Leo Robinson
Mississauga,ON
Summary
Results-oriented Professional who excels at uncovering company needs, finding solutions and handling objections. Excellent problem solving skills and ability to perform well with a team or individually. Self-starting Account Manager with 4 years of experience in the Finance industry. Expert in sales and client relations with proven success streamlining processes for improved account growth. Dedicated to detailed, accurate and quality work.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Specialty Life Insurance
Concord, ON
05.2024 - Current
- Educated clients on the importance of life insurance as part of a comprehensive financial plan.
- Analyzed clients'' financial goals and objectives to recommend appropriate life insurance products that aligned with their needs, maximizing policyholder satisfaction.
- Navigated complex regulations and compliance requirements when selling life insurance policies, minimizing risk for both the company and clients.
Life Insurance Agent
Neilson Financial Services
Toronto, ON
03.2023 - Current
- Boosted policy sales through proactive client outreach and effective marketing strategies.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
- Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
- Consistently exceeded individual sales targets while contributing to overall team success in meeting company goals.
Account Manager
Debt Review
09.2021 - 03.2023
- Secure high-value accounts through consultative selling, make over 100 calls per day and implement effective customer solutions and promote compelling opportunities.
- Develop innovative and creative sales pitches to expand prospect understanding of company.
- Expand the customer base and boost profit within product line.
- Train and mentor new sales representatives.
Subprime Finance Manage
Go Auto White Oak Ford
09.2019 - 05.2021
- Maintained regular contact with clients and persistent follow ups to create sales.
- Submitted credit applications on dealer track to various lenders.
- Performed in depth credit consultations to help subprime clients improve their credit.
- Worked with a large vehicle inventory to deliver vehicles that align with the needs of clients.
Sales Advisor
Concentrix/ General Motors
04.2017 - 07.2019
- Demonstrated features, answered questions and offered solutions.
- Listened to customer details and offered matching solutions to meet a wide range of requirements.
- Used effective data analysis and sales strategies to increase profitability and develop a system or organization for projects.
- Increased sales with the execution of full sales cycle processing from initial lead processing through conversion and closing.
Education
College - Protection Security and Investigation
Durham College
Oshawa, ON09.2012
Skills
- Interpersonal skills
- Extremely quick learner
- Effective at multi-tasking
- Finance management
- Inbound phone call management
- Strategic marketing management
- Customer database management
- Finance tracking
- Loan documentation
- Credit analysis
- Sales Reporting
Certification
Completed Mortgage Agent Remic Course March 8 2019
Timeline
Life Insurance Agent
Specialty Life Insurance
05.2024 - Current
Life Insurance Agent
Neilson Financial Services
03.2023 - Current
Account Manager
Debt Review
09.2021 - 03.2023
Subprime Finance Manage
Go Auto White Oak Ford
09.2019 - 05.2021
Sales Advisor
Concentrix/ General Motors
04.2017 - 07.2019
College - Protection Security and Investigation
Durham College