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@consultkatie
Flag of Canada Rose Bay, Canada
Member since May 11, 2019
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consultkatie

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I am a passionate people person with a crazy addiction to learning and growth! I have been searching for the right skill set and application to benefit those around me for as long as I can remember. I have worked in Automotive Sales, Financial Planning and Insurance, as well as restaurant front line, server to manager. I love to write just about anything and enjoy advocating for others. Real life problem-solving skills, integrity, and emotional intelligence together with a sense of humour and sincere empathy for others are what my family, friends, and colleagues say they admire about me most. I am highly motivated and eager to advance from beginner to best as efficiently as possible. Please feel free to contact me with any opportunity you feel I may add value. I believe every moment is about doing your very best, learning all you can, and most importantly sharing, to empower others. I look forward to earning your business! Check-out my website [login to view URL]
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Portfolio

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Experience

Financial Advisor

Nov 2011 - Oct 2014 (2 years)

Helping clients achieve their financial goals, protect assets, and limit liabilities. Planning for the unknown to ensure future financial stability. Insurance and Investments.

Product Advisor, Sales Professional, Selection Specialist

Jul 2008 - Sep 2011 (3 years)

Working in a fast paced dynamic sales role with the advantage of inter-dealership selling.

Qualifications

Life License Qualification Program (2011)

Nova Scotia Department of Finance

LLQP allows you to sell personal insurance in Canada

Advances Sales training (2008)

APB Automative Profit Builders

Automotive Sales

Financial Advisor (2013)

SunLife Financial

Completed career academy training level 1 and 2

Quickstart your Career Award (2012)

SunLife Financial

Completed required sales and achieved targets on time

Publications

Personal website

[login to view URL]

Verifications

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