Sun Life FinancialAdvisor
Oct. 2007 - Oct. 2009Toronto, Canada AreaConsulted with individuals and small businesses on insurance needs by assessing current and future risks. Recommended and enrolled customers in personalized insurance solutions. Developed and serviced own customer base. Solely responsible for establishing budget, business plan, administration, booking appointments and closing sales. Made 250-450 cold and warm calls per week, booking 4-6 appointments and closing 6-8 sales on average per month. Prospected heavily for centres of influence and referral sources allowing more face time with prospects and clients.--Runner-up Rookie of the Year 2008.