Lisa M. Grisdale

Lisa M. Grisdale has a diverse work experience in the fields of sales and financial services. Lisa M. currently works at Giatec | Smart Construction Solutions, starting as an Account Executive in November 2021 and later transitioning to the role of Enterprise Account Executive in August 2022. In this position, Lisa drives and closes business opportunities by selling products to accounts of all sizes within a designated territory. Lisa M. also maintains a healthy pipeline through prospecting, up-selling, and cross-selling activities, as well as negotiates conditions and contractual deals with large projects consisting of multiple stakeholders.

Prior to their current role, Lisa worked at NFP from March 2019 to March 2021 as an Account Executive, Group Benefits. Lisa M. worked autonomously and collaborated with brokers, account managers, and admin positions to service, build, and maintain a block of business through servicing, new sales, and renewals. Lisa provided guidance and expertise to new and existing clients, ensuring effective benefit plan design and performance, as well as financial stability. Lisa M. also fostered existing client relationships to identify cross-selling opportunities and promote organic growth.

Before joining NFP, Lisa worked at The Co-operators from October 2011 to March 2019 as an Associate Financial Advisor. In this role, they supported the development and success of the agency's operation through sales and profitable growth. Lisa was responsible for servicing and supporting clients while following compliance rules and regulations. Lisa M. took a consultative approach to determine clients' needs and provided effective solutions in personal and business markets.

Starting their career in the insurance industry, Lisa worked at Allstate Insurance from May 2010 to September 2011 as a Business Development Agent. Lisa M.'sresponsibilities included researching organizations and individuals to find new opportunities, fostering and maintaining center of influence relationships for referral source activity, and capitalizing on leads generated by the system.

Prior to Allstate Insurance, Lisa worked at Freedom 55 Financial from March 2006 to May 2010 as a Financial Security Advisor. In this position, they identified and built relationships with prospective clients, provided a holistic approach to determine clients' needs, and designed financial strategies and made recommendations on products to help individuals and clients reach their financial goals sooner.

Lisa M. Grisdale obtained a Diploma in Small Business Management from Algonquin College of Applied Arts and Technology between the years 2000 and 2002. In addition to their diploma, they also hold several certifications including a General Insurance License from FSCO and certifications from the Registered Insurance Brokers of Ontario. The specific months and years they obtained these certifications are not provided.