DAVID ALOYSIUS
Calgary,Alberta
Summary
A Client-centered Financial Advisor with 6+ years of combined customer service experience in sales and effective communication. Passionate about helping people achieve their financial goals by building strong relationships and providing timely, well researched advice.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Greatway Financial Inc.
10.2019 - 02.2022
- Generated own leads and sold over $10k in the first 3-5 months of business. Doubled that figure the following year
- Utilizing knowledge of historic charts, acquired and retained 30+ clients during the recent economic downturn.
- Conducted 80% of total business completely online.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Cross-sold insurance products to existing clients to best set them up for their goals
Security
Blueprint Events
07.2023 - Current
- Deescalated situations involving intoxicated patrons without the use of violence on a weekly basis
- Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
- employed exceptional observational skills to patrons body language and the surrounding area to ensure safety was maintained
Truck Driver/ Warehouse
Magnacharge Batteries
03.2019 - 03.2020
- Clearly communicated with dispatchers to give updated information on estimated times of arrival and latest road conditions.
- Went above and beyond in customer service and relations gaining referrals and continued business.
- Coordinated efficient routes for optimal delivery scheduling and maximum daily performance.
Call Center Representative
SAIT
01.2018 - 04.2019
- Cold-called SAIT Alumni to build rapport and procure donations for school scholarships and initiatives
- Achieved highest donations from cold calls for 2 semesters
- Processed debit and credit card and electronic check payments.
Education
High School Diploma -
SATC
Kuala Lumpur Malaysia11.2015
Skills
- 6 years experience in retail customer service
- Fluent in spoken and written English
- 2 years experience in finance/ insurance industry
- Proficient in computer literacy
Certification
- First Aid & CPR/AED level C, 01/14/26
- WHMIS 2015, 02/01/26
- CSTS 2020, 01/06/26
- Protection Equipment Working in Confined Spaces, 01/07/26
- H2S Safety Training, 01/04/26
- Ground Disturbance and Excavations, 01/09/26
- ProServe Liquor, 04/25/28
- ProTect Security A Good Call, Bingo Staff Training, 05/02/28
- Reel facts, VLT Staff Training, 06/02/28
- Deal us in Casino Staff Training, 06/02/28
- Phase 1 & 2 Certificate, 06/02/28
Languages
English
Native or Bilingual
Timeline
Security
Blueprint Events
07.2023 - Current
Insurance Advisor
Greatway Financial Inc.
10.2019 - 02.2022
Truck Driver/ Warehouse
Magnacharge Batteries
03.2019 - 03.2020
Call Center Representative
SAIT
01.2018 - 04.2019
High School Diploma -
SATC
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