Mark S.
Senior Manager @Experior Financial Group
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WORK HISTORY
Senior Manager @Experior Financial Group
Montreal, QC, CA
Focused on advisor development and business growth by combining sales coaching, recruitment support, and operational structure within a national financial services organization.• Coached advisors on sales fundamentals, lead generation tactics, and product positioning while supporting ongoing professional development.• Supported recruitment and onboarding initiatives, helping new advisors navigate prospecting, compliance, and product knowledge across multiple carriers.• Gained hands-on exposure to insurance operations and advisory workflows involving Manulife, Desjardins, Industrial Alliance, and others.• Built relationships with senior leadership and industry partners, contributing to business expansion and strategic initiatives.• Balanced performance expectations with mentorship, emphasizing accountability and long-term advisor success.
EDUCATION
Advocis Banff School
LLQP, Finance and Financial Management Services
ABOUT MARK S.
Operations and Business Development Manager in financial services, specializing in building scalable sales, recruitment, and lead generation systems.I have led end-to-end operations across recruiting, training, outbound sales, and workflow design, supporting teams of 60+ agents and overseeing systems that generated qualified leads. My work has included conducting 300+ global interviews, designing onboarding and SOP frameworks, and improving sales performance through structured coaching and KPI tracking.My background includes insurance and financial services, with hands-on experience working with advisors, business owners, and senior decision-makers. Known for translating strategy into execution, building repeatable processes, and driving measurable growth across sales and operations.
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