Patrick Morris
Halifax,NS
Summary
Insurance Advisor with 3 years of experience in personal lines sales. Detailed when engaging customers to understand and uncover needs, provide options, and tailor personalized advice. Possesses an extensive knowledge of regulatory rules as well as internal underwriting policies. Has a documented history of exceeding sales targets, while also implementing a needs based advice approach to ensure a positive brand association.
Overview
7
7
years of professional experience
Work History
Senior Insurance Advisor
TD Insurance
Halifax, NS
10.2022 - Current
- Part of first TD Insurance outbound campaign, increasing company revenues by over $400,000 through new business and additional endorsement campaigns.
- Directly mentored and developed outbound capabilities for advisors joining the campaign. This was completed through weekly call audits, 1 on 1 coaching, & group training sessions.
Capabilities Coach & Team/Change Champion
TD Insurance
Halifax, NS
12.2021 - Current
- Facilitated new hire training to over 120 advisors, including being directly responsible for the coaching of multiple award winners at new hire graduation, & two new hire class valedictorians.
- As on-boarding change champion I assisted the rollout for new software in which all TD Insurance policies are located. This role entailed ensuring all coaches were made aware of relevant information regarding the updates, tracking participation rates for the initial training, and ensuring the completion of surveys to test information retention from the training modules. Throughout this process we were able to achieve a 96% completion rate for the 127 capability coaches I was directly responsible for.
Insurance Advisor
TD Insurance
Halifax, NS
01.2020 - Current
- Consistently obtains compliance scores of 100% protecting myself and the business from errors & omissions claims.
- Increased customer evaluation score by as much as 30% during the summer of 2021.
- Consistently reached customer evaluation score targets during 2020-2021. This was despite having to overcome concerns regarding wait times exceeding 3+ hours during peak season.
- Received an internal rating of “Quality High” denoting exceptional performance (top 20%) for fiscal 2022.
- Acted as sales champion for my team during 2022, running contests and sales oriented training huddles, leading to a 25% increase in new business sales during Q2.
- Currently licensed in 10 provinces/territories.
Sales Consultant
La-Z-Boy Home Furnishings Halifax
Halifax, NS
01.2019 - 12.2019
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Conducted on-site product demonstrations to highlight features, answer customer questions and redirect concerns toward positive aspects.
- Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
- Drove team revenue totals by bringing in over $230,000 in sales.
Bartender
Mckelvies Restaurant Halifax
Halifax, NS
05.2017 - 10.2018
- Maximized customer satisfaction and beverage sales through excellent customer service, expedient drink making, cost effective bar inventory management, and a focus on bar cleanliness.
Education
Bachelor of Business Administration - Entrepreneurship and Innovation
Acadia University
Wolfville, NS05.2018
Insurance Institute of Canada
Skills
- Insurance Sales Strategy
- Time Management
- Client Prospecting
- Verbal and Written Communication
- Policy Feature Explanations
- Team Training and Development
- Client Retention
- Upselling and Cross-Selling
- Consultative Sales Approach
Hobbies
- Watching and participating in a variety of team and individual sports.
- Chess
- Videography/Photography
- Video Editing
- Finding market arbitrage through buying and selling items online.
- Day trips around Nova Scotia with my partner, Kristyn and our puppy, Millie.
Timeline
Senior Insurance Advisor
TD Insurance
10.2022 - Current
Capabilities Coach & Team/Change Champion
TD Insurance
12.2021 - Current
Insurance Advisor
TD Insurance
01.2020 - Current
Sales Consultant
La-Z-Boy Home Furnishings Halifax
01.2019 - 12.2019
Bartender
Mckelvies Restaurant Halifax
05.2017 - 10.2018
Bachelor of Business Administration - Entrepreneurship and Innovation
Acadia University
Insurance Institute of Canada
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