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Jordan Sobey, CEBS

Jordan Sobey, CEBS

Sales Representative

Followers of Jordan Sobey, CEBS2000 followers
location of Jordan Sobey, CEBSWinnipeg, Manitoba, Canada

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  • Timeline

  • About me

    Director, Group Underwriting at GroupHEALTH Benefit Solutions

  • Education

    • The University of Winnipeg

      2012 - 2016
      Bachelor of Business Administration (B.B.A.) Economics and Finance

      Activities and Societies: JDC West, BASA, UWIG. 2012-Electoral officer for the UWSA by and general election.2013/2014- Represented the faculty of business and economics at JDC West 2014(national business competition).2014- Director of finance BASA.2014- Recipient of the "Great West Scholarship"​.2014- Co-Founder of University of Winnipeg Investment Group2014- Recipient of the "Wawanesa bursary in finance"​2015- Vice-President of finance BASA.2015- Recipient of the "Great West Scholarship".2015/2016- CFA… Show more 2012-Electoral officer for the UWSA by and general election.2013/2014- Represented the faculty of business and economics at JDC West 2014(national business competition).2014- Director of finance BASA.2014- Recipient of the "Great West Scholarship"​.2014- Co-Founder of University of Winnipeg Investment Group2014- Recipient of the "Wawanesa bursary in finance"​2015- Vice-President of finance BASA.2015- Recipient of the "Great West Scholarship".2015/2016- CFA Institute Research Challenge-Team Captain2015/2016- JDC West Finance Team Member Show less

  • Experience

    • 'The Source' (Bell) Electronics Canada Inc.

      Jul 2009 - Jan 2012
      Sales Representative

      Sales and account management responsibility. Improving all category sales. Branding Virgin Mobile/Bell, private label and capitalizing on market trends. Improving monthly conversion rates. Following corporate regulations and obtaining goals. Combined career sales of just over 1.2 million dollars in two and a half years part time. Consistently finished within top 5 of all Bell tracked categories in Canada.

    • Great-West Life

      May 2014 - Jan 2018

      Premium valuation, risk analysis, & negotiation of in-force and new business for a $200 million dollar portfolio composing of 1100 clients across Canada. Decision making & negotiation authority including new business pricing, renewals, plan design/contract change pricing and amendment handling. Spent various time in 3 separate positions within Field & Advisor Development, Product Development and Marketing Communications. Wide degree of exposure ranging from advisor training, compensation, national account request for proposals/business development support, large group implementation, product research, development, launch, implementation, regional sales planning, marketing production, communication strategy, project management.

      • Group Insurance Underwriter, Mid-Market Accounts

        Jul 2016 - Jan 2018

      • Group Insurance Rotational Program

        May 2014 - Jul 2016

    • GroupStrength Benefits Direct Inc.

      Jan 2018 - Oct 2021

      • Director, Group Underwriting

        Dec 2020 - Oct 2021

      • Manager, New Business Underwriting & Operations

        Jan 2019 - Nov 2020

      • Senior Benefits Analyst & Quote Team Lead

        Jan 2018 - Jan 2019

    • McFadden Benefits, Pension & Wellness

      Oct 2021 - Mar 2022
      Director Of Operations

    • GroupHEALTH Benefit Solutions

      Mar 2022 - now
      Director, Group Underwriting

  • Licenses & Certifications

    • Retirement Plans Associate (RPA)

      International Foundation of Employee Benefit Plans (IFEBP)
      Dec 2018

    • Certified Employee Benefit Specialist (CEBS)

      International Foundation of Employee Benefit Plans (IFEBP)
      Dec 2018

    • Accident & Sickness License

      Insurance Council of Manitoba
      Sept 2022

    • Life Insurance License

      Insurance Council of Manitoba
      Sept 2022

    • Group Benefits Associate (GBA)

      International Foundation of Employee Benefit Plans (IFEBP)
      Feb 2017

  • Honors & Awards

    • Awarded to Jordan Sobey, CEBS
      Great-West Life Scholarship The Great-West Life Assurance Company Sep 2015 Full academic scholarship 2015/2016
    • Awarded to Jordan Sobey, CEBS
      Wawanesa Mutual Insurance Company Bursary in Finance Wawanesa Mutual Insurance Company Nov 2014 One time bursary awarded to a declared major in Economics and Finance.
    • Awarded to Jordan Sobey, CEBS
      Great-West Life Scholarship The Great-West Life Assurance Company Sep 2014 Full academic scholarship 2014/2015.
    • Awarded to Jordan Sobey, CEBS
      Presidents Club 'The Source' (Bell) Electronics Canada Inc. Jul 2010 Highest monthly personal sales in Canada July, August, 2010.

  • Volunteer Experience

    • Member of Board of Directors

      Issued by East Beaches Social Scene on Sept 2021
      East Beaches Social SceneAssociated with Jordan Sobey, CEBS

    • Member of Board of Directors

      Issued by BASA Inc. (University of Winnipeg's Business and Administration Students' Association) on May 2017
      BASA Inc. (University of Winnipeg's Business and Administration Students' Association)Associated with Jordan Sobey, CEBS

    • Vice-President External & Co-Founder

      Issued by University of Winnipeg Investment Group on Sept 2014
      University of Winnipeg Investment GroupAssociated with Jordan Sobey, CEBS

    • Vice-President Finance

      Issued by BASA Inc. (University of Winnipeg's Business and Administration Students' Association) on Apr 2015
      BASA Inc. (University of Winnipeg's Business and Administration Students' Association)Associated with Jordan Sobey, CEBS

    • Finance Team Member

      Issued by JDC West on Sept 2015
      JDC WestAssociated with Jordan Sobey, CEBS

    • Director of Finance

      Issued by BASA Inc. (University of Winnipeg's Business and Administration Students' Association) on May 2014
      BASA Inc. (University of Winnipeg's Business and Administration Students' Association)Associated with Jordan Sobey, CEBS

    • Not-For-Profit Strategy Team Member

      Issued by JDC West on Sept 2013
      JDC WestAssociated with Jordan Sobey, CEBS