Neuro Linguistic Programming
Jason Waldron
Senior Sales Manager
Dubai
Summary
Performance-oriented Sales Leader offering exceptional record of achievement over 17-year career. Committed to motivating others and offering extensive knowledge penetrating new territories and promoting product lines. Highly effective mentor driven to assess individual and group sales performance to implement improvements and set goals.
Overview
20
20
years of professional experience
2
2
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Senior Sales Manager
Zurich Middle East
Dubai
01.2021 - Current
- 2023 individual sales plan delivery USD 8.175m.
- Managed deployment strategies and developed go-to-market plans to capitalize on every Investment and Protection revenue opportunity.
- Investment and Protection region specialist, proposition blog expert and lead guest speaker across multiple distribution channels including strategic banks, regional banks and IFA.
- Media spokesperson for Customer Benefits Claims insights and Zurich's three year global Risk Nexus report.
- Formulated and presented innovative strategies to stakeholders to build successful sales plans. Generating new business 2022 USD 1m using most profitable product line with pricing guidance.
- Achieved dramatic sales increase by skillfully managing relationships and proactive sales approaches. Oct 2023 issued largest annual SIP of USD 2.2m to achieve annual target.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Presentation delivery, educating on product and service features and offerings to Top Tier IFA's.
Team Leader, IFA Distribution
Zurich MiIddle East
Dubai
12.2018 - 01.2021
- Strengths based leader tasked with developing four Senior Sales managers in order to achieve combined plan of USD 28M of annualized premiums.
- Harnessing my ability to think differently, our team led the first 'in-force' management lead campaign producing 6-month sales uplift of USD 6.89m 2019. This incredible success led to full-time investment in In-force Engagement, CX, IFM and Digital Acquisition team fundamentally changing the sales landscape and how Zurich interacts with its customer base.
- Held weekly team meetings and set challenges creating a collective learning environment for improvement. Meetings centered around NLP master practitioner principles maximizing team potential.
- Reporting to CEO directly, our activities where modeled by the wider sales team changing conventional to exceptional.
- Regional International Finance Committee representative monitoring compliance, in-force management and broker indemnity exposure. Remedial recommendations and enforcement of persistency targets with business owners and compliance functions.
SME Segment Specialist
Zurich Middle East
Dubai
03.2017 - 03.2018
- Supported business goals by introducing new product and service offerings to SME business owners.
- Increased USD 5m+ sum insured application run rate from 5 per month to 40 across bank and IFA distribution.
- Built Business Protection (Key Person, Loan and Liability, Shareholder secession planning) framework intent on simplifying application complexities for HNW cases.
- Bridged corporate / retail relationship gap awakening sleeping giants of the insurance industry, namely Lockton, Mercer, Willis Towers Watson. This provided alternative revenue streams for previously dormant accounts in retail.
- Created grass route EOSB liability savings plan for company ownership, seeding International Pension Plan pipeline thus enhancing future employee benefit access.
Senior Sales Manager
Zurich Middle East
Dubai
02.2012 - 02.2017
- Consistently overachieved YOY Sales Incentive Plan (150% cap) becoming the highest achieving sales manager in IFA distribution.
- NRI and Western account management responsibilities promoting nonregulated savings & investments and individual insurance plans.
- Built long term trusted relationships with IFA's and IFA business owners, guiding business decisions for successful execution of our distribution strategy.
- Managed marketing budget circa USD 150k p/a to incentivize and reward key relationships to maintain and develop market share.
- Identified client testimonial opportunities and incorporated them into 'Benefits Paid' report leading to significant sales uplift and campaign engagement. First of its kind https://youtu.be/kFcpn5sdkNA?si=O8tyCDhRFTI51fPs
Premier Wealth Relationship Manager
HSBC Middle East
Dubai
01.2010 - 01.2012
- Provided specialized financial planning support for premier clients with diverse portfolios and individual needs.
- Created financial models to analyze and evaluate investment strategies.
- Assisted clients with budgeting and cash flow management maximizing disposable income and securing financial objectives.
- Top of the table qualifier (+140% revenue target) awarded overseas incentive plan 2010 & 2011.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Sales Coach
AVIA
Norwich
01.2004 - 01.2008
- Credibly built Aviva' first call coaching team that set benchmarks for excellence through call observation and 1 2 1 coaching sessions.
- Financial planning cold call and inbound lead generation.
- Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
- Developed job-specific competencies and performance standards.
- Provided coaching and mentoring to employees.
- Developed call guides and techniques that increased adviser lead generation from 5 per person per day to 15.
Education
High School Diploma -
Sir John Leman
East Anglia 01.1996 - 01.1998
Skills
Rapport and relationship building
undefinedAccomplishments
- Board member Zurich Global Innovation Awards, ME 2018-2020 & 2022 empowering insure-tech startups.
- Media Spokesperson, Zurich 'Benefit Paid' & Risk Nexus report.
- Created a company-wide, comprehensive coaching and sales program for all sales team members AVIA.
- Promoted to Team Leader after 6 successful years in the Zurich sales department.
- Launched Business Protection proposition for 'Future Ready' initiative.
- Initiated creation of Inforce Engagement, CX, IFM and Digital Acquisition team through inforce pilot scheme.
Certification
NLP Master Practitioner ANLP
Interests
Greek Mythology
Motivations
- Family
- Public Speaking
- Winning others over
- Ideation
- Leadership
- Collaboration
Hobbies
Golf
Football
Fishing
Timeline
Senior Sales Manager
Zurich Middle East
01.2021 - Current
Team Leader, IFA Distribution
Zurich MiIddle East
12.2018 - 01.2021
SME Segment Specialist
Zurich Middle East
03.2017 - 03.2018
Senior Sales Manager
Zurich Middle East
02.2012 - 02.2017
Premier Wealth Relationship Manager
HSBC Middle East
01.2010 - 01.2012
Sales Coach
AVIA
01.2004 - 01.2008
High School Diploma -
Sir John Leman
01.1996 - 01.1998
Similar Profiles
Abir OthmanAbir Othman
HR Business Partner - Middle East at Zurich Middle EastHR Business Partner - Middle East at Zurich Middle East
Aparajita KashyapAparajita Kashyap
HR Manager at Alkryie LLC (Zurich Middle East & PwC)HR Manager at Alkryie LLC (Zurich Middle East & PwC)
Naushar NasarullaNaushar Nasarulla
HVAC - Senior Sales and Technical Manager at Lennox Middle East (LNX Middle East)HVAC - Senior Sales and Technical Manager at Lennox Middle East (LNX Middle East)