Sabrina Card
Brampton,ON
Summary
Accomplished Life, Health, and Wealth Advisor with a proven track record at RBC Life Insurance Company, adept in insurance planning and fostering client relations. Excelled in managing high-net-worth portfolios and implementing tax-efficient strategies, achieving optimal investment performance. Skilled in account management and building lasting client relationships, significantly enhancing retention rates.
Overview
22
22
years of professional experience
Work History
Life, Health and Wealth Advisor
RBC Life Insurance Company
06.2021 - 08.2023
- Implemented Life insurance contracts and maintained policies such as Term Insurance for short term needs, Whole Life policies participating in Dividends and Universal Life policies with and investment portfolio's suited to the clients needs.
- Maintained a book of business 10,000 plus with RBC's existing clients.
- Managed high-net-worth portfolios for optimal investment performance and risk mitigation.
- Established strong relationships with clients, enhancing trust and long-term retention rates.
- Implemented tax-efficient strategies for clients investment portfolios, minimizing tax liabilities and maximizing after-tax returns.
Senior Group Benefits Consultant
Aon Hewitt
09.2014 - 09.2016
- Implemented group policies for new acquisitions to Canada with our preferred lenders Industrial Alliance and Manulife Bank.
- Maintained strong business relationships to further service our clients.
- Administered daily operations to ensure policies were adhered to and on track for proper and precise implementation.
- Analyzed benefits usage data to identify trends and areas for improvement in plan offerings.
- Enhanced employee satisfaction by developing and implementing comprehensive benefits programs.
- Negotiated favorable contracts with insurance carriers, resulting in cost savings for the organization.
- Monitored industry trends to stay current on best practices in benefits design and administration.
Insurance and Financial Advisor
IDC Worldsource
03.2001 - 08.2014
- Operated as an Independent Insurance and Financial Advisor.
- Worked and implemented contracts such as life insurance, business insurance, segregated funds, pension plans, annuities, estate planing strategies, RRSP's and RESP's
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Senior Investment Advisor
CIBC
02.2008 - 06.2014
- Opened and maintained investment accounts including Mutual Funds invested in stocks, bonds, annuities and pension plans.
- Completed Mortgage application's and sent in for approval. I was also responsible for disbursing those Mortgages through CIBC.
- Identified new business opportunities by networking within the financial community and attending industry events.
- Provided ongoing portfolio monitoring, adjusting investments as needed based on market conditions and client needs.
- Built strong client relationships through consistent communication and follow-up, fostering trust and loyalty.
Education
LLQP - Life, Health And Wealth License
Durham College
Oshawa, ON12.2021
Mutual Fund License - Investment Funds in Canada , CIRO
Durham College
Oshawa, ON01.2012
LLQP - Life, Health And Wealth License
Durham College
Oshawa, ON02.2009
Skills
- Account Management
- Insurance Planning
- Banking
- Client Relations
- Sales and Marketing
- Pipeline Management
- Financial Services
Languages
English
Native or Bilingual
Timeline
Life, Health and Wealth Advisor
RBC Life Insurance Company
06.2021 - 08.2023
Senior Group Benefits Consultant
Aon Hewitt
09.2014 - 09.2016
Senior Investment Advisor
CIBC
02.2008 - 06.2014
Insurance and Financial Advisor
IDC Worldsource
03.2001 - 08.2014
LLQP - Life, Health And Wealth License
Durham College
Mutual Fund License - Investment Funds in Canada , CIRO
Durham College
LLQP - Life, Health And Wealth License
Durham College
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