Cheryl Munro-Sharpe

Wildcard
DISC Type : sci

Retired - SVP Operations & Customer Service, Individual Customer at Canada Life

Canada

Overview

Cheryl is a recently retired SVP of Operations & Customer Service from Canada Life, concluding a distinguished 37-year career. With deep expertise in wealth management and operations, she is known for her focus on teamwork and smooth execution. Colleagues describe her as a knowledgeable and strong advocate for clients.

Outside of her professional life, Cheryl is dedicated to community involvement. She has been a leadership donor for the United Way and supports youth-focused initiatives like the Start2Finish reading and running program. She values kindness and enjoys celebrating the success and collaboration of her former colleagues.

After an impressive 37-year tenure, Cheryl recently retired from the Canada Life family of companies, where she spent her entire professional career.

Personality Overview

Curious But Skeptical

ROI Driven

Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Operational Excellence
Her career focus was on smooth operational execution, always considering the day-to-day, front-line perspective to ensure effectiveness.
Mentorship & Leadership
After a 37-year career, she credits her first manager for teaching her about trust and teamwork, values she carried throughout her leadership roles.
Youth Development
An active community supporter, she has volunteered for the Start2Finish program and has been a donor to organizations supporting youth grants and activities.

Media Appearances

Cheryl has no verified media appearances

Work History

7-2022
Retired - SVP Operations & Customer Service, Individual Customer at Canada Life
3-2017 - 7-2022
SVP Operations & Customer Service, Individual Customer at Canada Life
12-2010 - 3-2017
SVP Operations, Wealth Management at Great-West Life

Education

1984 - 1987
Education details unavailable from Western University
Education details unavailable from Lucas

More Information

Social Presence :

Prographics :

Exp : 15 Location : Canada Job Level : Leadership Designation : Retired - SVP Operations & Customer Service, Individual Customer at Canada Life
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Insights For Selling To Cheryl

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Help them realize that there is no personal risk in making this decision
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cheryl is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Cheryl

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Cheryl move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Cheryl take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Cheryl

Personality Compatibility


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