Administrator/ Data Entry (Former Employee) – Alliance, AB – 10 July 2013
• Processed beneficiary, ownership, and name changes and provided information to banking institution • Promptly informed agencies when documents were missing and effectively followed up to complete files • Organized client files and handled ongoing correspondence works to maintain up to-date files • Attended to incoming mail and faxes and sorted and distributed to appropriate personnel • Performed data entry and general administration duties including Mail Merge
Telemarketer (Former Employee) – Montréal, QC – 6 February 2017
very nice place to do a career but didn't match my goals and i just did my stage with them for one month they asked me to work with them but i had a problem with the way of payment so i decided to not take my chance in the stage days i did to many calls because i worked in the telemarketing i have taken 6 appointments for the financial advisers and i did long shifts with no stop once i had a long phone call for like one hour with a client to make him accept the deal and take the appointment in the end he accepted and he gave us an appointment i have added a new way of work to the telemarketing so a have noticed that some people ask us to contact with them by email and send them all the offers and they wanted to keep contact with the same person so i asked the director and i told him my point so he accepted and we started doing that
Medical claim's analyst (Former Employee) – Montréal, QC – 25 February 2016
The work itself was very repetitive and yet demanding. Management was too demanding in regards to what we should know. On the plus side,co-workers were a joy to work with and the hours were flexible, which alleviated some stress. Also the benefits were great.
Customer Service Representative (Former Employee) – Toronto, ON – 22 August 2015
A typical day involves phone calls, and manoeuvring between two but similar operating systems - which becomes redundant. You are told exactly how to do your job, including what personal notes to take and how to take them. Management and training is very controlling, not open to improvement suggestions, even the simple, obvious ones. The computer systems are quite complex and there is no need for them to be. Once you master the system however the job is straight forward, and each call is different.
Co workers are great, a fantastic place to work in terms of morale, friendships and team spirit.
Sales representative (Current Employee) – Quebec – 12 August 2015
In the morning, I would manage my paperwork and prepare the files of the clients I would be meeting during the day. When meeting prospects, I would make sure to have all the documentation necessary for the meeting.
During the week days, I would meet anywhere between 10 to 12 people to complete a survey of financial autonomy in the hope to book a second appointment where I would make a financial profile which would lead to a sale proposition.
On fridays, I would implement all the sales done in the week through the company's intranet.
learned to communicate with many different people types
admin (Former Employee) – Brossard QC – 27 March 2015
This is one of the worst positions I had. There is often a turn around and the boss of the place is really not nice (makes ppl feel low). And u have to ask permission to go to the bathroom..lol.. very unprofessional and what is written in the posting is not true. Once you have the job, all you do is answer phones and transfer to an adjudicator. They gave me a computer which I do not know why as I never used it. Aweful place to work, they would offer me 200,000$ a year and I would say NO. Very bad management.
Worked effectively in Microsoft Suite of Programs (Word, Excel, PowerPoint, and Outlook) Used Adobe Professional to present ad deals to Sobeys and Superstore. Interacted with internal and external customers in a professional manner. Achieve end results under pressure on changing deadlines for flyer ads. Worked independently as well as in a team environment. Maintained all aspects of office procedures. Set up and maintained periodic to offset liabilities for against deductions.
Financial Security Advisor (Current Employee) – Ottawa, ON – 28 January 2015
A typical day at work can go from very slow with little activities to high-stress and high-pressure situations in no time. The lack of structure to one's daily tasks and the fact that you as a self-employed worker must plan your day and manage your own time can be really demotivating.
I learned that you need to have a plan, or strategy in order to reach certain goals or targets. The job can get very hard if you don't know how to proceed and where your business is heading. I've also learned that it is important to find serious clients who are on the same page as you. Providing financial services to someone who isn't sure what they want or why they need your help, only means that it's going to be that much harder to keep that client for a long-term period.
Management is good. They are there to guide us (Financial Advisors) through the steps on being successful and keeping us on track in terms of continuous business and finding leads. That being said, they aren't very helpful in helping an advisor who is struggling. A great way to put it is that they are "fair weather management": very helpful and present when you're performing well, and almost invisible when you're not.
Account Manager/Financial Advisor (Part-time) (Current Employee) – Alliance, AB – 15 September 2014
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A day at work in my shoe's is a very busy day. We contact clients and have claims that are coming in every minute. My deparetment work very hard as a team to pull the work load and to keep ahide not to fall behind. It is a relaxed atmostphere and everyone has respect for each pther. I can honestly say this is one of the best jobs I have with such amazing people.