Insurance Sales Representative - Desjardins
(2026-05 - 2026-06)
- Conducted needs-based consultations with clients to identify appropriate insurance and financial protection solutions tailored to individual circumstances.
- Built and maintained strong client relationships through proactive communication, policy reviews, and ongoing customer support.
- Educated clients on insurance products, coverage options, and benefits, helping them make informed decisions regarding their financial security.
- Consistently delivered high-quality customer service by resolving inquiries, addressing concerns, and providing timely follow-up to enhance client satisfaction.
Benefits Advisor - Globe Life - American Income Division - Newmarket, Ontario
(2025-04 - 2025-10)
- Delivered personalized benefits and insurance consultations to individuals and families, consistently meeting and exceeding sales targets through needs-based solution selling.
- Built and managed a steady pipeline of new clients through referrals, networking, and follow-up strategy, directly driving new policy issuance and recurring revenue.
- Educated clients on life, health, and living-benefits products while ensuring full regulatory compliance and maintaining long-term client relationships through ongoing service and coverage reviews.
Client Relations and Accounting Intern - Express Bins Waste Management - Newmarket, Ontario
(2024-04 - 2024-09)
- Supported daily accounting operations by reconciling customer accounts, processing payments, and resolving discrepancies to ensure accuracy across Accounts Receivables and general ledger records.
- Implemented and utilized QuickBooks Pro to streamline bookkeeping, improve data integrity, and increase efficiency in financial record-keeping and reporting.
- Acted as the primary intermediary between finance and customers by analyzing account issues, proposing tailored solutions, and maintaining strong client relationships during high-volume periods.
Founder and Business Analyst - Dream Team Hockey - East Gwillimbury, Ontario
(2023-12 - 2024-09)
- Built detailed financial projections and scenario analyses (base, high, and low cases) modeling revenue, cost structure, profit margins, and unit economics to guide pricing, purchasing volume, and operational decision-making.
- Developed an inventory acquisition strategy by analyzing demand by stick type, model, and condition while forecasting variable costs including refurbishment materials, gas, time per unit, and logistics to optimize contribution margins.
- Tracked sales performance, inventory turnover, gross margin, and customer acquisition metrics to evaluate business scalability, adjust purchasing behavior, and improve overall profitability across sales cycles.
