William Paulon

High-performing Mortgage Advisor and Life Insurance Agent with over $50M+ funded mortgage volume. Expert in converting high-intent leads into revenue and scaling pipelines using CRM and automation. Experienced across mortgages, insurance, and financial advisory in remote, performance-driven environments.

Mortgage Advisor at nesto (Present)

Mortgage Advisory role focusing on lead conversion and pipeline management

• Funded over $50M+ in mortgage volume through inbound high-intent leads
• Converted warm leads into closed deals using consultative sales
• Managed full pipeline using CRM systems

Life Insurance Advisor at Experior Financial Group

Life Insurance Advisory with focus on client relationships and residual income

• 1 year experience advising clients on life insurance solutions
• Built pipeline through lead generation and follow-up systems
• Focused on long-term client relationships and residual income

Senior Mortgage Agent at Rocket Mortgage Canada

Senior role managing partner relationships and driving deal flow

• Managed 40+ partner relationships and drove deal flow
• Delivered data-driven presentations and training

Mortgage Agent at True North Mortgage

Mortgage agent role focused on lead generation and conversion

• Closed $10M+ mortgage volume in one year
• Generated and converted new leads into deals

Master of Education in Education – University of Ottawa

Certificate/Diploma in Financial Planning – Seneca College

Bachelor of Communication in Communication – Uninove