Adam Peros, Clu®, Cebs®, Chs™ Email & Phone Number

Mississauga, ON, CA

• Group Benefits
• Owner/Executive coverage
• Retirement & Pension
• Individual & Family
• Specialty Coverage
• Estate Planning

Toronto, Ontario, CA

• Manage 10 mm in force block and 2 mill annual target, existing brokers (500 +) holding 9 in person meetings a week, minimum.
• Delegate service requests, renewals and underwriting questions accordingly, handle on my own when need be
• Invest and follow up on RTQ’s in a timely manner, design benefit plans for less experienced advisors
• Host product/sales meetings – train advisors how to sell group, help close the sale with the client and host plan member, plan advisor meetings
• Contributed to account executive resource education folder

Guelph, Ontario, CA

• Manage my existing area of brokers, prospect new brokers, expand the company brand by focusing on our value proposition and what makes us different in search of establishing new and prosperous working relationships
• Negotiate rates on proposals, renewals and recommending plan design changes/alternates based on empirical data
• Helped create data tracking models in excel/word for monitoring quotes, sales, premium and developed an internal reference guide for all group benefit related questions, processes, provisions and developed our.
• For 6 months – Managed (50 M block, 480 brokers)

Roseland, New Jersey, US

• Managed existing clients, prospected new clients via phone, email, LinkedIn and personal referrals; designed and implemented benefit plans
• Contributed to team sales that generated 9 MM in annualized premium, translated into approximately 740 K in reoccurring revenues; responsible for data analysis that supported ongoing forecasting
• Wrote scripts and objection handling, presented and demonstrated software based products and helped with cross selling of other services

Toronto, ON, CA

• Prospected new business through cold calls and client referrals.
• Established and managed client relationships.
• Fairly represented clientele during negotiations of premiums, ensuring they pay the lowest sustainable cost; forecasted and benchmarked group benefit plans’ claims and premiums giving sound advice based on findings
• Wrote scripts, objection handling and was greatly responsible for the employee training handbook
• Made 100-140 cold calls a day, booked 2-3 meetings a week/10-12 meetings a month, Monthly - held on average 7 meetings, quoted on average 5 groups, presented on average to 3 groups and sold 1-2 groups a month. Managed.

Toronto, Ontario, CA

• Daily responsibilities included; issuing certified cheques, drafts, money orders and wire payments in a timely manner
• Assisted senior financial advisors and bank managers with opening customer accounts, managing investments and facilitating transactions

Irvine, California, US

- Helped new clients with establishing a workout regiment - Tested new clients' physical capabilities - Educated new clients concerning health and fitness

Toronto, Ontario, CA

• Researched, wrote, edited, voiced and assembled news packages with visual and audio for news stories
• Interviewed individuals for news stories and topics

Toronto, ON, CA

• Established and serviced client relationships, answered inquiries and issued new memberships
• Managed daily operations including; office administration, customer service, and shift scheduling
• Responsible for employee management and new hires

Bachelor Of Applied Arts From University Of Guelph, Media Studies

Diploma From Humber College, Journalism - Print And Broadcast

Communication, Journalism, And Related Programs

High School