Sales Organization Development, Financial Services, Commercial Acumen, Project Management - 15 Years
Organizational Development, Leadership Development, Performance Management - 11 Years
Management - 9 Years
Collaborate with clients across multiple industries such as: Financial Services, Pharmaceuticals, Media, to design, develop and implement instructor led and/or virtual training solutions aligned with the client's organizational and business objectives.
Coached Polish managers in the financial services industry to develop effective communication skills.
Topics included presentations, negotiations, relationship building and process improvement (Six Sigma and LEAN).
Supported the head of distribution to define the strategic direction of the tied agent network. Including identifying products to be distributed, strategic positioning and agent capability requirements.
Acted as the content manager for an initiative to transform the performance and effectiveness of the tied agent distribution network.
Responsible for the re-design of the agent recruitment and selection process, and the development of an agent and unit manager career path.
Responsible for managing a $3.4 million project for AXA's retail sales force to enter the small business life insurance market.
Deliverables included design and implementation of a new service platform and client portal, a new distribution model and the branch implementation methodology across the country.
Represented the interests of the National Advisors Forum (a group of senior/experienced advisors representing all of the companies retail advisors) and recommended action steps to improve the ease of doing business to senior management.
Created a leadership development strategy and tactical project implementation approach for Branch Managers and Branch Operations Managers.
Designed and delivered leadership development programs for 100 Branch Operations and Compliance managers with the objective of creating an inclusive environment through greater understanding of diverse experiences and perspectives.
Acted as a senior contributor the strategy and design of a global culture change program. Led program roll-out for multiple regions and business units across the globe (10,000 mangers worldwide).
Managed the relationship with the Group Financial Controller to identify development needs and solutions aligned with building competence to achieve strategic goals, and meet new regulatory (Solvency I and II)and filing requirements (IFRS).
Managed the development of a Crisis Leader's program to integrate training into crisis management readiness initiative for 100 Crisis Leaders across the globe.
Responsible for partnering with AXA group on executive development intiatives to ensure talent readiness to fill leadership positions across the globe.
Let summer intern program. In 2006 provided 60 interns with valuable work experience throughout the organization. In 2007, defined and implemented a program strategy to create a pipeline of candidates for entry level job opportunities resulting in 6 FTE hires.
Designed, developed and implemented the performance management and development planning process for 2000+ employees.
Led a foundations of management program for 200 employees new to management over 2 years.
Defined and implemented key strategies and training programs for retail sales managers enabling them to achieve hiring and agent productivity objectives.
Created and implemented a leadership development process used with experienced retail branch managers. Program included a 360 Assessment, business simulation using a case study format, an individual development plan and on-going follow-up.
Implemented tools and systems for sales managers to create a functional business plan for Financial Professionals to build and maintain sales.
Developed and implemented web based and classroom solutions for product training, sales manager business planning and agent practice management.
Langevin Certified Instructional Designer (2002)
MBTI Qualified (2005)
Companies Worked For:
Job Titles Held:
© 2019, Bold Limited. All rights reserved.