Michael Enman
Nepean,ON
Summary
Proven Advisor in Insurance & Investments with a track record of enhancing client portfolios at Sun Life Financial and Barrhaven Financial Services Inc. Specializes in critical analysis and relationship building, achieving a 20% increase in client retention. Expert in strategic issue analysis and analytical problem solving, consistently delivering tailored investment solutions.
Experienced with providing strategic guidance and support to clients. Utilizes analytical skills and effective communication to drive solutions. Track record of fostering strong client relationships and delivering impactful advisory services.
Overview
16
16
years of professional experience
Work History
Advisor, Insurance & Investments
Barrhaven Financial Services Inc.
03.2023 - Current
Prospect, sell & service clients via brokerage.
Life, health & group insurance.
Segregated fund investments.
Legal services subscriptions.
Equisoft needs analysis.
Budgeting analysis.
Generate mortgage leads.
Advisor, Insurance & Investments
Sun Life Financial
03.2021 - 03.2023
Prospect, sell & service clients.
Life, health & group insurance.
Mutual fund investments.
Associate Advisor, Insurance & Investments
Barrhaven Financial Services Inc.
08.2019 - 03.2021
Service & sell clients.
Life, health & group insurance.
Mutual fund investments.
Advisor, Insurance & Investments
Sun Life Financial
09.2008 - 10.2016
Prospect, sell & service clients.
Life, health & group insurance.
Mutual fund investments.
Education
Business Administration-Marketing
Sheridan College-3 Year Diploma
Brampton, ON06-1986
Skills
- Critical Analysis
- Time management
- Analytical Problem Solving
- Written communication
- Relationship building
- Strategic Issue Analysis
- Conflict resolution
- Presentations and public speaking
Languages
English
Full Professional
Affiliations
- Little League Baseball-Umpire
Interests
Standup comedy
Thriller novels
Board games with my daughters
Timeline
Advisor, Insurance & Investments
Barrhaven Financial Services Inc.
03.2023 - Current
Advisor, Insurance & Investments
Sun Life Financial
03.2021 - 03.2023
Associate Advisor, Insurance & Investments
Barrhaven Financial Services Inc.
08.2019 - 03.2021
Advisor, Insurance & Investments
Sun Life Financial
09.2008 - 10.2016
Business Administration-Marketing
Sheridan College-3 Year Diploma
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