Connor Jack
Calgary,Canada
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning, and life insurance policies.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Mutual Fund Investment Specialist
Co-operators Financial Investment Services Inc.
08.2023 - Current
- Managed $8M of existing assets, and grew book by $1.5M of assets in 2024.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Prospecting our existing book of P&C Insurance clients to begin the financial planning process.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on different account types and capabilities.
Insurance/Financial Advisor - Office Manager
South Trail Insurance - The Co-operators
12.2020 - Current
- Finished in the top percentile within our region for Life Insurance Sales.
- Finished within top 10% of region in Wealth new deposits.
- Doubled Life Insurance annual premium sales.
- Primarily focus on Life Insurance, Wealth, and Estate Planning
- Explained advantages, features, and disadvantages of various Life Insurance policies to promote sale of plans.
- Maintained high standards of customer service by building relationships with clients.
- Handled administrative management duties including vacation scheduling, client escalations, and sales goal-setting for the P&C Insurance staff.
Account Manager - Client Care
Sharp Insurance
08.2019 - 12.2020
- Began on the Client Care team, servicing existing policies and was promoted to an Account Manager within 3 months.
- Provided insurance quotes, prompt service and exceptional customer service to our new business clients.
- Ensured consistent communication and follow up with clients.
- Identified sales opportunities to cross-sell and up-sell products.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Built strong relationships and liaise with various insurance companies.
International Travel Consultant/Assistant Manager
Flight Centre Travel Group Canada
02.2018 - 08.2019
- Specialized in leisure travel, I helped in assessing and managing the needs of my customer's inquiry as well as maintaining a working relationship with all of my clientele through social outreach and following-up.
- I use Sabre Travel Network from GDS, I assist in booking, planning, and ensuring that all travel needs of my customer are met; from the dreaming stage all the way to the post-travel sharing.
- Create and plan complex itineraries for worldwide destinations.
- Sell business, leisure, and luxury travel to clients, helping them to reach the destinations they want to experience as well as some they hadn't thought of.
- Maintain a book of repeat clients as well as taking new enquiry.
- Balance multiple statement ledgers as well as help with month-end accounting, in calculations our shop's profit margin.
- As Assistant Manager of our location, I helped create the weekly schedule based around a 7-day work week, and managed paid time off requests.
Education
High School Diploma -
Dr. EP Scarlett
Calgary, Canada06-2014
Skills
- Financial Planning
- Wealth management
- Tech-Savvy
- Quick Learner
- Business development
- Retirement planning
- Tax planning
- Referral management
- Insurance sales strategy
- Asset protection
- Client retention
Certification
- Canadian Investment Funds Course - June 2023
- Harmonized LLQP - April 2021
- General Insurance License - July 2019
Current Position
Associate Insurance/Financial Advisor & Mutual Fund Investment Specialist at South Trail Insurance - Co-operators
Timeline
Mutual Fund Investment Specialist
Co-operators Financial Investment Services Inc.
08.2023 - Current
Insurance/Financial Advisor - Office Manager
South Trail Insurance - The Co-operators
12.2020 - Current
Account Manager - Client Care
Sharp Insurance
08.2019 - 12.2020
International Travel Consultant/Assistant Manager
Flight Centre Travel Group Canada
02.2018 - 08.2019
High School Diploma -
Dr. EP Scarlett
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