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 Herb Myles - Resume

RESUME

PROFESSIONAL EXPERIENCE:

1997- To PRESENT

Self employed Broker - Life, Health Mutual Funds & R.E.S.P. licenses. Servicing of existing Client Base and continuous development of new Clients.  About evenly divided between Group, Individual life, disability and Funds. National Quality Award and repeatedly qualified for Million Dollar Round Table.

1991-1997   CANADA LIFE ASSURANCE SALES REPRESENTATIVE

Sales and marketing of Company's products on a commission basis - Top Rookie across Canada in 1992, Qualified for Million Dollar Round Table three times since 1991, National Quality Award, Presidents Council and 1993 President Of Leaders Conference. Agency Leader of all Sales Campaigns at Simcoe Agency during tenure. Qualified for VIP Conferences. Top Producer in the Simcoe Agency 1992-3-4-5-6.
- Placed about fifteen percent of my sales with other Companies for competitive reasons.

1990-1991 APPLICATION ENABLING INC., SCARBOROUGH, ONTARIO ACCOUNT EXECUTIVE

  • Marketing of consulting services

  • Emphasis on development of new accounts

  • Management of existing client base

  • Successful tenure, Reference, President
    Paul MacNeill Ph. (416) 296-1755

1988-1990 GENERAL TRUST, ORILLIA, ONTARIO
SENIOR BRANCH MANAGER

  • Company's second largest branch

  • Conducted all aspects of operational management

  • Business growth rose significantly while there.

1982-1988 NATIONAL TRUST, 42 EGLINTON AVE., TORONTO, ONTARIO SENIOR BRANCH MANAGER

  • Increased branch standing for deposits from sixteenth in region to third over ten month period

  • Cold sales calls obtained the banking of: three law firms, a large provincial association and other individuals totaling two million dollars

NATIONAL TRUST, TOWNE & COUNTRYE MALL, WILLOWDALE SENIOR BRANCH MANAGER

  • Exceeded all sales objectives of Branch

  • Set Company record for deposit growth in one year

  • Branch sales campaign winnings were double the next highest branch in the company

  • Trust services sales were highest of non-trust Branches and higher than first one third of Branches with Trust Dep'ts.

NATIONAL TRUST, BURLINGTON, ONTARIO BRANCH MANAGER

  • Increased loans portfolio by 148% over three years

  • Increased deposits by 136% over three years.

  • Trust sales were consistently highest in the region 

  • Foregoing was done mostly by cold sales calls.

1980-1982 CANADA PERMANENT TRUST, YORK MILLS AND BAYVIEW TORONTO, ONTARIO SENIOR BRANCH MANAGER

  • Highly praised for sales results, especially in the areas of trust services, loans and mortgages

  • One of company's largest branches with richest clientele - PRESTIGIOUS BRANCH

  • We were number five out of twenty six branches in Branch quality rating system when I left,(Only large branch in top ten)

CANADA PERMANENT TRUST, WESTDALE BRANCH, HAMILTON, BRANCH MANAGER

  • Increased branch rating from last of ten branches in region to first place in thirteen month period.

  • Promoted to prestigious branch in Toronto

1965-1980 FIDELITY MTGE - EQUITABLE TRUST HAMILTON & GUELPH, ONTARIO BRANCH MANAGER

  • Developed cold call sales abilities at this time

  • Successful rescue of failing branch in Guelph

  • Received Company's highest bonus for sales each year from 1975 to 1980

  • Left because company was failing


1956-1965 BANK OF MONTREAL, VARIOUS BRANCHES N.B. & ONT. JUNIOR, TELLER, SECOND OFFICER, ASSISTANT INSPECTOR AND ADMINISTRATIVE MANAGER (ACCOUNTANT) 

  • Recipient of several sales campaign awards

  • Consistently rated in top 5% on merit reviews

EDUCATION:

JAN 1998  Received designation as CERTIFIED FINANCIAL PLANNER (Not Grand fathered - Wrote six hour exam)
AUG 1997 Successful completion of CHARTERED LIFE UNDERWRITER studies. Received designation.
JUN 1996 Successful completion of REGISTERED HEALTH UNDERWRITER studies. Received designation.
1991 Passed licensing exams as a Life and Health Agent 
Passed Qualifying exam instead of first three beginning Life Underwriter courses.
Completed first year credits towards a Certified General Accountant designation.
1990 Passed (92%) First part of Real Estate license
1988  Professional Accreditation - MEMBER TRUST INSTITUTE (FINANCIAL SERVICES) 
1980-1990 Various company sponsored sales, loans, mortgages and management courses
1980  C.R.A. Real Estate Appraisal Institute designation completed except for demonstration appraisal. Not completed due to no longer doing field appraisals.
1966-1975 McMaster University - Six credits towards B.A. (Evening Classes)
1956 High School and Prov Matriculation, New Brunswick

COMMUNITY SERVICES: 

Kiwanis - Held many offices, thirteen years service
Rotary - Chairman of youth student exchange and member of audit committee, two years service
Hamilton Senior Citizens Apts Ltd, Director and Treasurer - six years service
Family Services Agency - Director
United Appeal, Family " Y " - Organizer and canvasser
Homebuilders Association - Board Member and Committee Chairman
Road Show Theatre - Board Member and Treasurer

SPORTS CLUBS MEMBERSHIPS: 

Hamilton Thistle (Held many offices inc. section pres.) Hamilton Tennis, Burlington Tennis, Glendale Golf and Curling, Cutten golf & Country, Doone Valley Racquets, Bridletowne Racquets, Dunfield, Cedar Springs Racquets, Sunshine Racquets, The Sheppard Club, Underwater Explorers of Ont. Laurier Divers, Twin Lake Divers, Orillia, Midland and Penetanguishene tennis clubs.

SPECIAL INTERESTS: 
Squash (Playing, teaching and refereeing), Tennis, racquetball, hunting, reading, chess and scuba diving.

 

 

 

 

 

Herb Myles, CFP, CLU, RHU, & MTI
3-200 Memorial Ave.  Suite 221, Orillia, ON L3V 5X6
www.herbmyles.com
E-mail: herb@herbmyles.com



Copyright © 1998,2000 Herb Myles. All rights reserved.
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