Sandro Clemente
Montreal,QC
Summary
Dynamic Financial Security Advisor with a proven track record at Canada Life, excelling in client relations and insurance sales. Adept at problem-solving and decision-making, I successfully enhanced client satisfaction and identified new business opportunities, ensuring tailored financial strategies that align with individual goals. Committed to delivering exceptional service and fostering trust.
Overview
55
55
years of professional experience
Work History
Financial Security Advisor
Canada Life
05.2007 - Current
- Conducted regular reviews of clients'' portfolios to ensure alignment with changing circumstances or objectives.
- Enhanced client satisfaction by providing personalized financial security advice and solutions.
- Identified new business opportunities through proactive networking efforts within the local community.
- Provided ongoing support and assistance to clients throughout the implementation of their financial plans.
- Maintained strict confidentiality regarding all client information, adhering to industry regulations and ethical standards.
- Successfully resolved complex client concerns, fostering trust in advisor expertise and commitment to exceptional service delivery.
- Participated in continuous professional development programs, ensuring up-to-date knowledge of industry best practices.
- Educated clients on various insurance options, ensuring adequate coverage based on individual needs.
- Collaborated with other professionals such as accountants and attorneys to provide holistic financial advice.
- Assisted clients in understanding investment products, enabling informed decision-making processes.
- Educated clients on financial topics and best practices.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Mortgage Specialist
Banque Laurentienne Du Canada
01.2006 - 04.2007
- Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
- Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.
- Assisted clients in navigating complex mortgage documentation, ensuring a smooth application experience from start to finish.
- Attracted new mortgage loan applications by developing relationships within community.
- Remained updated with latest information related to mortgage products and services being offered.
- Achieved success in closing challenging loan scenarios through creative problem-solving and persistence.
- Targeted services to senior population by specializing in reverse mortgages loans.
- Explained different types of loans pertaining to client situations.
President
Premium Solutions Inc.
01.2000 - 12.2005
- Started a distribution company specializing in the development and distribution of liquor control inventory software catering to the hospitality industry.
- Developed business partnerships to sell our products at the distribution and retail levels.
- Concentrated on developing corporate accounts.
- Developed markets in Canada, the United States, Mexico, and South America.
- Organized and attended industry trade shows.
- Worked closely with R&D to enhance product to reflect market needs.
- Operated a very efficient structure in order to enhance cash flow and maintain profitability .
Business Proprietor
Entreprise Urgence Souliers
06.1986 - 01.2000
- Started a footwear and shoe repair retail business specializing in high end service and product offering.
- Sold, repaired, and adjusted footwear for clients with special orthopedic needs.
- Worked closely with podiatrists recommending us with their clients.
- Sold specialized orthopedic supplies addressing particular support and comfort associated with walking.
- Added a foot care clinic to compliment and provide a value added service to our product line.
Sales Representative
Union Optics Corporation
09.1982 - 02.1986
- Was hired to develop a new territory for the company.
- Based in Ottawa, I was responsible to develop the Ottawa market, the Ottawa valley, southeastern Ontario, and northeastern Ontario.
- Company manufactured various types of contact lenses and I contacted opticians, optometrists, and opthalmologists to provide our opthalmic solutions to their various clients.
- Called and visited my clients on a 6 week cycle, making sure that their inventory levels of contact lenses were properly stocked and dealt with any particular issues that they may have had.
- Exceeded sales targets through effective planning and goal setting.
- Participated in trade shows and conferences to network and generate leads.
- Informed customers of promotions to increase sales productivity and volume.
- Achieved or exceeded company-defined sales quotas.
Various Summer & Part-time Jobs While in School
See List Below
07.1970 - 07.1982
- Newspaper route
- Grocery store helper
- Gas station attendant
- Plastic factory worker
- Canadian Armed Forces (Militia) - summer of 1975
- Salesperson in clothing store
Education
Bachelor of Commerce - Marketing And Management
Concordia University
Montreal, QC06-1982
Skills
- Problem-solving
- Time management
- Attention to detail
- Verbal and written communication
- Decision-making
- Relationship building and management
- Insurance sales
- Client relations
- Sales and marketing
- Microsoft Excel
- Self motivation
- Sales skills
- Active listening
- Effective communication
- Reliability
Languages
French
Full Professional
English
Full Professional
Italian
Native or Bilingual
Spanish
Limited Working
Timeline
Financial Security Advisor
Canada Life
05.2007 - Current
Mortgage Specialist
Banque Laurentienne Du Canada
01.2006 - 04.2007
President
Premium Solutions Inc.
01.2000 - 12.2005
Business Proprietor
Entreprise Urgence Souliers
06.1986 - 01.2000
Sales Representative
Union Optics Corporation
09.1982 - 02.1986
Various Summer & Part-time Jobs While in School
See List Below
07.1970 - 07.1982
Bachelor of Commerce - Marketing And Management
Concordia University
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