I enjoy working with advisors on sales positioning ideas, and building the best solution within the parameters set out by their clients. My approach is partnering with the advisor and MGA to strengthen the relationship, making it easy for them to get the information they need to fulfill the needs of their clients.I work with advisors individually as well as in a group setting to deliver the information and training needed to better understand the benefits and features of BMO Insurance products and how they they can be customized to fit the client need.As a liaison with Head Office departments, I get an issue resolved as early as possible, and after 25 years, still enjoying the business.
Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Research, and 14 others.