Matthew Swindall
Dundas
Summary
Versatile skill set with experience in financial services, investments, and management. Recognized with multiple awards for outstanding performance and sales from various companies. Demonstrated expertise in supervisory and managerial roles. Possesses a strong foundation in finance, marketing, and management through business administration education. Exceptional interpersonal and communication skills contribute to successful client relationships. Provided valuable advice and budgeting strategies based on returns as a personal finance consultant. Extensive experience in life/health/critical illness insurance sales as a financial consultant. Developed strong organizational skills through leadership positions. A quick learner with a knack for statistical analysis, able to grasp processes and formulas rapidly. Known for effective problem-solving abilities. Proficient in all Microsoft Office programs.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Associate Insurance Advisor
THE COOPERATORS
07.2020 - Current
- Ongoing education and certification for LLQP (life insurance), OTL (“Other than Life”; for auto, home, commercial, etc.), and Mutual Funds licenses
- Build and maintain client relationships through wholistic advice-based approach
- Service and sell policies to existing and potential clients
- Take courses and attend webinars on an ongoing basis to learn more and maintain LLQP with CE credits
Client Relationship Officer
BDC
09.2018 - 03.2020
- Create and edit documents such as Loan Balances, Payout Requests, Letter of Offers, and more
- Use Excel to create and pull lists of clients for Account Managers and the Business Centre Manager; also use SharePoint for documents
- Complete banking transactions for the Account Managers
- Organize and plan events in and outside of the branch for employees and/or clients
Insurance Specialist
TRAVELERS CANADA
01.2016 - 03.2017
- Input new business for auto insurance sent in by brokers and contacted them to ensure the policy is accurate
- Assisted with operations tasks such as inputting comments for policies to ensure that on renewal, the underwriter for that policy is aware of changes that need to be processed
Financial Services Consultant
SUN LIFE FINANCIAL
02.2010 - 05.2015
- Assisted members who have left an employer transition their assets, life insurance, medical coverage, and critical illness insurance into individual products providing guidance and advice
- Exceeded enrolment expectations and overall productivity through focused individual work and coaching teammates
- Continued learning new aspects of the business ensuring currency on processes involved with each individual province and territory regarding insurance and wealth regulations
- Continued improving of daily approach taken exceeding job expectations – modifying the sales approach used resulting in improved sales volumes
Financial Consultant
INVESTORS GROUP
11.2008 - 07.2009
Assistant Manager
ENTERPRISE RENT-A-CAR
01.2006 - 05.2008
Education
Bachelor of Business Administration -
Brock University
St. Catharines, ON05.2005
Skills
- Client needs analysis
- Risk identification
- Risk assessments
- Data interpretation
- Financial planning
- Customer service
Accomplishments
· Awarded numerous VIP (Valuing Inspired Performance) awards at Sun Life Financial
· Designed and budgeted the quarterly bonus structure used for Financial Services Consultants at Sun Life Financial for three years (2011, 2012, 2013)
· Received three quarterly awards for inside sales at Enterprise Rent-a-Car
· Received three monthly awards for inside sales across S.W. Ontario at Enterprise Rent-a-Car
Certification
- Insurance Licenses – Life License Qualification Program (LLQP) and Other Than Life (OTL)
- Mutual Funds License – Canadian Securities Course (CSC)
Timeline
Associate Insurance Advisor
THE COOPERATORS
07.2020 - Current
Client Relationship Officer
BDC
09.2018 - 03.2020
Insurance Specialist
TRAVELERS CANADA
01.2016 - 03.2017
Financial Services Consultant
SUN LIFE FINANCIAL
02.2010 - 05.2015
Financial Consultant
INVESTORS GROUP
11.2008 - 07.2009
Assistant Manager
ENTERPRISE RENT-A-CAR
01.2006 - 05.2008
Bachelor of Business Administration -
Brock University
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