• Lead sales operations and lead sales representives• Prospect potential policy buyers• Develop sales quotas• Train new agents (company’s work ethic, sales structure, develop personal business goals) and review their weekly reportsManagerial achievements:- WCS PAL Initial (train to a minimum of 1500 New Client Annualized Premium value then help them achieve their WCS Initial (see below what is required) for 1 agent)- WCS PAL Pearl (same as above but total of 2 agents)- WCS PAL Ruby (same as above but for a total of 3 agents)

• Sales (Life insurance, Critical Illness Insurance, Long-term Care and Disability Insurance)• Financial Planning (Protect client’s liabilities, help achieve lifetime financial security, prepare for non-controllable events and promote asset and wealth accumulation)• Keep track of industry trends, learn about new products, and develop new sales strategies• Collaborative advisor business model• Build a client base through social networking events, such as trade shows

• Daily consultations with clients which involved considering individual needs and offering appropriate insurance solutions• Expanding client base across Ontario through direct prospecting and referrals• Field recruiting Personal achievements:- Earning my WCS Initial (selling 2500 New Client Annualized premium value in two consecutive weeks)- Earning my WCS Pearl (selling 2500 New Client Annualized premium value in one week)- Earning my WCS Ruby (selling 3750 New Client Annualized premium value in two consecutive weeks)- Earning my WCS Sapphire (selling 5000 New Client Annualized premium value in 3 consecutive weeks)- Earning my WCS Emerald (selling 7500 New Client Annualized premium value in 4 consecutive weeks)- Earning my WCS Initial, Pearl, Ruby In recruiting which required 4 recruits to finish sales school)- Earning pearl earrings (selling 3 consecutive weeks of 2500 New Client Annualized premium value)