Nicolas Duncan
Toronto,ON
Summary
Results-driven professional who provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Seeking to leverage expertise in lead generation, client acquisition, and relationship building to drive revenue growth and contribute to the success of a leading recruitment firm.
Overview
2
2
years of professional experience
Work History
Life Insurance Advisor/ Financial Advisor
World Financial Group
01.2023 - Current
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales
- Calculated premiums and established payment methods for sales.
- Generated leads through cold-calling, networking and other outreach methods. Managed over 50 cold-calls per day.
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Increased sales of life insurance products through tactical customer outreach.
Brand Ambassador Team Lead
XMC Marketing
08.2022 - Current
- Approached strangers and interacted in natural conversation with goal of developing brand loyalty.
- Showed understanding of customer's personal style and preferences when offering product advice.
- Demonstrated products to customers to illustrate features, advantages and benefits.
- Worked with team to achieve sales goals for products.
- Communicated product information with confidence and educated consumers about company.
- Increased brand awareness through event marketing, demonstrations, sales, and brand promotion.
Team Lead/ Manager
Joey Restaurants
04.2021 - 03.2023
- Delegated high volumes of work to empower team, build trust, and assist with professional development.
- Evaluated employee performance and coached and trained to improve weak areas.
- Set overall vision and provided team leadership.
- Charged with staffing, performance management and reviews, coaching, mentoring, salary development and budget allocations.
- Measured team performance and reported metrics to leadership team members.
- Streamlined operations to improve process efficiency.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Exceeded monthly sales quota by ($10k-$15k), by adding efficient practices for FOH team.
Education
Bachelor of Arts - Business
York University
Toronto, On06.2022
Skills
- Lead Generation and Client Acquisition
- Relationship Building and Client Management
- Market Research and Competitive Analysis
- Effective Communication and Presentation
- CRM Software
- Negotiation and Closing Deals
- Time Management and Organizational Skills
- Customer Service Skills
- Integrity
- Cold Calling
References
Available upon request.
Timeline
Life Insurance Advisor/ Financial Advisor
World Financial Group
01.2023 - Current
Brand Ambassador Team Lead
XMC Marketing
08.2022 - Current
Team Lead/ Manager
Joey Restaurants
04.2021 - 03.2023
Bachelor of Arts - Business
York University
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