Sales Representative Financial Advisor

Jeff Durbin

Maple On, L*A*W* 416-***-****

********@*****.***

linkedin.com/in/jeff-durbin-806ab716

Enthusiastic Sales Representative eager to contribute to team success through

hard work, attention to detail, and organizational skills.

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Successfully maintained client data while with Heritage Education adding an additional 20% in sales during 2021

Largest RESP transfer of $38,000 in Heritage History from self directed account

SKILLS

Skilled in categorizing client's problems and challenges through questions, listening, and communicating

Self motivated, flexible adaptable, focused, and computer literate

WORK HISTORY

Registered Education Plan Representative 02/20 to current

Canadian Scholarship Savings

Prospect new parents

Use Salesforce to prospect new prospects

Call up to 80 prospects per day

Conduct presentations via Zoom

RIDE SHARE DRIVER 02/2018 to 02/2020

Uber Toronto, ON

Efficiently Transporting Passengers with different needs and temperaments

Maintained a Clean and Presentable Vehicle. ...

Multitasking.

Transported 50-60 riders per day

FINANCIAL ADVISOR/ BROKER 03/2016 to 01/2018

Experior Financial Vaughan, ON

Prospected via Trade Shows, and Surveys

Conducted Needs analyses with prospects

Attended Workshops to enhance FA Skills

Called 50 prospects per day

Educated clients on various financial matters and provided professional

FINANCIAL ADVISOR 03/2014 to 04/2016

Pinnacle Financial Services Markham, ON

Life Insurance Sales

Built Rapport

Financial Planning

Interpersonal Skills

investment goals to devise personalized financial plans

FINANCIAL ADVISOR 09/2013 to 03/2014

La Capital Financial Services Oakville, ON

Life Insurance Sales

Educated clients on various financial matters and provided professional advice

EDUCATION

Business Administration, no degree

Seneca College of Fine Arts

Brian Tracy Advanced Sales Techniques

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