Director @ BAFG INC. - Bedi & Associates Financial Group Inc.
Sales Manager @ Heritage Education Funds Inc.
CLU (Chartered Life Underwriter) @
The Financial Advisors Association of Canada, ADVOCIS
EXECUTIVE PERSONAL STATEMENT:
A Self-driven and passionate Agency Director with over 14 years of experience in the Financial Industry working alongside the top Financial institutes in Canada. Relationship development expert that complements the ability to aggressively build solid client base and drive revenue growth. Proven leadership and team-building skills, coupled with the ability to direct strong teams
EXECUTIVE PERSONAL STATEMENT:
A Self-driven and passionate Agency Director with over 14 years of experience in the Financial Industry working alongside the top Financial institutes in Canada. Relationship development expert that complements the ability to aggressively build solid client base and drive revenue growth. Proven leadership and team-building skills, coupled with the ability to direct strong teams in managing client relationships and providing financial solutions. Focused and analytical Financial professional with strong Communication skills and ability to comprehend, translate and act upon market fundamentals. Performance-driven individual with strong influencing skills that have built long-term partnerships, trust and respect. A proactive and creative problem-solver who is frequently consulted by Advisors and Sales Representatives for expert advice. Accountable for driving the sales of the Managing Agency Director in the GTA and Western Region. Have successfully led the Sales Operations which include recruitment, training, development and coaching Advisors, Sales and Branch Managers to increase company profits and bolster growth.
Branch Manager @ Managing an Agency with one of the leading Canadian distributors of fixed-income RESPs with $2.3 billion in assets under management and which empowered over 400,000 children with post-secondary education. Work closely with Advisors and Clients to assess their financial needs and help direct their investments into the optimum Registered Educations Savings Plan. A passionate Leader who inspires his team of Advisors in providing a future with a lifetime gift of knowledge to our Clients.
Promoting Heritage Brand by providing coaching/consulting to the Sales Representatives, sales Managers, Associate Branch Managers
Develop sales and distribution strategies, which includes contracting and training Associate Branch Managers
Conduct meetings on a weekly basis that include one on ones, group and branch meetings, road shows, seminars and workshops with financial advisors to achieve company sales goals
Build a solid sales team that meet and exceed sales goals by recruiting over 25 new sales representatives
Working with Associate Branch Managers to strengthen the relationship by coaching and training their financial associates to increase new sales and business opportunities
Develop strategic business plans for the year and review quarterly with the team to increase sales from financial advisors across the region
Develop, execute, and monitor monthly/quarterly/annual business plans for the team to achieve results within the company approved budget
Building solid relationships with Business partners ensuring communication channels exist, facilitating meetings with advanced Presentation skills
Recipient of Agency Director Award for outstanding Sales and Leadership skills From 2005 to Present (10 years) Toronto, Canada AreaDirector @ Over a decade worth of experience in both Insurance and Financial Sales Management. Advance financial expertise with a focus on Whole Life Insurance, Long Term Care, Critical Illness Insurance, Real Estate, RRSP’s and Registered Educations Savings Plans. By working together with Advisors and building a strong team, I believe that the success of the advisor is the ultimate success of the company. Managing a team of 25 Advisors and providing valuable Strategies and right solutions to achieve their business and financial goals. In addition, providing joint field training and on-going in house training for advance sales, marketing, coaching, mentoring and presentation training.
Perform weekly one on one meetings, group training and development sessions, Branch Mangers meetings, road shows, Recruitment Seminars and workshops with financial advisors to achieve company sales goals
Assist Account Executives in making informed Economic decisions
Negotiate with product suppliers including MGA’s and AGA’s for the best possible rates
Review accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations
Create, implement, and continually review a plan that includes strategies designed to help Advisors and Clients pursue their long-term goals
Devise and execute business development strategies to attract and acquire new Clients and Advisors
Facilitated quarterly work-shops with an audience range of 100-150 Advisors
Cultivate strategic business plans for the year including quarterly reviews with the team to increase sales from Account Executives across the GTA
Effectively create various Marketing Incentive plans for Referral programs
Organize and conduct monthly regional seminars, open to all consultants and their prospects
Conduct in-depth reviews of clients' financial circumstances and future goals From 2005 to January 2015 (10 years) Sales Manager @ Self-starting, goal-oriented sales professional whose extensive experience had promoted success for a high-quality company ranked number one in sales volume nationally. Knowledgeable in all phases of client service with a track record of outstanding customer satisfaction. Proven success in establishing and maintaining a loyal customer base. Consistently honored for exceeding sales and service expectations.
Top-ranked RESP Sales Manager with a six-year history of sales success
Subject Matter Expert for helping families save towards their Children’s post-secondary education
Proven ability to lead sales teams to achieve multimillion-dollar revenue gains
Recruited, trained and developed new sales and marketing teams
Maximized sales performance through delivering an exceptional customer experience, people management and cost control
Motivated and managed the entire sales process – targeting to top prospects, identifying client solutions, negotiating and closing
Ceaseless recipient of the Personal Persistency Award, ensuring Clients were diligently educated at time of Sale
Rewarded for contribution towards building the strength of Heritage with over 2 billion in assets, over 750k in payouts and over 400k subscribers
Received ‘Rookie of the year’ award From 1999 to 2004 (5 years) Toronto, Canada Area
CFP (Certified Financial Planner) @ Financial Planning Standards Council FPSCCLU (Chartered Life Underwriter) @ The Financial Advisors Association of Canada, ADVOCISMortgage License @ The Financial Services Commission of Ontario FSCOReal Estate & Broker Licence @ Ontario Real Estate Association OREALLQP (Life Licence Qualification Program) @ The Financial Services Commission of Ontario FSCOBMPC (Branch Manager Proficiency Certification) @ RESP Dealers Association of Canada RESPDACRESP License (Registered Educations Savings Plan) @ Ontario Securities Commission OSCMarketing @ Sheridan College Amar Bedi is skilled in: Customer Service, Sales Management, Business Development, Microsoft Office, New Business Development, Certified Mortgage Planning, Retail, Risk Management, Critical Illness, Investments, MIS, Long Term Care Insurance, Sales, Insurance, Leadership