Close Close Preview

Your amazing online presence is right this way.

Create your profile
Capture who you are, what you do, and where you're going. All in one place.

Mass M Arezzi

Mass M Arezzi

Sales Manager, In Plan Welcome & Investment Advice Service

Sun Life Financial

Canada

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...

Message

1

Follower

MENU ☰

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.

We believe we should work hard in order to be happy, but could we be thinking about things backwards? In this fast-moving and very funny talk, psychologist Shawn Achor argues that, actually, happiness inspires us to be more productive.

Work advice that's unconventional -- and uncommonly useful.

Work smarter?utm source=linkedin