Ryan Greguol
Kitchener,ON
Summary
Highly self-motivated and organized sales professional looking for a position where extensive and diverse sales experience and skills can positively impact sales revenue. Documented track record of establishing and growing sales through establishing strong customer relationships.
Overview
9
9
years of professional experience
Work History
Life & Living Benefits Sales Representative
OTIP
Waterloo, ON
10.2016 - Current
- Health/Life Insurance Sales - detecting potential clients, promoting insurance options, developing protection plans, determining clients' needs and financial situation, and constantly training for the job
- Exceeded monthly sales target for 48 consecutive months.
- Implemented new lead generation program.
Associate Advisor
IZZIO FINANCIAL
Waterloo, ON
01.2015 - 09.2016
- Meet with new and existing clients to define and determine their financial needs and goals
- Executing trades on behalf of clients in a professional and timely matter
- Finding new opportunities within the current block of business
- Cold calling and emailing prospects to determine qualified leads
- Handling complex transactions for incoming investments from other financial institutions
- Tracking all new business to ensure it is executed promptly and correctly
Financial Advisor
LONDON LIFE
Kitchener, ON
08.2013 - 12.2014
- Devise and execute business development strategies to attract and acquire new clients
- Conduct in-depth reviews of clients' financial circumstances and future goals
- Assist clients in making informed decisions
- Communicate complex information to clients to make them aware of their options and help them assess the relative merits of different plans
- Develop investment strategies to meet short and long term financial objectives
- Act as the steward of the client’s assets
- Create, implement, and continually review a plan that includes strategies designed to help clients pursue their long-term goals.
Education
LLQP, IFIC Account management Group benefits -
Ontario Life Insurance Licensed
Business - Administration - Accounting
Conestoga College
2012
Skills
- Flexible and Adaptable
- Self-Motivated
- Written Communication
- Organization and Time Management
- Good Telephone Etiquette
- Excellent Communication
- Analytical and Critical Thinking
Timeline
Life & Living Benefits Sales Representative
OTIP
10.2016 - Current
Associate Advisor
IZZIO FINANCIAL
01.2015 - 09.2016
Financial Advisor
LONDON LIFE
08.2013 - 12.2014
LLQP, IFIC Account management Group benefits -
Ontario Life Insurance Licensed
Business - Administration - Accounting
Conestoga College
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