Bany Castellanos
Freelance
Edmonton,AB
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
34
34
years of professional experience
Work History
Broker Manager
Bancasgroup
03.2011 - Current
- Enhanced client satisfaction by providing exceptional customer service and addressing their needs promptly.
- Developed new business relationships by networking with potential clients and offering tailored brokerage solutions.
- Managed a team of brokers, ensuring consistent performance and adhering to company policies and procedures.
- Conducted thorough market research to identify trends and opportunities for clients, leading to higher returns on investments.
- Implemented efficient processes within the brokerage firm, streamlining operations and improving overall efficiency.
- Established strong referral network by cultivating lasting relationships with industry professionals who provided valuable leads.
- Organized educational seminars on various topics related to investing, attracting new clientele while fostering existing relationships.
- Resolved any disputes or issues between brokers and clients professionally, maintaining the reputation of the firm at all times.
- Adapted quickly to changes in market conditions and regulations, allowing the firm to remain competitive in an ever-evolving industry.
- Participated in industry conferences, staying up-to-date on the latest trends and developments to provide informed advice to clients.
- Assisted with the preparation of financial statements and reports for management review, ensuring accuracy and timely submission.
- Complied with established internal controls and policies.
- Utilized financial software to prepare consolidated financial statements.
- Improved overall financial reporting by streamlining control processes and reporting structures.
Broker Sales Representative
Independent Employer
07.2001 - 03.2011
- Expanded customer base through consistent outreach efforts and relationship building with potential clients.
- Streamlined office operations by implementing efficient workflow processes, improving overall productivity.
- Increased sales revenue by identifying prospective customers and presenting compelling product offerings.
- Maintained up-to-date knowledge of market trends, ensuring the provision of accurate investment recommendations to clients.
- Diversified client portfolios by offering a range of suitable investment products, minimizing risk exposure.
- Conducted thorough research on potential investments, enabling informed decision-making for clients'' benefit.
- Developed comprehensive client profiles to better understand their financial goals and provide targeted support accordingly.
- Educated clients on various investment options, empowering them to make well-informed decisions about their finances.
- Leveraged strong communication skills to build trust with clients and maintain high levels of retention over time.
- Assisted in training new hires on brokerage policies and procedures, contributing to a skilled workforce within the organization.
- Provided exceptional customer service by promptly addressing inquiries or concerns from both existing and potential clients.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Networked to identify potential new clients and expand geographic territories.
Insurance Agent
Wawanesa Life
03.1997 - 07.2001
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Obtained underwriting approval by completing application for coverage.
- Utilized CRM software to manage client relationships.
Salesperson
CPL Systems
06.1995 - 02.1997
- Boosted sales by consistently engaging with customers and addressing their needs effectively.
- Developed relationships with clients for increased loyalty and repeat business.
- Expanded customer base through targeted prospecting and networking efforts.
- Implemented effective sales strategies to maximize revenue generation.
- Enhanced product knowledge by attending training sessions and staying current with industry trends.
- Utilized CRM software to manage contacts, track progress, and analyze performance metrics.
- Organized promotional events that showcased products while driving brand awareness and generating leads.
- Set yearly quotas for individual account executives, implementing attainable benchmarks that motivated the entire team.
- Worked to build relationships with customers and built potential for additional sales.
- Engaged customers in social conversations to create pleasant and easy shopping experience.
- Increased sales and customer satisfaction through personalized servicing.
Insurance Agent
Foresters Financial
07.1992 - 05.1995
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Draftsman
Morgan Stanley
03.1990 - 06.1992
- Improved drafting efficiency by implementing advanced CAD software and techniques.
- Collaborated with engineers and architects for accurate design development and project execution.
- Enhanced project accuracy by performing thorough quality control checks on all drafts before submission.
- Streamlined the drafting process, utilizing standard templates and guidelines for consistent results across projects.
Education
Associate of Arts - Insurance Management
Foresters Financial University
La Jolla, CA03.1994
Skills
- Negotiation Expertise
- Relationship Management
- Client Acquisition
- Portfolio Management
- Interpersonal skills
- Performance monitoring
- Effective communication
- Organizational skills
- Time management
- Problem solving
- Sales forecasting
- Attention to detail
- Customer service
- Industry knowledge
- Risk assessment
- Goal setting
- Adaptability
- Willing to Learn
- Employee Training Oversight
- Relationship Building
- Sales Support
Languages
English
Full Professional
Spanish
Native or Bilingual
Portuguese
Limited Working
Italian
Limited Working
Timeline
Broker Manager
Bancasgroup
03.2011 - Current
Broker Sales Representative
Independent Employer
07.2001 - 03.2011
Insurance Agent
Wawanesa Life
03.1997 - 07.2001
Salesperson
CPL Systems
06.1995 - 02.1997
Insurance Agent
Foresters Financial
07.1992 - 05.1995
Draftsman
Morgan Stanley
03.1990 - 06.1992
Associate of Arts - Insurance Management
Foresters Financial University
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