Jeff Collins Email & Phone Number

Global, Oo

Leading the Waterloo office BD and marketing operation and team. In alignment with the firm's strategic plan, developing and executing a strategy with objectives to drive business development, client retention, relationship development, reputation, and community engagement.

Oo

• Was the lead marketing consultant for a block of 60+ high profile clients (B2B),• Responsible for the creation and execution of annual marketing strategies and campaigns.• Project managed the creation and deployment of customized co-branded marketing materials across traditional, digital and social channels. • Accountable for creating and presenting regular client updates to both internal and external partners.• Promoted Sun Life’s products and services through developing various marketing campaigns including print, digital and social. • Contributed to the future direction and development of member services through new innovative solutions.

Toronto, Ontario, Ca

• Worked with cross-functional teams including product and national education managers to develop marketing solutions that met the needs of the advisors, plan sponsors and members.• Developed and executed integrated marketing strategies across traditional, digital, mobile and social channels.• Gained an understanding of internal and external member needs to develop clear messaging and educational tools.• Managed projects to ensure deliverables were finished on time and on budget, assessing the success metrics of a project upon completion. • Monitored competitive activities to assess implications and associated risk to contribute to business planning and proactive market strategy.

Toronto, Ontario, Ca

• Responsible for regular evaluation of existing product sales and marketing material to ensure they remained effective and up to date.• Development of sales and capabilities presentations by creating the marketing stories and navigating the presentations from inception to completion.• Managed day-to-day operations and operational processes such as compliance and legal reviews, material creation/updates and quality improvement, and linguistics.• Executed product launches by managing the messaging, creative concepts and distribution methods, including collateral, HTML emails, presentations, and communications (internal and external).

Waterloo, Ontario, Ca

• Worked closely with vendors to create messaging that was accurate, consistent and on brand.• Updated marketing materials to ensure content was still strategically relevant and followed brand guidelines.• Conceptualized and presented strategies for marketing initiatives to internal executives for feedback and approval.• Managed internal and external functional teams to execute on marketing programs.• Collaborated closely with internal brand and legal teams to ensure all marketing material was compliant.• Created and maintained an internal portal housing up-to-date marketing and sales tools for global use by cross-functional teams.

• Promoted and sold ‘Conversense’ in a B2B environment (an online claims management system, within the insurance industry).• Created and implemented new product marketing initiatives.• Built and maintained professional client relationships.

Hamilton, Ontario, Ca

• Marketing, selling and up-selling clients our new products and services• Increased personal client base by 20% in past year• Over 70% of personal clients were using latest technologies• Managed multiple overlapping client projects• Direct team of developers, designers and third party partners• Hundreds of projects of varying sizes and scopes successfully completed• Digitally track project development process and produce reports for clients and in-house use