Mark Streeter Email & Phone Number

Toronto, Canada Area

• Primary focus and responsibility is to provide in-depth sales and marketing / business development support to Estate Planning Specialists / Financial Security Advisors and their teams in the GTA and Western Canada.
• Provides education on insurance resources that are available to build awareness

Toronto, Canada Area

• Accountable for selling solutions of RBC Life & Living Benefits products including life insurance, disability, critical illness, long-term care, travel, and various wealth products
• Build and nurture strong relationships to understand needs and develop customized estate planning solutions
• Collaborate with internal and external teams to monitor business performance and identify sales opportunities
• Facilitate regular seminars to groups of up to 50 clients on the benefits of RBC products and services
• Train and mentor new Advisors and Specialists in their daily activities to help them exceed performance goals
• Provide in-person consultations to clients with mobility issues by visiting their homes or long-term care centres

Halifax, Canada Area

• Sold whole life, term life, accidental, and hospital insurance benefits to public unions and private-sector clients
• Communicated with clients on a regular base to ensure their insurance plans were updated and satisfactoryKey Achievements:
• Achieved an 85% client retention rate, over 11% above AIL’s average, through effective relationship building
• Routinely exceeded monthly sales quotas by up to 400% and ranked first among the 20 regional Advisors

- Drafted and proofread letters on behalf of the Deputy Minister of Justice- Documented and maintained all filing for Public Safety Division- Assisted all policing consultants with various ongoing projects

- Worked with numerous IT and support centre representatives throughout North America - Corrected errors in national accounts, documented changes and notified company branches- Instrumental in assisting with Shredcom records management and change over to SAP by consulting with professionals from different departments to ensure a smooth transition

Toronto, Ontario

• Recruited to enhance and simplify the sales presentations and pitches delivered to new homebuyers
• Worked with mortgage, marketing and sales specialists and provided strategic input and subject matter expertiseKey Achievements:
• Successfully improved the effectiveness of multiple presentations and received requests from other departments

Dublin, Ireland