Bernard Applewhaite

Bernard Applewhaite Email and Phone Number

Business Development, Training & Facilitation Consultant @ Great Canadian Training & Consulting
Bernard Applewhaite's Location
Mississauga, Ontario, Canada, Canada
Bernard Applewhaite's Contact Details

Bernard Applewhaite work email

Bernard Applewhaite personal email

About Bernard Applewhaite

Bernard Applewhaite is a Business Development, Training & Facilitation Consultant at Great Canadian Training & Consulting. He possess expertise in financial planning, life insurance, disability insurance, investments, new business development and 18 more skills. Colleagues describe him as "I have known Bernard from the day I entered into Canadian Insurance industry. Bernard is an incredible & highly ethical professional who is great in relationship building, has strong hold on product knowledge and systematic sales process oriented training skills. His creative risk management solutions' guidance undoubtedly helped me grow my business. I truly appreciate his support. I am blessed to have him as a mentor and guide." and "It was a great experience working with Bernard. Monthly meetings with a core group of advisors for sharing ideas and facilitating networking was a great idea that Bernard initiated. Got to know a lot of advisors at Carte that probably would not have happened. He is a great motivator and a connector and will be a great asset to any organization he works with. He has a wealth of experience in the insurance industry and brings a lot of marketing and sales ideas."

Bernard Applewhaite's Current Company Details
Great Canadian Training & Consulting

Great Canadian Training & Consulting

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Business Development, Training & Facilitation Consultant
Bernard Applewhaite Work Experience Details
  • Great Canadian Training & Consulting
    Training Consultant
    Great Canadian Training & Consulting Oct 2023 - Present
    Ottawa, Ontario, Canada
  • Dollarama L.P.
    Trainer/Facilitator
    Dollarama L.P. Dec 2022 - Feb 2023
    Montreal, Quebec, Canada
    Collaborated with management to assess current needs, trends and deficiencies in order to develop targeted training programs.Conducted instore training sessions to employees on how to use inventory softwareProvided troubleshooting support on inventory dayTrained District Managers on SCO (self checkout) procedures .
  • Carte Wealth Management Inc.
    National Sales Director
    Carte Wealth Management Inc. Jun 2020 - Nov 2022
    Mississauga, Ontario, Canada
  • Carte Wealth Management Inc.
    National Sales Director
    Carte Wealth Management Inc. Jun 2020 - Nov 2022
    Mississauga, Ontario, Canada
    Helping Independent Financial advisors grow their business and embrace the digital revolution.
  • Hub Financial Inc.
    Director, Broker Development
    Hub Financial Inc. Jul 2015 - Jan 2020
    Woodbridge
    "The career support you seek, the independance you deserve"Working closely with our Ontario Sales team and advisor base, I recruit newly licensed advisors to join our industry leading HUB Apprenticeship program. • Manage the recruiting and selection of green pea brokers in the Ont region for VPDP / Compass programs • Identify and develop new broker relationships with HUB Financial, seasoned and green pea brokers • Coordinate and conduct VPDP and Compass… Show more "The career support you seek, the independance you deserve"Working closely with our Ontario Sales team and advisor base, I recruit newly licensed advisors to join our industry leading HUB Apprenticeship program. • Manage the recruiting and selection of green pea brokers in the Ont region for VPDP / Compass programs • Identify and develop new broker relationships with HUB Financial, seasoned and green pea brokers • Coordinate and conduct VPDP and Compass training sessions in the Ont region • One on one coaching, joint field work with VPDP advisors • Train new Broker Development Specialist's on the Compass process • Conduct group and individual follow ups and one-on-one development sessions, with VPDP advisors • Host or support Specialist in hosting webinars, seminars, presentations promoting the Masterworks Programs • Support new business growth in the region by effectively educating brokers on the HUB Value Proposition• Coordinate VPDP advisors with our more seasoned advisors for C,D, clients and succession planning. Show less
  • Hub Financial Inc.
    Sr. Marketing Director
    Hub Financial Inc. May 2001 - Jun 2015
    Woodbridge, Ontario
    * Recruitment of advisors to HUB Financial* Identifying and contacting existing advisors on a daily basis to promote the Company’s product spectrum* Quoting, Case Analysis and Case packaging * Daily handling of complex in-force service calls and queries.* Providing monthly written summary to the Regional Vice President regarding opportunities/threats to productivity.* Conduct seminars for product and concept training
  • Norwich Union
    Regional Agency Manager
    Norwich Union Aug 1994 - May 2001
    Toronto, Canada Area
    * Managed 5 Regional Directors in the GTA area* Implemented training course for Regional Directors.* Recruit, hire and train Regional Directors.* Ensure region hits targets that were set.
  • Norwich Union
    Regional Director
    Norwich Union Jun 1991 - Aug 1994
    Toronto, Canada Area
    * Recruit broker to do business with Norwich Union with an emphasis on developing a long term relationship.* Service advisors as customers, by assisting them with case development, training on company’s products and exposing them to the company’s practices.* Expanded number of advisors doing business by at least 25 % each year.* Increased Revenues by 20 % each year* Qualified for Conference each year as a Regional Director

Bernard Applewhaite Skills

Financial Planning Life Insurance Disability Insurance Investments New Business Development Retirement Planning Investment Advisory Insurance Sales Management Strategic Planning Retirement Financial Services Wealth Management Sales Presentations Term Life Insurance Critical Illness Fixed Annuities Strategic Financial Planning Estate Planning Mortgage Lending Financial Advisory Portfolio Management Marketing

Frequently Asked Questions about Bernard Applewhaite

What company does Bernard Applewhaite work for?

Bernard Applewhaite works for Great Canadian Training & Consulting

What is Bernard Applewhaite's role at the current company?

Bernard Applewhaite's current role is Business Development, Training & Facilitation Consultant.

What is Bernard Applewhaite's email address?

Bernard Applewhaite's email address is be****@****ial.com

What skills is Bernard Applewhaite known for?

Bernard Applewhaite has skills like Financial Planning, Life Insurance, Disability Insurance, Investments, New Business Development, Retirement Planning, Investment Advisory, Insurance, Sales Management, Strategic Planning, Retirement, Financial Services.

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