Zain Malik
West Chicago
Summary
Visionary Business Strategy & Growth Executive with 15+ years of leadership experience in financial services, business development, and strategic project management. Expertise in driving multi-million-dollar revenue growth, leading high-performing sales teams, and transforming business operations. Proven track record in enterprise change management, client relationship management, and estate planning solutions. Adept at orchestrating cross-functional teams, optimizing sales performance, and delivering high-impact market expansion strategies.
Overview
16
16
years of professional experience
Work History
Director Consultant
WILLIT
01.2023 - Current
- Company Overview: Strategic Growth & Leadership Impact: Spearheaded 40%+ YoY revenue growth, positioning WILLIT as a market leader in estate planning solutions
- Website: Willit.ca
- Spearheaded 40%+ YoY revenue growth, positioning WILLIT as a market leader in estate planning solutions
- Expanded B2B strategic partnerships with financial advisors, mortgage brokers, and legal professionals, increasing client acquisition by 35%
- Developed and executed client engagement strategies, resulting in a 50% increase in consultation-to-conversion rate
- Led high-impact digital marketing campaigns, driving 10,000+ targeted client leads and enhancing brand visibility in the estate planning sector
- Conducted nationwide seminars & webinars, educating over 5,000+ professionals on estate planning best practices
- Strategic Growth & Leadership Impact: Spearheaded 40%+ YoY revenue growth, positioning WILLIT as a market leader in estate planning solutions
- Website: Willit.ca
Regional Vice President
Foresters Financial & Canada Protection Plan
06.2022 - 12.2022
- Company Overview: Leadership & Market Expansion: Grew regional revenue by 25%, surpassing sales targets across Southern Alberta & Manitoba
- Grew regional revenue by 25%, surpassing sales targets across Southern Alberta & Manitoba
- Optimized sales distribution channels, increasing retention rates and profitability through strategic advisor engagement
- Launched a high-impact advisor training program, leading to a 15% increase in advisor productivity & client engagement
- Represented the company in high-profile industry events & partnerships, elevating brand reputation and credibility
- Leadership & Market Expansion: Grew regional revenue by 25%, surpassing sales targets across Southern Alberta & Manitoba
Agency Manager – Business Development
Global Maxfin Investments Inc.
01.2014 - 12.2022
- Company Overview: Revenue Growth & Market Strategy: Increased regional sales by 20% YoY through targeted case consultations, business plan development, and strategic market expansion
- Increased regional sales by 20% YoY through targeted case consultations, business plan development, and strategic market expansion
- Recruited, mentored, and coached 100+ financial advisors, ensuring top-tier sales performance and business growth
- Developed and executed financial planning solutions for clients, leading to a high 90%+ client retention rate
- Spearheaded advanced product training initiatives, improving advisor competency in complex financial solutions
- Revenue Growth & Market Strategy: Increased regional sales by 20% YoY through targeted case consultations, business plan development, and strategic market expansion
Sales Director
National Financial Insurance (IA Financial Group)
06.2016 - 05.2017
- Company Overview: High-Performance Sales & Client Expansion: Increased regional insurance premiums by 40%, exceeding annual targets and securing maximum team bonuses
- Increased regional insurance premiums by 40%, exceeding annual targets and securing maximum team bonuses
- Led key partnerships with financial advisors, increasing estate planning and insurance sales
- Implemented multi-channel marketing campaigns, driving a 30% increase in advisor engagement & sales
- High-Performance Sales & Client Expansion: Increased regional insurance premiums by 40%, exceeding annual targets and securing maximum team bonuses
Financial Advisor
Sun Life Financial
05.2009 - 12.2013
- Company Overview: Managed a $10M+ book of business, delivering top-tier financial advisory solutions
- Managed a $10M+ book of business, delivering top-tier financial advisory solutions
- Ranked in the Top 10 Financial Advisors in Mississauga & Milton, writing 100+ policies annually
- Earned recognition for exceptional client service and strategic financial planning execution
- Managed a $10M+ book of business, delivering top-tier financial advisory solutions
Education
MBA - Project Management
HULT International Business School
Boston, MA04.2025
Skills
- Strategic Leadership
- Change Management
- Business Development
- Market Expansion
- Multi-Million Dollar Revenue Growth
- Project Management
- Program Management
- Agile
- PMP Principles
- Relationship Management
- Executive Consulting
- Financial Planning
- Estate Planning
- Sales Leadership
- Performance Optimization
- Digital Transformation
- Innovation
- Corporate Compliance
- Risk Mitigation
- Data-Driven Decision Making
- P&L Oversight
Timeline
Director Consultant
WILLIT
01.2023 - Current
Regional Vice President
Foresters Financial & Canada Protection Plan
06.2022 - 12.2022
Sales Director
National Financial Insurance (IA Financial Group)
06.2016 - 05.2017
Agency Manager – Business Development
Global Maxfin Investments Inc.
01.2014 - 12.2022
Financial Advisor
Sun Life Financial
05.2009 - 12.2013
MBA - Project Management
HULT International Business School
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