Brett Zufelt

North Bay,ON

Summary

Results-oriented professional with a strong background in finance and insurance, seeking to leverage my skills and experience to contribute to a dynamic organization's growth and success.

Overview

years of professional experience

Certification

Work History

Financial Advisor

Sun Life Financial

09.2016 - Current

Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Facilitated presentation and recommendation of services by optimizing client relationships.
Advised clients on financial planning, investments, and insurance products, resulting in significant portfolio growth
Built and maintained strong client relationships, consistently exceeding sales targets and achieving high customer satisfaction
Conducted comprehensive financial needs assessments and provided customized solutions tailored to clients' goals
Collaborated with a team of financial professionals to develop and implement effective wealth management strategies.

Education

BBA - Marketing

Algoma University

Sault Ste. Marie

05.2016

Skills

Proficient in Excel, Word, PowerPoint, Salesforce, Outlook, and Morningstar advisor workstation
Exceptional Organizational Skills
Sales Expertise
Insurance Product Knowledge
Investment Planning

Client Relationship Management
Business Development
Teamwork and Leadership
Time Management
Goal-Oriented