Assess and understand the clients needs taking in consideration their goals and priorities, their stage of life and their financial situation. Proposing a tailor made product that will help the client achieve their goals. Build long term relationships with clients based upon an open and honest communication. Advising on how to best achieve their goals with proper planning and investment.Currently hold a valid Life License (LLQP) and Mutual Fund License (IFIC)

SALES SUPPORT REPRESENTATIVE - Outbound/Inbound Sales – US Major Accounts; support sales reps in the field. Processed amendments to customer contracts. Participated in various Lean Six Sigma projects focused on process improvement as the subject matter expert. SUPPLIES HELP DESK - Team lead, coached employees, resolved customer conflicts. SUPPLIES ADMIN DESK - Handle all inbound customer inquiries. Provide support to customers on billing issues, process customer orders, update CRM… Show more SALES SUPPORT REPRESENTATIVE - Outbound/Inbound Sales – US Major Accounts; support sales reps in the field. Processed amendments to customer contracts. Participated in various Lean Six Sigma projects focused on process improvement as the subject matter expert. SUPPLIES HELP DESK - Team lead, coached employees, resolved customer conflicts. SUPPLIES ADMIN DESK - Handle all inbound customer inquiries. Provide support to customers on billing issues, process customer orders, update CRM system.REPORTING ANALYST - Provide support to operations management on analysis and issue resolution by identifying risks or opportunities to plans. Create reports and present to multiple levels of management PAGING COORDINATOR - Created and maintained paging database for service technicians across Canada, troubleshoot paging issues with technicians by interfacing with various mobility companies across Canada CUSTOMER CARE REPRESENTATIVE - Respond to calls from Service Representatives. Dispatch Customer Service Technicians. Show less

Performed all business functions of the Franchise. Marketing/advertising, prospecting, administrative, accounting, hiring employees, signing clients.