Alvin Matthew Email & Phone Number

Surrey, British Columbia, Canada

Surrey Bc

• Integral part of the management team of the top financial centre and continued to run my centre independently and developed growth strategies for the Western Region.• Developed training materials for sales growth.• Mentored and coached other managers on how to recruit, train and develop commissioned sales force specifically in financial services.• Was member of advisory council for business development created by Desjardins and represented my centre.

Delta

• Responsible to build a new financial centre • Establish a viable, growth-oriented Financial Centre.• Recruit, train, and manage successful financial advisors, sales managers and administrative staff• Provide supportive coaching and training while holding advisors /sales managers accountable.• Maintain and expand multi-line distribution of products & services that includes life, living benefits, wealth management, group & travel insurance products.

Fraser Valley

Provide overall management by leading the establishment and achievement of team sales objectives and related activities to achieve superior client experience through advice driven client discussions. Develops internal RBC and community relationships maximizing new business opportunities, fostering a client ownership environment to deepen the client relationship. Accountable for ongoing coaching and development of staff, ensuring high level of employee capability and engagement through focused… Show more Provide overall management by leading the establishment and achievement of team sales objectives and related activities to achieve superior client experience through advice driven client discussions. Develops internal RBC and community relationships maximizing new business opportunities, fostering a client ownership environment to deepen the client relationship. Accountable for ongoing coaching and development of staff, ensuring high level of employee capability and engagement through focused sales management routines and the promotion of a collaborative team environment. Team efficiencies and due diligence of procedures, process and guidelines relative to risk mitigation. Show less

• Successfully and consistently attracted and recruited top performers, rewarding strong performance and performance managing producers below minimum threshold• Utilized effective performance enablement routines with every Insurance Advisor, including: development of annual sales plan, quarterly reviews of sales results, and ongoing coaching and feedback on activities and results• Coached and modeled key behaviors of top performers (e.g., putting clients first, collaborating as… Show more • Successfully and consistently attracted and recruited top performers, rewarding strong performance and performance managing producers below minimum threshold• Utilized effective performance enablement routines with every Insurance Advisor, including: development of annual sales plan, quarterly reviews of sales results, and ongoing coaching and feedback on activities and results• Coached and modeled key behaviors of top performers (e.g., putting clients first, collaborating as partners, sharing best practices in branch meetings)• Develop sales force capability by ensuring essential skills/knowledge/accreditations are sufficient and up-to-date to meet RBC and client expectations by attending joint sales calls (including telephone calls, cold calls, and centre of influence calls) and implementing company training materials.• Managed profitability and achievement of team sales plan by monitoring production of sales across various product lines by Insurance Advisor.• Maintained and expanded multi-line distribution, including: life, living benefits, wealth management &travel insurance products• Build internal and external networks to contribute to the community, business associations, etc. to capitalize on new business opportunities and referrals• Collaborate with internal partners to develop relationships with existing and potential community partners• Awarded as one of the top performing managers in Canada and was invited to attend conference each year. Show less

• Successfully assisted my Branch Manager to build this new branch, was among the top 5 branches in the country within one year.• Developed growth strategies to build the agency/branch. • Was among the top recruiting managers in the country each year.• Each year awarded with one of the top managers for year over year growth.• Awarded as on of the top managers in Canada and qualified for Sales Conference every year.

• Above average and consistent production• Winner of various internal sales campaigns.• Assisted immediate manager for recruiting and training new advisors• Provided field sales support to new agents for closing appointmen

• Successfully launched and implemented the newest Extended Warranty for Automobiles in three regions• Responsible for introduction, training, recruiting, sales planning, implementation of business promotional strategies, product development, after sales service and overall profitability of the region• Developed customer base and increased sales volume quarter over quarter• Effective presentation to auto dealers that resulted in more contracts for he organization

B.Comm, Commerce

Certification, Certified Financial Planning Education Program

Certification, Mutual Funds In Canada

Certification, Branch Compliance Cource

Life Licence Education Program