Sales Life Insurance
Resume:
Ted Clysdale FMA, CAFA, CWM
Peterborough, Ontario, K9J 6X4
Phone: 705-***-****
E-mail: *********@*******.***
Jan. 16, 2013
To whom it may concern:
I am forwarding my resume for the position of Business Development Manager. I am a Financial Management Advisor (FMA) which is an advanced financial planning designation from the Canadian Securities Institute. I have extensive knowledge of the trust and wealth management industry with over twenty years of experience in financial services.
As an account executive for personal trust and wealth management at National Trust, I was required to implement a regional plan for sourcing business and increasing awareness and referrals from the branch network. This role required me to promote these services to seniors’ organizations, lawyers, accountants, retirement residences and other community organizations through seminars and speaking engagements.
As a Financial Planner I was extensively involved with estate and business transition planning to high net worth clients. I have worked with the Ontario Ministry of Agriculture and the local economic development council to provide business succession and estate planning workshops.
My role as a financial planner has enabled me to develop strong interpersonal, communication, and written skills that allow me to negotiate effectively. An ability to balance multiple priorities while being flexible and adaptable is one of my strengths. In addition, I excel at relationship building to maintain and grow business opportunities. I work well independently as well as in a team environment.
I am excited about working for your and the opportunity to work with internal partners and external centers of influence to proactively grow the business. Based on my skills and experience I am confident that I would be a great addition to your team. I would appreciate the opportunity to review my qualifications in more detail. Please do not hesitate to contact me at 705-***-**** or at *********@*******.***. I am willing to relocate.
Yours sincerely,
Ted Clysdale FMA, CAFA, CWM
Career Objective
Motivated with a keen interest in obtaining a Business/Sales Development Manager position.
Professional SkillsExtensive experience developing centers of influence in the accounting industryDemonstrated excellent communication and interpersonal skills in the area of sales, promotion, and marketing of financial services while speaking directly to both individuals and large groups. Cultivated complementary skills in the Personal Trust field (a.k.a. Wealth Management) and the life insurance industry while creating and developing markets and centers of influence, effective prospecting and telephone techniques.Prepared complex financial, estate and succession plans while working with accountants, lawyers and other professionalsPublished articles on succession planning, estate planning & retirement planning in several magazinesProvided succession planning and retirement planning workshops to small and medium sized businesses Provided sales training workshops to new sales staffResponsible for training, monitoring, and motivating staff in their sales and referrals on an ongoing basis.Acted as a consultant to National Trust reviewing their RRIF and RRSP offeringsExperience in the sale and promotion of reverse mortgagesEffective management of assigned geographic sales territoryExercised a high degree of self-organization and time management techniques as a financial services representative. Mutual fund licensed since 1989 as well as life & health insurance licensed since 1985Experienced with financial planning software, such as Naviplan, Plan Plus
and Financial ProfilesSkilled in setting up and using database software to assist sales and marketing of financial services.
Overview
As a Financial Planner working in financial services, and previously in Personal Trust and the life insurance industry, my position necessitated self-training, extensive knowledge of product lines, the ability to communicate with individuals and business people, assessing their wants and needs. This required a self-motivated individual to work without supervision.
I also have experience in sales training and sales management. This role required monitoring, mentoring and supervision of branch staff in their sales and referrals.
Experience
Canadian Association of Farm Advisors, 2009 to date
National Board of Directors for the Canadian Association of Farm Advisors
Certified Wealth Manager, 2010 to 2012
Licensed with Credential Financial Services
Independent Financial Planner, 2002 to 2010
Licensed with MGI Financial Services Ltd
Royal Bank, 1997 to 2002
Promotion and sale of financial services products and financial planning services as part of their mobile sales force. Trained and monitored branch staff on sales and referrals.
Allied Financial Planning 1995 to 1997
Promotion and sale of financial services products and financial planning services including life and health insurance.
National Trust, 1988 to 1995
Promotion and sales of a range of services including wealth management, estate, trust and investment services, as well as other banking services. Also provided sales training and sales management. As well as acting as consultant on registered products.
Manulife Financial, 1985 to 1988
Direct sales of insurance, investment and group benefit products
National Sanitation & Supply, 1984 to 1985
Direct sales of institutional & industrial sanitation supplies
Tri-County Farm Systems, 1982 to 1984
Direct sales of farm equipment March 1983 to October 1984
Installation and repair for above company May 1982 to March 1983
Education
CWM (Certified Wealth Manager) -2010
Credit Union Financial Planning Designation
FCSI (Fellow of the Canadian Securities Institute)-
Currently working on the FCSI designation
Certified Agriculture Financial Advisor (CAFA)- Oct. 2004 to Jan. 2005
Agricultural planning designation through the
Canadian Association of Farm Advisors
Ethics Seminar - December 2004
Through the Canadian Securities Institute leading to a FCSI (Fellow of the Canadian Securities Institute) designation
Life Insurance License Level 2 – July 2004
Life Insurance exam through Advocis
Life Insurance License Level 1 - April 2002
Life insurance licensing exam through Advocis
Conduct & Practices Handbook Course – January 2002
Through the Canadian Securities Institute
Financial Management Advisor (FMA)-Dec. 2000
Advanced Financial Planning designation through the Canadian Securities Institute
Wealth Management Techniques – June 2000 to Dec. 2000
Through the Canadian Securities Institute
Professional Financial Planning Course –1998 to 1999
Financial Planning course through the Canadian Securities Institute
Canadian Securities Course – Securities training course – 1994
Cannon Group- November 1993
Specializing in Financial Services & Personal Trust training
Communication and Sales Workshops I and II – Nov. 1992 and Feb. 1993
Specializing in Personal Trust & Wealth Management sales training
Trust Company Institute Mutual Fund Examination and Training –1989
Industry sponsored Mutual Fund Training and licensing
Second Year: Life Underwriters Training Course – Nov. 1987 to May 1988
First Year: Life Underwriters’ Training Course – Nov. 1986 to May 1987
Life Insurance Sales Training – 1985
Effective Sales Techniques – Sir Sandford Fleming College – Sept. 1984 to March 1985
S.C. Johnsons’ Training School – Nov. 1984
Dairy Equipment Company Training School- August 1982
Received certification from DECO training school for their product lines
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