Alison Hughes
Director of National Sales @Lawyers Financial
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WORK HISTORY
Director of National Sales @Lawyers Financial
Toronto, ON, CA
Oversee all aspects of sales and distribution, including compliance, corporate licensing, compensation/ bonus calculations, proofing permanent life insurance-related content for marketing, and the creation of targets for management, employees, and independent advisors. Lead the National Financial Planning Team and National Independent Advisor team, continually offering advice and recommendations that inform key decision-making processes. Draft comprehensive reporting for the Board of Directors on Distribution, Sales, and progress on Strategic projects-Maintain accountability for retail partnerships, new client acquisition, and partner referrals. Lead national sales campaigns, including sourcing/ budgeting incentives, as well as national and regional annual sales conferences. Create and deliver CE-accredited training sessions and other presentations-Manage Legal Agreements between the corporation and the advisor team, as well as through strategic partners including Apexa, PPI, Retail Distribution teams (Sun Life, Manulife, and Canada Life). Work closely with the VP of National Sales, Insurance, and Investment on special projects-Key Achievements: achieved the strongest sales year (2023) in over 12 years; successfully changed Wealth Distribution from the advisor channel to an in-house wealth specialist team; introduced Whole Life insurance to the Board, adding an MGA partner (PPI) to allow the team to sell retail products while maintaining Disclosure, Ownership and Control; and, spearheaded several strategic changes to the team which significantly grew sales and improved strategic planning.
EDUCATION
Western University
Bachelor of Science, Biology and Genetics
ABOUT ALISON HUGHES
An analytical, dynamic, and target-driven professional with extensive experience providing strategic leadership and advice in direct accountability roles-Broad, progressively senior experience with a strong background in: strategic planning, sales, operations, business development, compliance, client relations, stakeholder engagement, reporting, project management, risk assessment, and change management-Proficient communication, liaising, and leadership abilities (both working independently and as part of teams). Proven ability to establish a positive rapport with clients, colleagues, superiors, and other professionals while working in fast-paced environments-Advanced user of Microsoft Office Suite, as well as specialized software and applications, including: Apexa and Salesforce (among others).
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