Collins Acheampong
Welland
Summary
I am a motivated financial services professional with a friendly and adaptable approach, bringing strong expertise in wealth management, estate planning, and insurance planning. I am seeking an entry-level position at a reputable financial institution to gain experience and access career development opportunities, aiming to transition into wealth management within five years of hire.
Overview
7
7
years of professional experience
Work History
Independent Financial Advisor
Self Employed Services
01.2022 - 12.2024
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Facilitated financial literacy workshops, empowering clients with knowledge to make informed decisions.
- Collaborated with legal and tax professionals to offer comprehensive financial planning services.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Monitored and updated financial plans to comply with client goals.
- Studied financial documents to identify potential areas needing improvement.
- Assisted clients with budgeting and cash flow management.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Insurance Broker
Serenia Life
01.2020 - 03.2022
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Calculated quotes and educated potential clients on insurance options.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Operations Coordinator
Caring Heart Nursing Services
03.2018 - 09.2020
- Oversaw day-to-day operations of the company.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Assisted in recruiting, hiring and training of employees.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Negotiated contracts with vendors, securing competitive pricing for services.
- Developed strong relationships with employees, maintaining open lines of communication to promote loyalty and retention.
Education
No Degree - Financial Services
IFSE
Toronto, ON03.2018
No Degree - Financial Services And Insurance
Durham College
Oshawa, ON09.2017
Bachelor of Health Sciences - Nursing
Humber College
Toronto, ON05.2016
Some College (No Degree) - Business Administration
Centennial College of Applied Arts And Technology
Scarborough, ONSkills
- Excellent Communication
- Organization and Time Management
- Analytical and Critical Thinking
- Teamwork and Collaboration
- Customer Service
- Flexible and Adaptable
- Multitasking Abilities
- Microsoft office suite
- Teamwork capabilities
- Leadership Qualities
- Client Relationship Building
- Goal-oriented mindset
Languages
English
Full Professional
Volunteering
Rotary club of Fonthill (District 7090): Club member (May 2023- present) | Club President (July 2024- present)
- leads club and chair the board to engage with service clubs to promote integrity and advance world understanding, goodwill, and peace in the community and around the world.
Impactus: local network leader (Nov 2020 - present)
- liaising with local church leaders to equip men for a life of purpose and godly impact.
Additional Information
Committed to change, and causes that leads to transformation in peoples lives.
Timeline
Independent Financial Advisor
Self Employed Services
01.2022 - 12.2024
Insurance Broker
Serenia Life
01.2020 - 03.2022
Operations Coordinator
Caring Heart Nursing Services
03.2018 - 09.2020
No Degree - Financial Services
IFSE
No Degree - Financial Services And Insurance
Durham College
Bachelor of Health Sciences - Nursing
Humber College
Some College (No Degree) - Business Administration
Centennial College of Applied Arts And Technology
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