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• Exceed all core call related metrics as set forth by management• Demonstrate Follow up as required on specific case situations with New Business, Underwriting & client services to resolve outstanding concerns and support the territory• Make sound business decisions in terms of prioritizing and managing workload to ensure completion• Populate the CRM system with all the information retrieved during phone calls and meetings• Support the RVP by promptly following up on meetings and events• Provide 1 on 1 training on products, illustrations software and other tools• Actively generate and develop new business relationships through prospecting calls• Contribute to the success of the team by exceeded the department service level goals• Actively share sales ideas with colleagues and support team initiatives• Create email blasts with pertinent marketing and product information

• 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• Mailed out pre-authorize payment forms, beneficiary forms, lapse notices and cancellations• Provided excellent interpersonal skills with the ability to meet with and deal effectively with all levels of staff, contractors, consultants and the public tactfully and courteously• Contributed to the success of the team by exceeded the department service level goals• Processed payments, cancellations, lapses and beneficiary changes• Received customer Kudos for providing exceptional service