Bryan Quinagon

• Provided Home & Auto Insurance planning and advice to the personal market in provinces of AB, BC, NB, NS, ON, PEI & SK.
• Assisted Business Development and Sales Enablement through collaborations with Managers and Coaches.
• Conducted final transition with Advice Enablement Coach.
• Created personal procedure documents, job aids and process flow for team resource.

Achievements:

• Q1 2024 RBC Performance Recipient
• Experience as In-Charge Team Leader in TL’s Absence
• Fully Met Advisor Mandate for Fiscal Year 2022 and 2023, Exceeded in Sales & Referrals
• Total Premium Collected in 2023: $287,447
  70 Qualified Referrals sent to Life & Living Benefits in 2023 and 2024

• 2019 Toronto Raptors private fundraising event
• TEDx Toronto 2019 Conference
• Acted as a team leader, brand ambassador, server, bartender, staff for staffing different projects, events and occasions.
• Carried out programs, set up and tear down events and dressed the part.

• Processed bills, invoices and business records using QuickBooks software.
• Proactively guided clients to services in Taxation, Assurance, Accounting and Consulting.
• Assisted Managers and Accountants in projects.
• Responsible for emails and other administrative matters.