Many advisors struggle with finding process support when it comes to running their business. They're afraid to ask for help with what may seem like a simple question. I help advisors navigate the details, from insurance product support to applications, so that they can feel confident in managing their practice.
With over/With ten years' combined experience as a marketing assistant for a top producer and an independent advisor, I became passionate about learning about the insurance product suite in Canada. I made connections with experts in the field to formulate my understanding of life insurance products. I am able to connect well with advisors because I focus on solutions with a big impact, and I am knowledgeable about running a successful practice.
In my role as an insurance sales representative, I help advisors with policies, applications, and advisor guide resources to aid them in providing a better experience for their clients. There's never an issue with asking too many questions, and I pride myself on being as helpful as possible. Whether it's a call, email, or Zoom, I'm available to ensure advisors can ask the questions they need to get the required support.
When I'm not working, I enjoy playing tennis, table tennis, movie nights with family and friends, and travelling.
