Rodrigo Cruz
Sales Manager
Laval,QC
Summary
Goal-oriented manager with distinguished experience in financial industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Insurance Sales Manager
Specialty Life Insurance
Montreal, QC
2021.10 - Current
- Acted as a team leader in group projects, delegating tasks and providing feedback.
- Passionate about learning and committed to continual improvement.
- Proved successful working within tight deadlines and a fast-paced environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Demonstrated leadership skills in managing projects from concept to completion.
- Worked flexible hours across night, weekend and holiday shifts.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Insurance Advisor
Specialty Life Insurance
Montreal, Quebec
10.2021 - Current
- Evaluate individual customer needs and financial situations to propose individualized policy recommendations.
- Explain to clients the differences betweent term and permanent life insurance.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Advice clients with quotes and pros & cons of products for their financial security.
Qualifier
Specialty Life Insurance
Montreal, Quebec
11.2020 - 10.2021
- Resolved problems, improved operations and provided exceptional service.
- Completed information, recognizing discrepancies and promptly addressing for resolution.
- Worked flexible hours; weekend, and holiday shifts.
- Cold calling clients for their life insurance inquiries.
Regional Director
ACN, INC
Montreal, QC
04.2017 - 07.2019
- Promoted company by giving exciting and dynamic presentations to customers.
- Represented company at various national and global events.
- Oversaw preventive maintenance planning and execution.
- Build and lead a team over 50 representatives.
- Built and managed sales funnel using metrics to forecast achievements and measure goals.
Education
LLQP - Insurance of Persons
Oliver's Learning
Ontario 02.2021 - 08.2021
AEC - Real Estate
College LaSalle
Montreal 04.2019 - 08.2019
AEC - Transportation Logistics
College LaSalle
Montreal, QC 01.2015 - 12.2016
BBA - Finance
McGill University - Desautels School of Management
2015.01 - 2018.05
Skills
Life insurance
Negotiation
Problem-Solving
Microsoft Excel
Microsoft PowerPoint
Risk mitigation
Business planning
Organization and Time Management
Account management
Timeline
Insurance Sales Manager
Specialty Life Insurance
2021.10 - Current
Insurance Advisor
Specialty Life Insurance
10.2021 - Current
LLQP - Insurance of Persons
Oliver's Learning
02.2021 - 08.2021
Qualifier
Specialty Life Insurance
11.2020 - 10.2021
AEC - Real Estate
College LaSalle
04.2019 - 08.2019
Regional Director
ACN, INC
04.2017 - 07.2019
AEC - Transportation Logistics
College LaSalle
01.2015 - 12.2016
BBA - Finance
McGill University - Desautels School of Management
2015.01 - 2018.05