Sylvie Tremblay
Moonbeam
Summary
Experienced in financial services, business management, and public relations. Thrives on connecting with others and driven to pursue fresh opportunities in assisting individuals. Brings a wealth of expertise to the table with a people-oriented mindset. Eager to contribute to a dynamic organization that values the power of human connection and making a positive impact. Seeks to leverage skills and passion.
Overview
31
31
years of professional experience
Work History
Insurance Broker
Robichaud Insurance
07.2018 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
Retail Salesperson
Kap Furniture Fashions
05.2016 - 07.2018
- Greeted customers, helped locate merchandise, and suggested suitable options.
- Enhanced store appearance by maintaining attractive merchandise displays and ensuring a clean, welcoming environment for customers.
- Greeted customers and helped with product questions, selections, and purchases.
- Ensured smooth store operations by assisting with opening and closing procedures, maintaining accurate cash registers, and complying with company policies.
Financial Advisor
Scotiabank
02.2015 - 05.2016
- 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.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Financial Advisor/Investment Representative/Insurance Broker
Assurance Robichaud Insurance
07.2009 - 02.2015
- 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.
Financial Advisor/Investment Representative
Freedom 55 Financial
09.2005 - 07.2009
Durability Test Driver
General Motors
12.1996 - 01.2009
- Company Overview: Cold Weather Development Centre
- Cold Weather Development Centre
Owner/Manager/Floral Designer
Classic Flowers & Gift Shop
10.1993 - 10.1995
Education
Specialized Training/Course - Financial Advisor, Canadian Investment Fund Course, Life Licensing Qualification Program
London, ON09.2005
Diploma - Hairdresser
Kapuskasing Adult Continuing Education Program
Kapuskasing, ON08.1990
Diploma - Grade 12 graduate
Cite Des Jeunes
Kapuskasing, ON06.1989
Skills
- Proficient in Microsoft based programs
- Microsoft
- Word Perfect
- Database entries
Timeline
Insurance Broker
Robichaud Insurance
07.2018 - Current
Retail Salesperson
Kap Furniture Fashions
05.2016 - 07.2018
Financial Advisor
Scotiabank
02.2015 - 05.2016
Financial Advisor/Investment Representative/Insurance Broker
Assurance Robichaud Insurance
07.2009 - 02.2015
Financial Advisor/Investment Representative
Freedom 55 Financial
09.2005 - 07.2009
Durability Test Driver
General Motors
12.1996 - 01.2009
Owner/Manager/Floral Designer
Classic Flowers & Gift Shop
10.1993 - 10.1995
Specialized Training/Course - Financial Advisor, Canadian Investment Fund Course, Life Licensing Qualification Program
Diploma - Hairdresser
Kapuskasing Adult Continuing Education Program
Diploma - Grade 12 graduate
Cite Des Jeunes
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