Liya Tewelde
Financial Planner
Toronto,ON
Summary
Confident Financial Advisor possessing work ethic and excellent business sense with over 15 years of background in customizing insurance & investment plans. Client-centred and dedicated to customizing programs to suit individual client needs.
Overview
17
17
years of professional experience
Work History
Insurance Advisor
Ewave Financial Servicese
02.2020 - Current
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
Investment Advisor
EWave Financial Services
02.2020 - Current
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Met with clients to generate new business and negotiate contracts.
- Gathered data and built financial models around key metrics.
- Contacted potential clients to pursue sales and gather funds.
Senior Marketing Director
World Financial Group
05.2008 - 02.2020
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Created innovative strategies to drive customer engagement.
- Coordinated with creative team to generate dynamic marketing content and communication tools for promotional campaigns.
- Devised marketing plans using digital strategies, print advertising and word of mouth tactics.
Education
CFP - Certified Financial Planner
FP Canada
Toronto, ON12.2022
CHS - Certified Health Specialist
Advocis The Institute For Advanced Financial Educa
Toronto, ON08.2021
CLU - Chartered Life Underwiter
Advocis The Institute For Advanced Financial Educa
Toronto, ON08.2021
Bachelor Of Science - Nursing
York University
Toronto, ON06.2010
HLLQP - Financial Services And Insurance
Oliver’s Learning
Toronto, ON04.2009
MF - Mutual Fund
Oliver’s Learning
Toronto, ON05.2008
Skills
- Persuasive Negotiations
- Persuasive Selling
- Policyholder Communication
- Underwriter Collaboration
- Financial Needs Assessment
- Marketing Strategy Development
- Agent Support
Timeline
Insurance Advisor
Ewave Financial Servicese
02.2020 - Current
Investment Advisor
EWave Financial Services
02.2020 - Current
Senior Marketing Director
World Financial Group
05.2008 - 02.2020
CFP - Certified Financial Planner
FP Canada
CHS - Certified Health Specialist
Advocis The Institute For Advanced Financial Educa
CLU - Chartered Life Underwiter
Advocis The Institute For Advanced Financial Educa
Bachelor Of Science - Nursing
York University
HLLQP - Financial Services And Insurance
Oliver’s Learning
MF - Mutual Fund
Oliver’s Learning
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