Carrie Johnson
Beaumont,Alberta
Summary
Experienced Life License Sales Advisor with a background in financial services, including a pivotal role at Ascendant Financial Inc. Excelled in client retention and compliance, leveraging strong problem-solving and leadership skills. Proven track record in enhancing customer service excellence and proficiency in insurance products. Demonstrates resilience and accuracy, driving significant business success.
Overview
31
31
years of professional experience
Work History
Life License Sales Advisor
Ascendant Financial Inc
Edmonton, Alberta
03.2022 - 07.2024
- I started in March 2022 and completed my LLQP & Alberta Provincial Licensing (Life & A&S) in 14 days.
- I worked in New Business learning all the backend procedures by processing all applications for 2 advisors (avg of 10-15 per week) from all the pre-app steps through to the settling of policies. I am accustomed to working in a fast-paced environment.
- Compliance & accuracy are of great importance.
- Jan 2024, I started training as a Sales Advisor which involved meetings with clients, Inforce, presentations, online videos & continual customer relations.
Sole Proprietor
About U Salon & Education Centre
Nisku, Alberta
10.2000 - 03.2022
- I became a Sole Proprietor in Oct 2000.
- Running my own business, I learned how to work effectively with others as a leader.
- I became well versed in financials, reconciliations, and bookkeeping.
- Being self-employed, I learned resilience, dependability, reliability, compassion and objectivity.
- The most important thing to me was always exercising great customer service.
- Client retention is what makes a business successful.
Merchandise Auditor
Costco Wholesale
Lethbridge, Alberta
11.1993 - 08.2003
- I was in charge of the accuracy of the inventory in the entire warehouse.
- This included daily audits on discrepancies in the inventory.
- I developed superior problem-solving skills.
- My position involved training team members on proper procedures to assist in preventative measures of further errors.
- I left this position to pursue my own business fulltime in 2003.
Education
Business Admin Diploma Majoring in Acctg - Business Administration And Management
Lethbridge College
Lethbridge, AB04-1990
Skills
- Committed
- Friendly demeanor
- Objective
- Dependable
- Resilient
- Accuracy
- Attention to detail
- Teamwork
- Leadership
- Education & Coaching
- Problem Solving
- Work unsupervised
- Proficient in Whole Life/Term Insurance, Critical Illness, & Disability Insurance
- Customer service excellence
- Customer retention
Affiliations
- To say I am an avid golfer would be an understatement. I have enjoyed the game of golf for over 35 years. I have participated in many tournaments because I love to challenge myself and, being under pressure, doesn't deter me. It fuels me.
- As well as a 'number person', I often exercise my creative side by drawing, painting, creative baking designs (cookies and cupcakes). This is what I do to decompress.
- I love, love, love to travel! There is a great big world out there with so much to see. I am not scared to take chances and try new things. If nothing changes, nothing changes.
- I believe in taking time for oneself to refuel is very important. Taking care of yourself and living an active and healthy lifestyle is important and will spill out positively in all other areas of your life.
Timeline
Life License Sales Advisor
Ascendant Financial Inc
03.2022 - 07.2024
Sole Proprietor
About U Salon & Education Centre
10.2000 - 03.2022
Merchandise Auditor
Costco Wholesale
11.1993 - 08.2003
Business Admin Diploma Majoring in Acctg - Business Administration And Management
Lethbridge College
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