Jacob Ogunlade

About the Candidate

JACOB OGUNLADE

Ottawa, ON K1Y1N2  K1Y1N2, Ottawa, ON

613-400-0466 – jacobogunlade@gmail.com

Professional Summary
Creative and analytic professional with over 4 years of diverse relevant experience and a proven ability to meet and exceed production targets in a fast-paced environment that aligns with a customer’s stated goals. Expertise in developing, retaining, and growing the organization business by delivering against individual and team goals that support a positive customer experience. Superior ability to educate customers, provide relevant insights and adept advice, and develop personalized financial strategies. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Skills
·   Effective communication, negotiation, and presentation skills

·   Solid analytical knowledge and critical thinking skills

·   In-depth products Knowledge and Strong organizational skills

·   Nurture strong, long-standing relationships with co-workers and clients

·   Excellent business process analysis and continuous improvement

·   Ability to offer individual and organization client consultation
·   Proficient in MS Office suite (Word, Excel, PowerPoint), Outlook, Salesforce, WebEx, Zoom

·   Ability to execute strategies with proactive long-term view of business goals and objectives

·   Trade Policy Evaluation

·   Investment Products

·   Customer Needs Assessments

·   Cost Calculation

·   Effective data entry and file management skills
·Effective communication, negotiation, and presentation skills

·Solid analytical knowledge and critical thinking skills

·In-depth products Knowledge and Strong organizational skills

·Nurture strong, long-standing relationships with co-workers and clients

·Excellent business process analysis and continuous improvement

·Ability to offer individual and organization client consultation

·Ability to execute strategies with proactive long-term view of business goals and objectives

·Proficient in MS Office suite (Word, Excel, PowerPoint), Outlook, Salesforce, WebEx, Zoom

·Trade Policy Evaluation

·Investment Products

·Customer Needs Assessments

·Cost Calculation

Work History
01/2021 to Current
Life Insurance and Investment Broker

OM Financial Inc

·   Conduct seminars, educate, and assist clients in decisions regarding investment strategies for retirement

·   Keep client up-to-date about progress of operational performance of individual investment to manage risk and ensure goals fulfillment

·   Deliver financial advice to 150+ clients, propose and implement short- and long-term objectives for investment, insurance, business, and estate planning with minimum risk

·   Work with clients to develop financial planning strategies and solutions through evaluation of finances

·   Prepared contracts and related documentation according to strict standards.

·   Discussed financial options with clients and provided informed suggestions
01/2021 to 01/2022
Claims Analyst

Epic Class Action and Claims Inc

·       Analyzed and verify supporting documentation for suitable recommendations for final decision

·       Adjudicated claims, manage correspondence with high level quality and ensure satisfaction of set goals in alignments to organization priorities

·       Collected data, synthesized information regarding client’s coverage and claims, manage sensitive claims with professional attitude

·       Investigate circumstances surrounding insurance claims to determine validity of claim

·       Determine amount of loss or damages covered by insurance policies

·       Negotiate settlement of claims and Prepare adjustment reports.

·       Review, examine, calculate and authorize insurance claims investigated by insurance adjusters

·       Examine adjusters’ reports and similar insurance claims or precedents to determine extent of insurance coverage

·       Approve automobile, fire, life, disability, dental or other insurance claims.
01/2018 to 01/2021
Financial Advisor

SunLife Financial Inc

·   Managed new businesses processes and communicate underwriting requirements with paramedical providers for group and individual business, document feedback on products and services

·   Maintain solid client relations through face-to-face and virtual meetings, offer personalized service to each client and increase the number of high net-worth clients within block by 35%

·   Conducted clients’ review meetings, follow up, and service requests, one-to-one and over phone supporting 475 client’s relationships

·   Participated in internal and external business initiatives and process improvement activities that increased the financial center performance by 15%

·   Studied financial documents to identify potential areas needing improvement
01/2016 to 01/2017
Business Administration Instructor

Sprott Shaw College

·   Prepared and delivered lesson notes in alignment with Sprott Shaw College academic policy

·   Taught curriculum and supported students who required extra help

·   Maintained high-performance learning space with effective classroom management strategies

·   Evaluated students’ performance, provided bi-weekly progress reports and setup learning objectives

·   Mentored and taught class of 15 and tracked students’ attendance.
Education
2014
Postgraduate Certificate: International Business Management

Algonquin College – Ottawa, ON
2009
Bachelor of Arts: International Business

University of East London – East London, United Kingdom
Additional Information
·   LICENSES AND CERTIFICATIONS, Life License Qualification Program (LLQP)

·   Canadian Investment Funds Course – Mutual Funds License

Volunteer Experience

05/2020 to 08/2021        Summer Camp Coordinator

One Flock Community Centre
·          Coordinates pre-season site walk through with onsite Supervisor.

·          Oversaw the daily operations of the camp location, Ensured Staff fill-in onsite as required.

·          Documented and collected on-site camp photos and administrative paperwork

·          Acted as a liaison between Office and the parents and ensured all student staff adhere to the Provincial and municipal policies rule of engagement including dress code

 

11/2016 to 08/2019        Administrative Assistant

Excel One Ministries
·          Write and distributes email, correspondence memos, letters, faxes and forms

·          Developed and maintained a filing system for the organization.

·          Planned meetings and take detailed minutes for NGO’s record as required

·          Prepared annual reports, Organized and scheduled appointments for the Chair and the Board of Directors