Paul Melki
Brossard,QC
Summary
Aspiring Financial Planner seeking to make a difference in the client and advisor community. Organized, detail-oriented and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Senior Insurance Sales Specialist
Manulife Financial
04.2019 - Current
- Partner with Sales Directors to foster advisor relationships through distribution of Life and Living Benefits products;
- Educate financial advisors with our products and sales strategies;
- Conduct webinars and presentations to advisors, external partners and colleagues internally;
- Casework with advisors;
- Support and mentor newer colleagues in the team;
- Conduct follow-up calls and e-mails;
Insurance Sales Specialist
Manulife Financial
04.2019 - 12.2022
- Partner with Sales Directors to foster advisor relationships through distribution of Life and Living Benefits products;
- Educate financial advisors with our products and sales strategies;
- Conduct webinars and presentations to advisors, external partners and colleagues internally;
- Casework with advisors;
- Conduct follow-up calls and e-mails;
Sales Associate
Sun Life Financial
05.2017 - 03.2019
- Partner with regional sales teams to promote Individual Insurance and Living Benefits products to the advisor community;
- Conduct one-on-one sessions for product or illustration training, case-work and more;
- Conduct webinars and presentations to advisors;
- Prospect and develop new or existing relationships with pro-active phone calls and e-mails.
Financial Services Consultant
Sun Life Financial - Client Solutions Centre
07.2014 - 04.2017
- Retain clients by converting Group Retirement Plans and Group Insurance coverage to an individual plan;
- Provide financial advice for Life and Health protection with the use of Sun Life's financial analysis tools;
- Contribute to the success of Client Solutions by exceeding individual goals and sharing sales ideas and success stories to partners and leaders.
Financial Security Advisor
RBC Insurance
01.2014 - 06.2014
- Promote RBC Travel Insurance products reactively;
- Make follow-up calls with prospective clients;
- Answer any client questions with regards to their existing insurance coverage.
Financial Security Advisor
Sun Life Financial
10.2011 - 11.2013
- Prospect new customers by levegaring social and professional circles in the Montreal area.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on insurance and investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Education
Bachelor's Degree - Management - Management, Finance, Financial Planning
HEC Montréal
Montreal01.2024
Attestation of Collegial Studies - Insurance
Vanier College
Montreal05.2011
High School Diploma -
École Secondaire Antoine-Brossard
Brossard06.2007
Skills
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Acrobat Reader PDF
Salesforce
Seismic
PowerBI Analytics
Microsoft Teams
Concur
SAP
C#
Timeline
Senior Insurance Sales Specialist
Manulife Financial
04.2019 - Current
Insurance Sales Specialist
Manulife Financial
04.2019 - 12.2022
Sales Associate
Sun Life Financial
05.2017 - 03.2019
Financial Services Consultant
Sun Life Financial - Client Solutions Centre
07.2014 - 04.2017
Financial Security Advisor
RBC Insurance
01.2014 - 06.2014
Financial Security Advisor
Sun Life Financial
10.2011 - 11.2013
Bachelor's Degree - Management - Management, Finance, Financial Planning
HEC Montréal
Attestation of Collegial Studies - Insurance
Vanier College
High School Diploma -
École Secondaire Antoine-Brossard
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