In present position I sell mortgages products (secured line of Credit), unsecured products, refinance mortgage and acquire new mortgages. Setting up plan for each client is the most rewarding part of my job, in every meeting I and the client plan and set goals.
Clients are shown projected income for setup a plan for example registered education plan for their children, setting extra funds in their TFSA. Opening a GST account for their business. Documenting sales activities in sales pipeline, making outbound calls and making appointments for financial advice
My present position has helped me to build relation with people from all race I am always willing to take up challenges.