Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Yoel Simonovits

life insurance adviser
Montreal,QC

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 estate planning and life insurance . Highly motivated Financial Advisor educates clients on life insurance strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented and organized Property Manager effective at managing personnel, property and special projects. Dedicated to interacting with property office and maintenance staff to manage on-site activities. Focused on achieving occupancy goals and working closely with property owners and decision-makers for various needs. Property Manager adept at remaining accessible to residents and board members. Offering excellent organizational and time management skills.

Overview

6
6
years of professional experience
18
18

Real estate managements

Work History

Financial Advisor

Life Insurance Broker
03.2020 - Current
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Facilitated new client onboarding process and investment account setup.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
  • Delivered strategic investment advice for individual and corporate clients.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Helped clients make informed decisions about financial future.
  • Presented financial plans and investment recommendations to clients.
  • Advised clients on investments, retirement and estate planning.
  • Monitored and updated financial plans to comply with client goals.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Recommended specific investments to help clients meet financial goals.
  • Educated clients on financial topics and best practices.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Assisted clients with budgeting and cash flow management.
  • Educated clients on potential risks and rewards associated with various investments.
  • Researched and evaluated potential investment products for clients.
  • Collaborated with clients to develop customized investment portfolios.
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Updated clients on changes in tax laws and other regulations affecting investments.
  • Studied financial documents to identify potential areas needing improvement.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Implemented exit strategies for clients to transition out of investments.
  • Created financial models to analyze and evaluate investment strategies.

Sales Representative

Embark (resp)
07.2017 - Current
  • Managed customer accounts to secure customer satisfaction and repeat business.
  • Trained and mentored new sales representatives.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
  • Used customer insights to develop innovative sales strategies to increase sales.
  • Developed and implemented sales strategies to increase profits.
  • Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
  • Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
  • Negotiated contracts with clients and developed relationships with key personnel.
  • Developed and delivered engaging sales presentations to convey product benefits.
  • Developed and implemented marketing plans to increase brand awareness and drive sales.
  • Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Engaged in friendly conversation with customer to better uncover individual needs.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Built customer loyalty and retention by delivering excellent shopping experiences.


Education

No Degree -

UTA
Ny
06.2016

Skills

  • Client Relations
  • Investment Planning
  • Insurance Decisions
  • Pipeline Management
  • Financial Planning
  • Loans
  • Sales Expertise
  • Insurance Sales
  • Financial Services
  • Financial Advising
  • Process Improvement
  • Investment Advice
  • Budget Compliance
  • Business Development
  • Lead Generation
  • Budgeting advice
  • Long-term care planning
  • Sales and marketing
  • Real estate investment
  • Regulatory compliance
  • Financial goal setting
  • Team leadership
  • Time management
  • Networking abilities
  • Client relationship management
  • Special needs planning
  • Insurance planning
  • Financials Analysis
  • Critical Thinking
  • Microsoft Excel
  • Salesforce
  • Client Interviews
  • Attention to Detail
  • Real Estate Industry Understanding
  • Real Estate Lending Processes
  • Rent Collection
  • Growth Portfolios
  • Tenant Relations
  • Manage Rentals
  • Rent Pricing Optimization
  • Purchase Agreements
  • Tenant and Owner Liaising

Languages

English
Professional Working

Timeline

Financial Advisor

Life Insurance Broker
03.2020 - Current

Sales Representative

Embark (resp)
07.2017 - Current

No Degree -

UTA
Yoel Simonovitslife insurance adviser