William Brestansky

• My role consists of selling investments and mortgages
• Building start to finish mortgages, reviewing income documents/credit bureaus/assets etc to build mortgage applications
• Open accounts transferring funds, communicating with clients, educating, adding value and solutions
• Plan and allocate funds, reviewing and assessing needs, advising clients of all ages
• Building the book of business.- Increased client satisfaction by providing tailored financial advice and investment recommendations.
  
  - Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  
  - Collaborated with team members to achieve sales targets and improve overall branch performance.
  
  - Managed a portfolio of high net-worth clients, ensuring their financial goals were achieved through strategic planning.
  
  - Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
  
  - Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
  
  - Delivered consistent results within compliance guidelines while meeting quarterly sales quotas.

• Selling insurance products and solutions
• Activities: Prospect clients, estate planning recommendations, tax planning, working with leads, reviewing existing clients policies, building relationships, create personal needs analysis, educating clients, illustrating contracts, building solutions, executing on plans, recommending opportunities
• Our products included a range of life insurances, disability insurances, critical illness insurance, segregated funds and annuities.
• Increased client retention through effective communication and relationship-building strategies.
  
  -Educated clients on various insurance options, ensuring adequate coverage based on individual needs.
  
  -Developed comprehensive financial plans for clients, addressing their short-term and long-term goals.
  
  -Provided ongoing support and assistance to clients throughout the implementation of their financial plans. (400 book of clients)

• Insurance brokerage firm
• Selling insurances and solutions

- Facilitated smooth project execution by managing deadlines, resources allocation, and progress updates.

- Collaborated effectively with cross-functional teams to achieve shared goals in a timely manner.

- Optimized resource usage by managing inventory levels, ordering supplies, and maintaining equipment functionality.

- Created and presented financial plans and investment recommendations to clients.

-Educated clients on financial topics and best practices.

-Helped clients make informed decisions about financial future.

Reduced administrative workload for supervisors, managing calendar appointments and coordinating meeting logistics.

-Expedited invoice processing and inventory tracking to help maintain accurate financial records.

-Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.