strategies on portfolios through customized investment and insurance solutions which increased customer satisfaction scores by 45%
- Worked closely with branch specialists to proactively manage a portfolio of 120 clients and 15M in assets
Education
University of Fredericton
MBA from Leadership
04.2025
Nelson Mandela University
Bachelor of Commerce from Financial Planning
11-2011
Skills
- Strategic Planning
- Territory management
- Sales strategy
- Team leadership
- Salesforce
- Relationship Management
- Consultative Sales
Certification
Certified Associate in Project Management
Timeline
Associate Sales Director
ivari
03.2024 - Current
Insurance Advisor
TD INSURANCE
03.2023 - 02.2024
Insurance Advisor
POLICYADVISOR BROKERAGE
07.2022 - 03.2023
Manager
CBZ INSURANCE
08.2019 - 01.2022
Relationship Manager
CBZ RISK ADVISORY BROKERAGE
02.2017 - 07.2019
Senior Financial Planner
STANDARD BANK
01.2011 - 02.2014
University of Fredericton
MBA from Leadership
Nelson Mandela University
Bachelor of Commerce from Financial Planning
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