Experienced Financial Advisor offering 11 years of experience in life insurance, accident and sickness, mutual funds and financial planning. Resourceful, hardworking and passionately dedicated to satisfying customers.
Overview
34
34
years of professional experience
Work History
Car Salesperson
FILCAN CARS - PARK MAZDA
Sherwood Park, AB
01.2022 - 03.2024
Assisted customers in making informed decisions about the cars they were interested in purchasing.
Conducted test drives for prospective buyers.
Prepared sales contracts, collected payments and coordinated vehicle delivery with service department.
Advised customers on financing options and warranties available for their purchase.
Developed relationships with potential buyers through phone calls and emails.
Provided follow-up customer service after a car sale was completed.
Advisor
Sun Life Financial
10303 Jasper Ave #2928, Edmonton, AB
08.2010 - 09.2021
Developed and deepened relationships with new and existing clients to advance progress and improve business.
Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Consulted with clients to assess and meet short- and long-term financial goal.
Assisted clients with planning for and funding retirements using mutual funds and other strategies.
Promoted business to increase customer base and grow revenue.
Store Support Crew
Loblaws Inc
Edmonton, AB
11.2008 - 09.2010
Arranged items in favorable positions and areas of store to attract customers and optimize sales.
Created merchandise displays based on planogram.
Assisted in gathering and moving materials and equipment for assigned displays.
Electrical Sales Representative
AVISUR ENTERPRISES INC
MANILA, PHILIPPINES
01.1990 - 12.2006
Provided technical advice and support to customers on electrical products.
Developed relationships with customers by providing excellent customer service.
Prepared quotes, proposals and presentations for potential clients.
Assessed customer needs to determine appropriate solutions based on their requirements.
Worked closely with vendors and suppliers to secure favorable terms for purchasing materials or equipment.
Conducted regular follow-up calls with customers after purchase of products.
Promoted electrical products with strong upselling and cross-selling abilities.
Installed cables,wire, wire trays, push buttons, pilot lights, ammeter, voltmeter for motor controls such as Full voltage magnetic starters, reduced voltage starters
Assessed, tested and operated variety of industrial electrical components such as motors, relays, circuit breaker, timers, temperature controller, proximity switch, limit switch, Programmable logic controller
Education
Certified Business Systems Analyst ( - Certificate in Material Management (SAP Based )
Retail Sales Supervisor/ Warehouse Supervisor at Canadian Tire Corporation, Ltd.Retail Sales Supervisor/ Warehouse Supervisor at Canadian Tire Corporation, Ltd.