As a financial services consultant, I take pride in utilizing my knowledge of needs-based selling and organizational development to realize client goals. With 35 years of industrial experience, I am well-versed in various disciplines, including sales distribution training, new product education, and supply chain administration. I modernize regular operations through meticulous analyses and strategic innovation.I earned certifications from the Financial Industry Regulatory Authority (FINRA) and North American Securities Administrators Association (NASAA). Additionally, I attended the University of Rhode Island, where I earned a Bachelor of Science degree in Business Administration, focusing on financial management.Early in my career, I followed in the footsteps of my father and grandfather by joining John Hancock Financial Services as a Sales Representative and Financial Advisor. I was instrumental in driving revenue growth through targeted territory development and exceptional client services. Thanks to my financial and sales insight, I was promoted to Vice President of Sales Training, tasked with implementing a virtual education strategy for over 2,000 sales associates across 100 facilities.I shifted to a similar role with MFS Investment Management, serving as Senior Vice President of Global Distribution Training. I played a significant role as a change agent, as I developed the Four Pillars of Professional Skills: sales training, product/regulatory expertise, technology aptitude, and industry knowledge. The Four Pillars became the foundation of my training curriculum for new hires to senior managers.Today, I am the President and Founder of Heroux Consulting Group, conceptualizing strategic plans and restructuring organizational goals to support large-scale financial firms.If you would like to connect or know more about my professional story, please send me an InMail message or email me at JLHeroux63@gmail.com.