Boyd Soussana, President &CEO

 








 

 

Experience

 10/01/1997-15/02/2004  First Fundy Financial     Dartmouth,NS

 President

§     Increased life insurance sales from $236K to over $5 million.

§     Increased sales representatives from 23 to over 100.

§     Developed and Trademarked universal Life insurance concept named the “Maximizer”

§     Appointed to Standard Life’s MGA advisory council 2001

§     Appointed to Canada Life’s MGA advisory council 2002

§     Appointed Exclusive Atlantic Canada’s representative for Succession Strategies’ “Retained Earnings Swap” 

 

07/01/1989–10/01/1997  Manulife Financial              Canada

10/01/1994-10/01/1997

Branch Manager, Winnipeg, Manitoba

§     Increased regional sales from $750K to $2.5 million.

§     Increased regional sales representatives from 25 to 105.

§     Agent persistency attained 60%

§     Won Branch Manager of the Year award during first full year as Branch Manager, only 3 other instances in Company history has this been achieved.

§     Appointed Managers advisory council for creation of Manulife GIF program. 1.5 billion in new segregated funds sales achieved in first year and 2.5 billion in second year.

§     Manulife Securities compliance officer for Winnipeg West Branch

§     Moderator for CAIFA courses

§     Attended Steven Covey “Principal Centered Leadership” program

 

07/01/1992-10/01/1994            

Associate Branch Manager, Moncton, New Brunswick

§     Expanded sales team from 12 to 24

§     Doubled agent life insurance production

§     Co developed “Insured Retirement Program” computer software

 

 

07/01/1989-07/01/1992            

Marketing Manager, Montreal, Quebec

§     Responsible for computerizing 26 different life insurance concepts.

§     Recruited and trained over 75 agents and brokers.

§     Responsible for Joint fieldwork with experienced and inexperienced agents.

§     Responsible for marketing meetings held monthly

§     Jointly Responsible for the creation on the Montreal Brokerage Managers association

 

09/01/1986-07/01/1989 Great West Life 

Montreal, Quebec

Disability Income Specialist

§     Formed part of the initial group of 3 candidates for GWL’s specialist program, which is a formula that all insurers in Canada at present partake

§     Co-Developed GWL Montreal Brokerage office

§     Won Brokerage of the year 1987, 1988

§     Increased disability sales by 500%

§     Managed Inter-Corporate arrangements with Manulife, Industrial Alliance, Prudential and North American Life

 

11/01/1984-09/01/1986   Great West Life

Montreal, Quebec

Life Insurance Sales Representative

·                   Sales Representative direct to consumer

·                   Completed LUATC courses

  

Education

1980–1985                               Concordia University    Montreal, Quebec

§     B.A., Economics and Marketing.

Interests

Skiing, weightlifting, computers, hockey, cars, movies