Melissa Malone
Waterloo,ON
Summary
Results-driven sales leader with over 20 years of experience in the financial services sector. Proven track record of building key relationships, closing sales in competitive markets, and exceeding targets. Skilled negotiator, effective trainer, and motivational mentor known for driving team performance and sustaining growth.
Overview
29
29
years of professional experience
Work History
Voluntary Benefits Account Executive, Client Solutions
Sun Life Financial
01.2012 - Current
- Responsible for a team sales target of $5.5 million and an individual sales target of $1.8 million in sales from Optional Life and Optional Critical Illness insurance
- Serve as primary contact for Optional Benefits offered to Group Corporate and National accounts
- Generate sales through15 Group Benefits Account Executives' business portfolios
- Present to large consulting firms and brokerages to promote SLF's Voluntary Benefits products and services
- Responsible for the successful delivery of a unique campaign process where the benefits are promoted to group clients ranging from100 -52,000 lives
Implementation Project Manager
Group Retirement Services
01.2011 - 06.2012
- Led implementation process for group retirement products, managing up to17 accounts (25-1000 members)
- Acted as main point of contact for advisors/brokers and new clients during implementation
- Conducted implementation meetings and coordinated with internal departments to ensure accurate plan setup
Sales Executive
Group Retirement Services
01.2009 - 01.2011
- Exceeded annual sales goals of $5 million in assets
- Partnered with150+ advisors across Southwestern and Northern Ontario
- Conducted education seminars for500+ advisors, employers, and employees
- Mentored100+ advisors, generating over $8 million in assets in the small business sector
Account Manager
Workplace Solutions (WPS)
01.2001 - 01.2009
- Managed85+ clients promoting and scheduling financial planning seminars for employees, which resulted in30% of attendees requesting one-on-one meetings
- Generated leads and sales opportunities, increasing advisor sales in the individual market
- Maintained and updated17 financial planning seminars and developed marketing materials
- Achieved90% close rate with WPS prospects
- Coached advisors across15 Financial Centers on the WPS program
Sun Life Loaned Representative
United Way of Kitchener Waterloo and Area
01.2003 - 04.2003
Senior Health and Dental Customer Service Representative
Sun Life Financial
01.1999 - 01.2001
Dental Office Administrator
Dr. Joseph L. Marini Dental Office
01.1996 - 01.1999
Education
IFIC Mutual Funds Course -
01.2010
Project Management -
University of Waterloo
01.2008
Dental Office Administration Diploma - undefined
Niagara/Conestoga College of Applied Arts and Technology
01.1996
General Arts and Science Diploma - undefined
Conestoga College of Applied Arts and Technology
01.1995
Skills
- Strategic Relationship Building
- Sales Lifecycle Management
- Team Leadership
- Persuasive Communication
- Training & Mentoring
- Negotiation
Hobbies and Interests
Beginner Recreational Women's Hockey, Very Average Golfer, Being outdoors, Boating, Orange Theory Fitness
Earlier Experience
EARLIER EXPERIENCE
• Loaned Representative, United Way of Kitchener Waterloo and Area (2003)
• Senior Health and Dental Customer Service Representative, Sun Life Financial (1999 – 2001)
• Dental Office Administrator, Dr. Joseph L. Marini Dental Office, Kitchener, ON (1996 – 1999)
Timeline
Voluntary Benefits Account Executive, Client Solutions
Sun Life Financial
01.2012 - Current
Implementation Project Manager
Group Retirement Services
01.2011 - 06.2012
Sales Executive
Group Retirement Services
01.2009 - 01.2011
Sun Life Loaned Representative
United Way of Kitchener Waterloo and Area
01.2003 - 04.2003
Account Manager
Workplace Solutions (WPS)
01.2001 - 01.2009
Senior Health and Dental Customer Service Representative
Sun Life Financial
01.1999 - 01.2001
Dental Office Administrator
Dr. Joseph L. Marini Dental Office
01.1996 - 01.1999
Dental Office Administration Diploma - undefined
Niagara/Conestoga College of Applied Arts and Technology
General Arts and Science Diploma - undefined
Conestoga College of Applied Arts and Technology
IFIC Mutual Funds Course -
Project Management -
University of Waterloo
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