• Successfully assist clients in creating tailored life insurance and annuity plans, ensuring alignment with their long-term financial goals, and providing peace of mind through comprehensive coverage options• Leverage advanced sales techniques and financial expertise to effectively present and sell life insurance and annuity products, resulting in high conversion rates and client satisfaction• Conduct thorough financial needs analyses to recommend appropriate life insurance and annuity solutions, enhancing client saMsfacMon and long-term financial security

• Perform a broad variety of tasks within a retail banking setting, including transaction processing, account openings, and comprehensive customer education on banking products and services• Nurture customer relationships by uncovering their real needs, delivering financial advice, and ensuring an exceptional experience aligned with TD's brand promise• Manage leads by creaMng and overseeing self-generated leads, handling referrals, conducting outreach through calls and SMS, and prioritizing effective follow-up

• Built and maintained client relationships ensuring high customer satisfaction and long-term relationships in the form of timely, high-quality food service• Orchestrated logistics including venue setup, equipment, transportaMon, and staffing for a successful event outcome • Directly engaged with clients to promote and present private event products, consistently achieving revenue generation ranging from $500 to $10,000 per event for the business