Paul Henderson
Brampton,ON
Summary
Dynamic Life Insurance Agent with Primerica, skilled in insurance policy sales and client account management. Successfully developed comprehensive financial plans, enhancing client security and compliance awareness. Proven ability to build strong relationships and train new agents, ensuring adherence to industry standards and regulations. Committed to delivering exceptional client service and informed financial solutions. A strong knowledge of FISRA and company's compliance policies and procedures.
Overview
6
6
years of professional experience
Work History
Life Insurance Agent
Primerica
05.2019 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Reviewed documents, files, transcripts, and other records to assess compliance and potential risk.
- Strengthened company-wide awareness of relevant laws, regulations, and industry standards through targeted trainings, presentations, and ongoing communication efforts.
Education
MUTUAL FUND - INVESTMENT
IFSE
02-2020
LIFE INSURANCE LICENSE - LIFE INSURANCE LICENSE
FISRA
Toronto 09-2019
BUSINESS ASSOCIATE DEGREE - Business Management
ST MARY HIGH SCHOOL
JAMAICA09-2013
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- New agent training
- Compliance procedures
- Compliance reporting
- Compliance training
- compliance of CAFC" Canadian Anti Fraud Centre
- Microsoft word,Excel friendly
Languages
English
Timeline
Life Insurance Agent
Primerica
05.2019 - Current
MUTUAL FUND - INVESTMENT
IFSE
LIFE INSURANCE LICENSE - LIFE INSURANCE LICENSE
FISRA
BUSINESS ASSOCIATE DEGREE - Business Management
ST MARY HIGH SCHOOL
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