Ian Welin Email & Phone Number

Canada

Analyzed business opportunities and developed products to capture market share, leveraging data analytics and traditional methodologies.Expanded internal programs from regional to provide guidelines for the rest of the country.Led the initial expansion of our offerings into First Nations Leased Land, currently leading phase 2 of this offering to further increase our exposure within the quickly growing Leased Land developments throughout BC.Lead monthly national housing market… Show more Analyzed business opportunities and developed products to capture market share, leveraging data analytics and traditional methodologies.Expanded internal programs from regional to provide guidelines for the rest of the country.Led the initial expansion of our offerings into First Nations Leased Land, currently leading phase 2 of this offering to further increase our exposure within the quickly growing Leased Land developments throughout BC.Lead monthly national housing market updates that are utilized by both external and internal partners to better understand each regions housing market and economic trends.Led the transition of bringing the monthly housing market updates into an online offering.Led teams through updating an internal underwriting process that reduced product specific turn around times from upwards of two days to within thirty minutes.Led teams through updating a property database, developing new policies and models for the database and reducing response times. Conducted analyses of internal portfolio data and external economic trends to identify relevant patterns.Provided expert advice on emerging trends and recommendations for maintaining regulatory compliance.Coached and mentored new Account Managers during multiple RVP transitions, providing them with best practices, how to approach customer complaints, and details on which contacts they should maintain/grow. Show less

Achieved market share and volume targets through innovative sales and marketing strategies.Surpassed performance targets by implementing customer-centric strategies, resulting in significant revenue growth and strengthened client loyalty.Led training initiatives on SalesForce utilization and recommended updates for increased efficiency.Identified a gap in customer communication and implemented an email notification system from UW to Account Managers that reduced file updates to… Show more Achieved market share and volume targets through innovative sales and marketing strategies.Surpassed performance targets by implementing customer-centric strategies, resulting in significant revenue growth and strengthened client loyalty.Led training initiatives on SalesForce utilization and recommended updates for increased efficiency.Identified a gap in customer communication and implemented an email notification system from UW to Account Managers that reduced file updates to sales from 24 hours to instantaneous. Show less

Clear understanding and awareness of designated market area and alignment of sales strategies due to changing economic conditions Develop and maintain new and existing relationships with various target audiences to grow and develop new business opportunities Maintain positive relationships with all customers by providing support and developing custom solutions for customers

• Recommend and maintain a variety of Personal Credit Products, Investment Products and Daily Accounts.• Maintain existing and establish new high value client relationships.• Problem solving and diffusing of client complaints.• Develop and implement complex investment solutions and financial plans for high value clients.• Coach junior sales staff in investment options and financial planning

Associate'S Degree, Accounting And Finance

Personal Financial Planner, Finance