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Mass M Arezzi

Mass M Arezzi

Sales Manager, In Plan Welcome & Investment Advice Service

Sun Life Financial


A people manager focused on engaging, educating, and mentoring frontline staff with more than 15 years of experience in the financial services sector, holding leadership roles in Sales, Compliance and Operations Management. Exceptional success in building and maintaining relationships with key corporate allies, and a...





Sun Life Financial

Sales Manager, In Plan Welcome & Investment Advice Service

• Supervising 9 licensed Financial Consultants with multi-disciplined objectives, focusing on generating revenues, asset retention and asset consolidations
• Achieved 220% Sales against targets, and 150 % year-over-year growth
• Recruiting and mentoring new managers
• Managing campaign goals and strategies
• Represented the company during annual renewal period with plan sponsors
• Created a “Call Sequence” procedure for the Sales Consultants and Managers
• Identified and implemented analytical strategies to support campaign objectives

Built a dedicated team, concentrating on providing advice and direction to Group Retirement members ; developing an integrated educational plan to engage and welcome members during the transition of their plan to Sun Life Financial; focusing on increasing awareness of plan options and participation in Wealth and Protections plans by providing personalized service.

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