Etobicoke ON MW A
Re: Financial Advisor
Please consider contracting with me.
I am reliable, hardworking, conscientious, and I’m a team player. Well motivated and
studious I am a hand’s on learner and adapt well to new challenges. My style is
professional, collaborative; and work well in groups to complete tasks and objectives.
By leveraging my training and qualifications as a financial advisor, and many years of
experience in the Trucking business – I will build a thriving practice.
My studies of psychology, innate ability and dispute resolution training enable me to foster
mutual interest transactions with clients. This will contribute to our bottom line.
Marketing competitively priced entry level products that appeal to the transportation
business, and independent contractor market namely disability insurance would
enable me to penetrate an underserviced market.
As your ‘feet on the street’, I will identify, and close new business. Building longlasting
relationships with my clients will be accomplished in the longer term by offering them a
full complement of insurance and financial products, and access to registered accounts.
As my client relationships mature, I will work towards my CFP designation [and/or RIBO
license] and compete with the Banks and large financial institutions with my personal
approach and by being current and informed on tax and financial planning matters.
Besides truckers, and contractors, I intend on identifying and servicing the small
business, consumer, and refinance market in the medium and longer term.
Internet marketing, political economy, economics, ethics, law and compliance are all areas that I
am reasonably acquainted. In addition, I am considered to be tech savvy.
Your MGA or financial institution provides the back office support, infrastructure, and
executive leadership to ensure our collective efforts will be mutually beneficial.
As an early adapter to new technologies, I utilize internet marketing, electronic media,
and arm length relationships to supplement my practice to our mutual gain, in a
responsible, professional and ethical manner.
I invite you to call me – I am interested in negotiating a mutually beneficial relationship;
and I am receptive to ideas, comments, suggestions, proposals and criticism.