Andre Turner
Financial Security Advisor
Windsor,ON
Summary
Experienced Financial Security Advisor with expertise in wealth management, retirement planning, and risk mitigation. Skilled at providing tailored financial solutions, including insurance, investment strategies, and estate planning, to help clients achieve long-term financial security. Strong relationship-building abilities and a commitment to delivering clear, actionable advice that aligns with clients' goals.
Overview
2
2
years of professional experience
1
1
Certificate
Work History
Financial Security Advisor
Desjardins Financial Security Independent Network
06.2024 - Current
- Developed comprehensive financial plans for clients, addressing their short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Participated in continuous professional development programs, ensuring up-to-date knowledge of industry best practices.
- Maintained strict confidentiality regarding all client information, adhering to industry regulations and ethical standards.
LIFE INSURANCE AGENT
American Income Life
02.2023 - 06.2024
- Generated leads through strategic networking, referrals, and local events.
- Adhered to ethical sales practices, ensuring transparency and client trust.
- Conducted needs assessments to deliver customized insurance solutions aligned with clients' financial goals.
- Educated clients on life insurance products, including policy features, benefits, and risks.
- Mentored and trained new agents, contributing to team sales target achievement.
PRODUCTION ASSOCIATE
A.P. Plasman
06.2022 - 12.2022
- Trained new personnel on various workstations
- Operated and maintained machinery to meet production standards
- Ensured compliance with work health and safety guidelines.
Education
Business Administration - Finance
Sheridan College Institute of Technology And Advanced Learning
Brampton, ON04.2022
High School Diploma -
St. Roch Catholic Secondary School
Brampton, ON06.2020
Skills
- Financial Planning & Investment Strategies
- Client Relationship Building
- Financial Needs Analysis
- Customer Service
- Communication & Interpersonal Skills
- Leadership & Team Collaboration
- Critical Thinking & Problem Solving
- Time Management & Prioritization
- Strong Organizational Skills
- Adaptability & Flexibility
- Regulatory Compliance & Industry Knowledge
Timeline
Financial Security Advisor
Desjardins Financial Security Independent Network
06.2024 - Current
LIFE INSURANCE AGENT
American Income Life
02.2023 - 06.2024
PRODUCTION ASSOCIATE
A.P. Plasman
06.2022 - 12.2022
Business Administration - Finance
Sheridan College Institute of Technology And Advanced Learning
High School Diploma -
St. Roch Catholic Secondary School
Certification
Licensed Life Insurance Agent, ON, 23216098
References
Available upon request.
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