Summary
Overview
Work History
Education
Skills
SOFT SKILLS
Affiliations
Timeline
Generic

Yvonne Winkler

Courtenay

Summary

A passionate and accomplished professional with a deep-seated commitment to coaching and business consulting, bringing over 20 years of hands-on experience in business management, marketing, and account development. Known for a strategic approach to analyzing critical business requirements, I have a proven track record of driving revenue growth, enhancing customer service offerings, and cultivating new business opportunities. My exceptional interpersonal skills and persuasive communication abilities enable me to collaborate seamlessly with diverse teams, fostering innovation and success in highly competitive industries. My dedication to helping others unlock their potential and achieve their goals is the cornerstone of my professional journey.

Overview

31
31
years of professional experience

Work History

Certified Life Coach, Author, Speaker

Lotus Consulting Inc
11.2016 - Current
  • Promoted business via social media to generate leads and maximize brand identity.
  • Provided elite customer service by resolving escalated problems and calmly responding to shifting priorities.
  • Studied market to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
  • Used business software packages to maintain files and administrative records.
  • Outlined finances, goals and daily operations of company in detailed business plans.
  • Drafted invoices for completed work.
  • Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Helped clients build life management and coping skills to handle daily needs and specific stressors.
  • Connected clients with available resources to improve plan success.
  • Engaged in professional networking to maintain strong relationships with communications and media professionals to drive partnerships and effective dissemination of mass communications.
  • Oversaw professional social media messaging through content development, follower engagement, social listening, trend analysis and by leveraging competitor research.
  • Implemented stories and anecdotes into speeches to make information more entertaining.
  • Helped clients set and achieve health and wellness goals.
  • Interviewed and extracted information from experts to obtain in-depth understanding of topics.
  • Ran individual coaching sessions for women.
  • Conducted classes and workshops for students on special topics of interest.
  • Worked on creative brand messaging, campaigns and creative brainstorming
  • Wrote and published Amazon #1 Bestseller in 18 months

Regional Sales Manager

Assumption Life
03.2011 - 11.2016
  • Managed 3-Province Sales Territory and increased sales by 300%.
  • Achieved regional sales objectives by developing successful strategies and servicing accounts to strengthen business relationships.
  • Made onsite sales calls to prospective customers
  • Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
  • Led targeted training programs to educate advisors and staff on product benefits and service capabilities.
  • Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
  • Executed successful promotional events and trade shows.
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Understood and capitalized on industry trends to shape and enhance value-added solutions and strategies for new market developments.
  • Created robust sales plans and set territory quotas.
  • Gave benefit-oriented, polished presentations driving dramatic revenue growth across multiple sales channels.

Marketing Specialist

HUB Financial Inc
02.2006 - 03.2010
  • Developed national strategy/presentation & launched key back office system
  • Developed and implemented comprehensive strategies PR / advertising, special events, sales promotions and agent/agency relation
  • Serviced brokers in case analysis, product expertise, quoting and trouble shooting for life and living benefits products, including DI, CI and LTC
  • Identified opportunities / recruited new producers to Hub Financial Inc
  • Build and enhanced new and existing broker relationships
  • Delivered guidance and solutions to address challenges and seize opportunities presented to brokers.
  • Served as a valuable resource by consistently enhancing product knowledge and identifying prospects for advanced market sales.
  • Trained brokers on new back office operation system via national web-broadcast, in-house presentations and one on one meetings
  • Planned and executed events and marketing programs

Account Manager

HUB Financial Inc
01.2004 - 04.2005
  • Updated internal back office system and provided follow up on progress of all life, disability and critical illness applications from submission to payment of commissions
  • Served as liaison, facilitating seamless information flow between broker and carrier.
  • Maintained and continued to build relationships with brokers and insurance carriers
  • Mediated between clients/associates and head office departments
  • Developed and improved new and existing office operations

Director of Agency Support

AIL Canada
09.2002 - 09.2003
  • Responsible for overall organization of office and preservation of professional and pleasant atmosphere
  • Directed and prioritized various tasks in assistance to the regional manager and two Master General Agents
  • Continuously improved operation systems for more effective and efficient operations
  • Mediated between clients/associates and corporate offices

Account Manager/Benefits Consultant

AIL Canada
09.2001 - 09.2002
  • Sold life and living benefits products to individuals within assigned territory using consultative selling techniques.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Handled approximately 21 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
  • Coached and trained new and existing agents

Operations Assistant

Diana Development
05.2000 - 12.2000
  • Assisted operations manager with planning of routine operations and special projects.
  • Performed all secretarial functions
  • Developed and implemented new marketing concepts
  • Wrote engaging and successful marketing, advertising and website copy.
  • Assisted in developing marketing materials and promotional strategies
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.

Waitress, Customer Service Representative

Diana Resort Motel & Restaurant
01.1993 - 01.1996

The Diana Resort was a family business in which I was actively involved in all aspects of the start up and its development.

  • Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
  • Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.

Education

Certified Life Coach - Life Coach

Rhodes Wellness College
Vancouver
12.2023

Bachelor of Business Administration - Management

Saint Francis Xavier University
Antigonish, NS
06.2000

Skills

  • Coaching and Mentoring
  • Public Speaking
  • Motivational Leadership
  • Website Copy
  • Creative Messaging
  • Workshop Teaching
  • B2B Sales
  • Problem-Solving Strengths

SOFT SKILLS

  • friendly, meet people easily
  • relate well to individuals and groups
  • combine a hands-on with a degree of reflection
  • organized in thinking
  • adapt easily to existing organizational structures
  • natural orientation towards order and method
  • exercise authority in a low key manner
  • believe that team work makes the dream work
  • natural responsive and attentive

Affiliations

  • Birkman Certified Professional
  • Academy of Emerging Women
  • Danielle LaPorte Desire Map Facilitator
  • HUB Financial Inc. – Member of the Quadrant 4 Leadership team

Timeline

Certified Life Coach, Author, Speaker

Lotus Consulting Inc
11.2016 - Current

Regional Sales Manager

Assumption Life
03.2011 - 11.2016

Marketing Specialist

HUB Financial Inc
02.2006 - 03.2010

Account Manager

HUB Financial Inc
01.2004 - 04.2005

Director of Agency Support

AIL Canada
09.2002 - 09.2003

Account Manager/Benefits Consultant

AIL Canada
09.2001 - 09.2002

Operations Assistant

Diana Development
05.2000 - 12.2000

Waitress, Customer Service Representative

Diana Resort Motel & Restaurant
01.1993 - 01.1996

Certified Life Coach - Life Coach

Rhodes Wellness College

Bachelor of Business Administration - Management

Saint Francis Xavier University
Yvonne Winkler