Hayden Crites
Ontario
Summary
Seasoned Financial Agent with proven background in the financial industry. Experience includes advising clients on investment strategies, creating financial plans, and managing portfolios. Strengths involve strong analytical abilities, superb communication skills, and adeptness at problem-solving. Previous work significantly impacted client financial wellness through effective planning and strategy implementation.
Overview
5
5
years of professional experience
2020
2020
years of post-secondary education
1
1
Certification
Work History
Financial Agent
NIPR
Ontario
01.2022 - Current
- Proven sales experience across telecom, advocacy, and client relationship management.
- Skilled in needs-based selling, account retention, and building long-term client trust.
- Managed high-volume pipelines, driving revenue, onboarding new sales agents, and educating clients on financial protection products.
- Known for resilience, leadership, and consistent performance in competitive sales environments.
- Trained dozens of insurance agents and taught marketing systems generating six figures profit margins
- Managed clientele and expanded the company book of buisness through rebound calls, lead generation and profound sales skills.
- Expert in CRM platforms, speaking, training, motivating, accountability, money management, P&L review, goal setting/goal implication
Account Manager
Imperial
Chino Hills
09.2020 - 01.2022
- Sold, closed and set industry sales records for multiple fortune 500 companies
- Managed client relationships to ensure satisfaction and retention.
- Coordinated project timelines and deliverables with internal teams.
- Developed proposals and presentations for new business opportunities.
- Recruited and trained over 20 new employees
- Managed sales leaders and conducted meeting to track growth, sales quotas, training, strategies and motivation
- Maintained accurate records of client interactions in CRM software.
- Acted as main point of contact in matters relating to client concerns and needs.
- Provided training and guidance to new Account Managers.
Education
High Desert Premier Academy
Apple Valley, CASkills
- Needs-based selling
- CRM expertise
- Revenue generation
- Financial product knowledge
- Account retention
- Client relationship management
- Sales strategy development
- Leadership training
- Effective communication
Certification
- Life Insurance Liscense
- Gaurd Card
- CPR
Timeline
Financial Agent
NIPR
01.2022 - Current
Account Manager
Imperial
09.2020 - 01.2022
High Desert Premier Academy