Summary
Overview
Work History
Education
Skills
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Timeline
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Jeb Paulsen

Waterloo,Ontario

Summary

Dedicated and goal-oriented professional with strong communication skills and a proven ability to build lasting client relationships. Experienced in adapting and multitasking within business environments to efficiently complete tasks. Eager to leverage academic and professional experience to contribute to clients' financial security and make a positive impact in the community. Seeking to grow as a Financial Advisor at Sun Life Financial while achieving personal and professional development.

Overview

2
2
years of professional experience

Work History

Client Service Representative (Co-op)

Morton Financial Services Inc
Huntsville, Ontario
05.2024 - 09.2024
  • Accurately collected clients' financial data and records through in-coming calls, emails, and interactions
  • Contacted, recorded and processed billed premiums for clientele
  • Prepared key financial documents, leads, and reports for advisor's review
  • Cultivated and enhanced client relationships by welcoming and engaging with both prospective and existing clients.

Client Contact Representative (Co-op)

Jason R Cottell & Associates Inc
Huntsville, Ontario
09.2023 - 12.2023
  • Generated over 60% user registration for the OLS Platform in under four months
  • Reached over 5000 existing clients through strategized cold-calling campaigns in under four months
  • Hands-on experience building prospect databases to target email campaigns, cold calling and lead generation.

Sales Scout (Co-op)

Muskoka Brewery
Bracebridge, Ontario
05.2023 - 09.2023
  • Connected with On-Premises and Licensee sales channels to ensure branding and program execution and increased product knowledge of staff & consumers
  • Identified volatility opportunities in both the Retail and Licensee sales channels to the Territory Manager
  • Collaborated with peers on the execution of various events and sales campaigns to ensure strong branding and excellence in execution to facilitate a unique experience for consumers.

Dockside Sales

Muskoka Brewery
Bracebridge, Ontario
05.2022 - 09.2022
  • Communicated with current and potential clientele through mass marketing emails and cold calls to build the consumer base in the Muskoka Region
  • Ensured the execution of POS & branding, product delivery, conducting draught quality audits, and educating consumers on the brand, products, and services of the company
  • Built collaborative partnerships and relationships with High-Net-Worth clientele by delivering more value than other competitors
  • Contributed to the overall company drive for success and growth through the sharing of competitive insights, marketing opportunities, and customer feedback
  • Provided weekly reports to the CEM and DM on the progress of the program's monthly targets consistently.

Education

Honors Sports Business, Co-op Option -

University of Waterloo
Waterloo, Ontario
12.2025

Other Than Life Insurance License -

Insurance Institute of Canada

Skills

  • Strong interpersonal skills
  • Ability to work in group and independent settings
  • Highly Adept
  • Multitasking
  • CRM Software
  • Policy Management
  • Upselling strategies
  • Building Relationships
  • Needs Assessment
  • Proficiency In Excel, Salesforce, Policy Center, Billing Center

Zoom

paulsenjeb@gmail.com

Timeline

Client Service Representative (Co-op)

Morton Financial Services Inc
05.2024 - 09.2024

Client Contact Representative (Co-op)

Jason R Cottell & Associates Inc
09.2023 - 12.2023

Sales Scout (Co-op)

Muskoka Brewery
05.2023 - 09.2023

Dockside Sales

Muskoka Brewery
05.2022 - 09.2022

Honors Sports Business, Co-op Option -

University of Waterloo

Other Than Life Insurance License -

Insurance Institute of Canada

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Jeb Paulsen