Experience

Journey Freight International
• Canada
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee
• Senior Sales Representative

  • Jan 2022 - Present


Freedom 55 Financial

• Financial Services
• 700 & Above Employee

• Financial Security Advisor

  • Feb 2015 - Oct 2021

  An experienced professional financial security advisor; employs consultative needs-based planning/goal-setting with executives, professionals and business owners in the areas of risk management, wealth accumulation, business succession and business continuation planning; assesses the individual and/or corporate financial security requirements of clients; recommends and implements appropriate products and solutions to meet immediate to long-term needs and objectives. Licensed in Quebec with l'Autorite des marches financiers (AMF) to sell life, disability and critical illness insurance and segregated funds.



Quadrus Investment Services Ltd.

• Investment Representative

  • Feb 2015 - Oct 2021

  Registered to sell mutual funds in Quebec. Registered to sell mutual funds in Quebec.



CashOnTime

• United Kingdom
• Research Services

• Inside Sales

  • Mar 2011 - Jul 2014

  Business Opportunity Development: Lead Research; Initial Contact and Lead Nurturing; Pipeline Management; Product Demonstrations; New Business Acquisition. Business Opportunity Development: Lead Research; Initial Contact and Lead Nurturing; Pipeline Management; Product Demonstrations; New Business Acquisition.



THG Sports

• Events Services
• 1 - 100 Employee

• Sales Manager

  • Jan 2009 - Jan 2011

  Inside sales: Proficient at profiling Fortune 1000 companies and proven success at selling high-end executive sports hospitality packages to C-level executives. Assists with the hiring and training of new sales representatives. Inside sales: Proficient at profiling Fortune 1000 companies and proven success at selling high-end executive sports hospitality packages to C-level executives. Assists with the hiring and training of new sales representatives.



London Life

• Insurance
• 700 & Above Employee

• Financial Security Advisor

  • Aug 1989 - Apr 2008

  Effectively sold financial security products as a self-employed sales professional; employed consultative selling and upselling with business owners, employee groups and executives in the areas of business succession and business continuation planning, group benefits and executive compensation plans; assessed the individual and/or corporate financial security requirements of clients and recommended appropriate products and solutions to meet immediate to long-term needs and objectives. Effectively sold financial security products as a self-employed sales professional; employed consultative selling and upselling with business owners, employee groups and executives in the areas of business succession and business continuation planning, group benefits and executive compensation plans; assessed the individual and/or corporate financial security requirements of clients and recommended appropriate products and solutions to meet immediate to long-term needs and objectives.