JULIE HENDRICKSON
Hamilton,Bermuda
Summary
Highly resourceful, efficient, and results-driven financial services leader with extensive experience in Relationship Management and Business Development. Recognized for cultivating and maintaining long-term client relationships, delivering exceptional service, and ensuring client satisfaction. Adept at developing strategies to enhance client engagement, resolve business challenges, and drive value for stakeholders. Seeking a Relationship Management or related role where I can apply my expertise to drive business objectives and cultivate meaningful connections.
Overview
23
23
years of professional experience
Work History
Business Development Manager, Employee Benefits
BF&M Limited
Hamilton, Bermuda
01.2024 - 01.2025
- Directed business development initiatives for Health, Life, and Pensions employee benefit programs across Bermuda.
- Secured new business through proactive sales initiatives, cross-selling strategies, and strong relationship-building with third-party vendors and internal teams
- Presented tailored employee benefit solutions to prospective employers, emphasizing the value of BF&M's offerings
- Delivered high-quality client RFP submissions to retain existing clients and secure new business
- Streamlined the onboarding processes for Group clients, ensuring seamless transitions through collaboration with internal teams
- Maintained full compliance with AML and FATCA regulations
- Enhanced efficiency in RFP submissions and onboarding workflows, reducing client acquisition times and improving client satisfaction
- Developed innovative client contact and sales strategies to nurture long-term relationships and secure new business
Client Services Specialist
CG Coralisle Group
Hamilton, Bermuda
01.2015 - 01.2024
- Advised employers, members, and colleagues on investment selection, retirement options, pension legislation, and overall retirement readiness
- Developed and led client education initiatives, including retirement readiness presentations for members and employers
- Assisted in the preparation and review of client service policies and procedures
- Organized and facilitated member events, including coordinating Fund Manager seminars and Client Appreciation events to enhance engagement and client relationships
- Consistently exceeded revenue targets
Account Executive, Pensions & Retirement Specialist
BF&M Life Limited
Hamilton, Bermuda
01.2012 - 01.2015
- Oversaw the largest client portfolio, driving growth through targeted business development and retention strategies, including direct consultations with Plan Sponsors and members
- Designed and led a Pension Training Program for new Sales Agents, which was later adopted for Continuing Education
- Conducted group and individual plan reviews discussing market trends and retirement readiness and presented pension proposals
- Served as a key liaison between Pension Sales and Administration teams
- Member of the Pension Marketing and Wellness Committees
- Developed and facilitated a Pension Training Program for new Sales Agents, later adopted for Continuing Education
Relationship Manager, Business Banking
Capital G Bank Limited
Hamilton, Bermuda
01.2011 - 01.2012
- Drove portfolio growth by developing relationships with existing customers
- Analyzed client needs and cross-sold various financial products and services
- Provided client relationship management to understand businesses objectives and challenges
Assistant Vice President
Butterfield Bank
Hamilton, Bermuda
01.2008 - 01.2011
- Managed a team of lenders to achieve revenue goals while maintaining customer service and due diligence standards
- Adjudicated credit applications for personal loans, credit cards, and overdraft protection facilities
- Consistently achieved or exceeded targets
Senior Wealth Manager
Argus Financial Limited
Hamilton, Bermuda
01.2006 - 01.2008
- Developed and implemented comprehensive wealth management strategies tailored to high-net-worth clients
- Cultivated strong client relationships, providing proactive communication and addressing client concerns promptly
- Partnered with leadership to develop and implement firm-wide growth strategies
- Secured $100MM in new assets within 24 months
Assistant Vice President, Premier Banking
HSBC Bermuda
Hamilton, Bermuda
01.2002 - 08.2006
- Drove new business development, including all new non-resident business for Community Banking.
- Developed cold-call and service-call programs in order to identify growth opportunities.
Education
Master of Business Administration (MBA) - Sales & Business Development
University of North Alabama
12.2025
Bachelor of Science - Business Administration
Boston University
Boston, MAFinancial Services Courses -
The Life Office Management Association (LOMA)
Skills
- Client Relationship Management
- Strategic Business Development
- Sales Growth Strategy
- Effective Presentation Skills
- Prospective Client Outreach
- Market Expansion Strategies
Affiliations
Center Against Abuse - Board Member, Fundraising Committee
Publications
The Bermuda Islander Fundamental Financial Planning Primer, Editor
Designations and certifications
- Associate Annuity Products and Administration - AAPA
- Qualified Financial Advisor - QFA
- STEP - Certificate in International Trust Management
- Previously held Bermuda Life Insurance License
- Previously held NASD Series 6 and 63 Licenses, as well as a New York State Life Insurance
Timeline
Business Development Manager, Employee Benefits
BF&M Limited
01.2024 - 01.2025
Client Services Specialist
CG Coralisle Group
01.2015 - 01.2024
Account Executive, Pensions & Retirement Specialist
BF&M Life Limited
01.2012 - 01.2015
Relationship Manager, Business Banking
Capital G Bank Limited
01.2011 - 01.2012
Assistant Vice President
Butterfield Bank
01.2008 - 01.2011
Senior Wealth Manager
Argus Financial Limited
01.2006 - 01.2008
Assistant Vice President, Premier Banking
HSBC Bermuda
01.2002 - 08.2006
Master of Business Administration (MBA) - Sales & Business Development
University of North Alabama
Bachelor of Science - Business Administration
Boston University
Financial Services Courses -
The Life Office Management Association (LOMA)
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