sarah ballam

sarah ballam

vice president education

About

Financial Education Specialist at Manulife Financial

Country

canada

City

toronto

Industry

financial services

Skill

leadership, team building, powerpoint, calendaring, public speaking, insurance, lotus notes, teaching, event planning, data analysis, software documentation, team leadership, process improvement, microsoft office, microsoft word, microsoft excel, event management, training, critical thinking, editing, time management, customer service, teamwork, project management, coaching, research, analysis

Experience

beaches speeches club #646060 - toastmasters international

vice president membership

beaches speeches club #646060 - toastmasters international

2015-1 - 2015-6 · 6 mos

As VPM, I initiate contact with guests to make them feel welcome and provide them with the information they need to join. I help ensure a constant influx of new people into our club and process new member applications. I also monitor membership levels and strategize with the rest of the executive committee regarding any membership goals.

manulife

education coordinator

manulife

2010-11 - 2012-11 · 2 yrs 1 mo

Effectively and efficiently schedule the services of a national team of Financial Education Specialists. Allocate resources across Canada through coordination with plan sponsors, intermediaries, Client Relationship Managers, and Financial Education Specialists.

manulife

service coordinator

manulife

2009-7 - 2010-11 · 1 yr 5 mos
manulife

senior member administrator

manulife

2007-1 - 2009-7 · 2 yrs 7 mos
manulife

financial education specialist

manulife

2012-11 - Present · 13 yrs 10 mos

Deliver financial education and direct assistance to our corporate customers'​ employees at enrolment and on an on-going basis through group education sessions, webinars, trade shows, and one-on-ones. Plan, prepare, and deliver effective education sessions on a variety of topics including enrolment, benefits of their group plan, retirement planning, investments, reviewing your retirement savings, reading your statement, and demonstrations of the available retirement planning tools. Maintain strong knowledge of group retirement programs and their applicable legislation, government retirement programs, and taxation considerations. Manulife's Group Retirement Solutions (GRS) is a leading provider of group retirement savings plans for businesses across Canada. Our plans include Registered Retirement Savings, Defined Contribution Registered Pension, Deferred Profit Sharing, Tax Free Savings Accounts and Employee Share Ownership programs.

beaches speeches club #646060 - toastmasters international

vice president education

beaches speeches club #646060 - toastmasters international

2015-7 - Present · 11 yrs 2 mos

Education

george brown college continuing education

george brown college continuing education

teaching

2014-1 - 2015-1 · 1 yr 1 mo

This certificate helps develop the essential skills and knowledge required to work effectively with adult learners. The certificate focuses on the practical application of educational methodologies The Canadian Society for Training and Development (CSTD), Canada's leading association of workplace learning professionals, sets the standards for training and development in Canada. The CSTD recognizes that this certificate addresses the categories outlined in the CSTD's Competencies for Training and Development Professionals.

the university of manchester

the university of manchester

art history

2005-1 - 2006-1 · 1 yr 1 mo

Manchester’s Art History and Visual Studies department (AHVS) is at the leading edge of international research in the history and theory of art. A cross-disciplinary subject, the program consisted of courses from a team of art historians, critics and theorists at the leading edge of the discipline. Focusing my studies on modern and contemporary art, with a minor focus in Renaissance Italian art, this twelve-month taught MA program consisted of graduate coursework and an independent, supervised dissertation. The school's Skills Awareness for Graduate Education programme (SAGE) offered a holistic training programme for postgraduate students.

mount allison university

mount allison university

religious studies

2000-1 - 2005-1 · 5 yrs 1 mo

Mount Allison has been ranked Canada’s #1 undergraduate university by Maclean’s magazine more times than any other university. The BA program allows students learn to become problem solvers and innovative thinkers who approach issues with an open mind, think critically, and are ready to turn words into action. Academic excellence and interdisciplinary focus are pillars of the school and a small campus and town allow students to forge close student and community connections.

sarah ballam's Contact Information

Email

******@***.com

Phone

(**) *** ****

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