Self- Employed Life Insurance Broker

Engaged with clients by doing cold calls to help them find there Life Insurance needs. Created comprehensive plans with insurance products and presented them to clients. Demonstrated effective sales process through discovery, client needs analysis, and closing. Has also demonstrated hitting monthly sales targets and has even hit over the targets. Great at keeping a long-term relationship with clients.

Helping Families, Individuals and Corporations create a Holistic Financial Plan by Implementing Investment and Insurance Strategies to mitigate exposure to Taxes and Creating Wealth. Westgroup Financial provides full-service Estate Planning, Retirement Planning, Wealth Protection and Investments including RRSP's, RESP's, TFSA's, Guaranteed Income Funds, Segregated Funds, and Private Wealth Management.