Jennifer Stevens

• Program Operations: Created structure and integrated daily management of quality assurance program; including agent KPIs and program service metrics. Annual business planning responsibilities such as budgeting, staffing (for 3 language channels), training, reporting, technology implementation, initiatives, etc.
• Promotion and growth: Design and delivery of compelling & innovative presentations which include service offering, value proposition, and data analytics. Collaborating with various departments to execute projects and identify strategic opportunities.
• Leadership: Creation and delivery of business proposals to build and grow a dedicated team. Prioritize employee engagement and encourage a positive inclusive team culture. Provide career planning development through regular coaching and mentorship of nationwide team.

• Office Operations: Responsible for regional sales office premise management and coordinating administration team. Focus on elevating the sales experience through strategic partnerships with advisors & leaders. Regular compliance reviews to meet organizational and MFDA standards.
• Leadership: A change champion and guiding force through a continuously evolving climate. Focus on transparency, and accountability. Empower & support individual staff through performance management, mentorship and continuous improvement.

• Offered comprehensive financial planning services in conjunction with insurance advice, creating a one-stop-shop experience for clientele seeking holistic wealth management guidance.
• Responsible for training & mentoring new staff in NL and PEI, sharing best practices and industry knowledge to enhance team performance. Additional responsibilities include assisting in recruitment efforts, such as interviews and selection.
• Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
• Established long-lasting relationships with clients through proactive communication and exceptional service.

Regional Manager (2014 - 2016)
Branch Manager (2013)
Independent Licensed Agent (June 2012 – 2016)

• Recruited, trained and managed sales professionals & administrative staff.
• Managed facilities ensuring availability, functionality, and compliant use of office space and record management.
• Handled customer relations issues, enabling quick resolution, and client satisfaction.
• Increased sales revenue by developing and implementing effective sales strategies.
• Built long-lasting client relationships through excellent customer service and consistent followups.
• Led a successful sales team by providing motivational coaching and performance-based incentives.