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Financial Advisor

Posted 2 months ago
66 Visits
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What I am looking for
Working time Full time, Part time
Salary range Since 35K AUD
Experience Expert
About

Financial advisor in life insurance or travel insurance or health insurance.

Moving to Australia and beginning to work in the financial field, to give the best of my experience I got in Canada, growing, helping and exchanging responsibilities and abilities to make the best profit, trustworthiness and reliability for the company that hires me.
My currency is “winner-winner” in all terms.

Skills
SALES
I developed strategies to expand existing customer sales, resulting in a 100% increase in annual sales.
Cross-sold services at a rate of 30%, upgrading customers to different plans and product packages.
I expanded business by 100% while maintaining 95% rate of customer retention.
ADMINISTRATION & LEADERSHIP
I defined industry segments and identified opportunities in domestic and international markets.
Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.
First Spanish spoken financial services cabinet in Quebec City.
AWARDS
Production Bonus (Industrielle Alliance) 2006, 2007 et 2008
Ten Top Producer (Ivari) in 2004 and 2010


Diplomas
The Autorité des marchés financiers Education Saving Plan Certificate in 2002
The Autorité des marchés financiers Life and Health Insurance Certificate in 2003
Canada Mortgage and Housing Corporation Mortgage Advisor Broker Certificate in 2008
Universidad Iberoamerica MBA 1994
Universidad Autónoma de México Bachelor in Chemistry 1984
Language(s) spoken

French (Fluent)

Spanish (Mother tongue)

English (Advanced)

Interested by this profile?
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Maria Caro
Maria Caro
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