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Insurance Sales Management

Location:
San Francisco, CA
Posted:
December 30, 2014

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Resume:

Summary

. A highly motivated, creative professional committed to the

highest level of professional and personal excellence.

Excellent interpersonal, networking, relationship building

and organizational skills. Detail oriented and above

average problem solving skills.

Professional Experience

September 2014- The Cooperators (Associate Financial Advisor)

Present

. Life and Health Insurance Sales

. Find new business to bring to the company

. Wealth Management

. Manage a large book of business

. Work independently

. Service current clients on a regular basis to build a

strong rapport

. Strong communication between myself and clients

July 2013- Sun Life Financial (Advisor)

September 2014

. Insurance Sales

. Find new business to bring to the company

. Service current clients on a regular basis to build a strong rapport

. Continuous learning of selling and prospecting strategies

. Excellent knowledge of life and health insurance

. Manage my book of business

. Work independently

April 2010 - Hamilton Golf and Country Club (Back Shop

Supervisor)

November 2012

. Scheduling up to 20 staff members

. Member of the Joint Health and Safety Committee (Pro shop

Representative)

. Oversee day to day operations and ensure staff and materials are ready

and in good order

. Troubleshoot issues pertaining to carts, tractors and batteries

. Set the example as a leader to the staff and on-going training

. Ensure security measures are used and operated correctly

. Organization of equipment for tournaments of all sizes and complexity

. Liaise with members, coworkers and contractors

. Regular back shop staff duties as listed bellow

June 2007 - Hamilton Golf and Country Club (Back Shop Staff)

April 2010

. Regular duties include assistance to members in any number of ways

including retrieval of clubs, removal and storage of clubs in

vehicles, cleaning of clubs and golf carts while watching for needed

repairs. Also, the setup of tournaments, assist in driving range

operations, laundry and general maintenance and organization of the

back shop

April 2004 - Hamilton Golf and Country Club (Caddie)

June 2007

. Began as a class "C" Caddie, promoted to "B" then "A" class caddie

based on performance and skill level as determined by member comments,

evaluation cards and the Caddie Master.

Caddies must possess knowledge of the game of golf and its rules, have

complete knowledge of yardages, the ability to pace off to

center of green, perform/direct fore caddie duties, read

greens, make club selection, carry golf bags, clean golf

balls and clubs, tend pins, replace divots and rake bunkers

Education

January 2015

. Getting OTL License

July 2013

. LLQP Licensed (July 2013)

2012-2013

. Ryerson University (2012-2013)

350 Victoria Street Toronto

Bachelor of Commerce, Business Management, Finance Major

One year completed

2009-2012

. Niagara College (2009-2012)

135 Taylor Road, Niagara on the Lake campus

Business Administration (Professional Golf Management)

Graduated April 2012, with Advanced 3 year Diploma

Computer Skills

All Windows applications including PowerPoint, Excel,

Microsoft Word

Certificates/Licenses:

-LLQP

-WHIMS

-Member of the joint Health and Safety Committee

-Wine Council of Ontario

-Golf Management Institute of Canada

-Smart Serve

References available upon request



Contact this candidate