Sunlife FinancialFinancial Advisor
Apr. 2015 - Oct. 2015- Worked in the financial institution every day, calling clients, setting up meetings and managing my block of business.
- Attended various conferences and training days, learning about various financial products ranging from insurance products to corporate investment strategies.
- Provided insurance to over 100 clients and serviced many other clients needs such as: annual strategy meetings and delivering insurance claims.
- Worked very well with my fellow colleges and built a great working rapport through various fund-raising activities, charitable events and business trips.