Sim B Email & Phone Number

Toronto, ON, CA

• Provide pre-sale and marketing support of Foresters Financial products across all business lines in an effort to drive sales
• Educate and sell the benefits of Foresters Financial /Canada protection Plan products and Member Benefits
• Present Foresters Financial and Canada Protection products through face to face presentations and webinars
• Collaborate with the RVP through dedicated telephone activity, to support and enhance the sales efforts and the development of long-term relationships with financial advisors
• Use my in-depth knowledge of life insurance products and concepts, along with their interpersonal skills to increase sales and build long-term relationships
• Provide the highest level of customer service and facilitate all actions necessary including research and satisfies the brokers need

• Handled inbound calls from advisors and provided quotes
• Provide the highest level of customer service and facilitate all actions necessary including research and satisfies the brokers need
• Trained brokers on Foresters Financial Canada protection plans advisor support software
• Ensured that email and call backs were answered within a timely manner
• Actively identified which brokers would be a great lead for the Inside Sales Rep to turn into a high producing advisor
• Contributed ideas on how to market our products to increase sales

• Answered inbound life insurance calls regarding all aspects of doing business with Foresters and Foresters activities
• Worked effectively with employees in a team oriented environment
• Provided the highest level of customer service and facilitate all actions necessary including research and satisfies the customers need
• Determined the needs of the caller and provides support with accurate and timely resolution following approved escalation procedures
• Demonstrated discretion, including exercising good judgment to ensure the appropriate release of medical information to authorized personnel
• Handled high detailed of work with high-level of organization skills