John Heroux Email & Phone Number

Woonsocket, Ri, Us

Rhode Island, United States

Woonsocket, Rhode Island, United States

Design and deliver tactical business plans for large-scale firms, conduct weekly assessment meetings with leaders to determine long-term organizational goals, such as leadership, regulatory, compliance, performance management, business development, and sales trainingIdentify inconsistencies in current company strategies through extensive analyses; liaise with vendor organizations to research appropriate client resources while leveraging an assortment of existing assetsCreate business proposals based on specific client needs, detailing critical project components, providing appropriate recommendations for additional market resourcesDefine execution steps of strategic plans by creating comprehensive blueprints to assist clients with meeting and surpassing project milestones

Boston, Massachusetts, United States

Partnered with human resource representatives to execute talent acquisition, management, and development frameworks; implemented employee engagement programs, such performance appraisals and successional planningMentored firm executives on all aspects of performance management, such as best practices, internal and external resources, and technical systems trainingFocused sales efforts on international retail target market; designed and executed training platforms for field wholesales team and client relationship managers to assist with surpassing quarterly sales quotas; conducted daily training with sales teams, resulting in improved quota attainment

Instituted a standard of learning excellence known as the Four Pillars of Professional Skills, which focused on sales training, product and regulatory expertise, technology aptitude, and industry knowledgeDeveloped in-depth curriculum on product positioning based on domestic and international market trends; coordinated global distribution leadership training for 3,500 associates, including new hires, existing employees, and senior managers across multiple cross-functional teams Provided compliance training to operations, tech, and sales teams on federal regulatory requirements, such as FINRA, to avoid lawsuits, fines, and other disciplinary actionsSupported domestic and global sales teams in Canada, Australia, London, Singapore, and Tokyo, offering product and technical support for all distribution associates

Boston, Massachusetts, United States

Directed daily training operations of a proprietary learning management system, identifying additional technical resources as needed; updated management system to include financial asset tools, including retirement calculators, webinars, podcasts, and articlesInnovated and implemented eLearning strategy that engaged over 2,000 sales associates via virtual education sessions; guided financial services representatives across 100 facilities to properly utilize and market online learning tools Deployed sales enablement framework for new sales content; assisting to align sales process and selling skills methodologies Served as liaison and strategic business partner to the senior management team, offering daily financial insight and progress on employee training

Executed targeted territory development to drive customer growth, surpass sales objectives, and enhance revenue generation for assigned territoriesConducted comprehensive needs assessments with clients to determine appropriate life insurance, disability, and long-term care needsActed as a sales representative, assisting clients discover of insurance products and services suited to their needs; responded to client inquiries regarding coverage levels, policy rates, and renewal applications

Masters, Adult Education

Bachelor Of Science - Bs, Business Administration