Julie Wright

Julie Wright  new_releases

About

Detail

Broker
Fredericton, New Brunswick, Canada

Timeline

work
Job

Résumé

Jobs verified_user 0% verified
  • B
    BROKER
    BILLYARD INSURANCE GROUP
    Mar 2022 - Oct 2022 (8 months)
    Focus on prospecting new clients Maintain own book of business Educated clients on various offerings and insurance basics
  • B
    Broker
    BILLYARD INSURANCE GROUP
    Mar 2022 - Current (4 years 6 months)
    - Focus on prospecting new clients - Maintain own book of business - Educated clients on various offerings and insurance basics
  • Allstate
    BUSINESS DEVELOPMENT AGENT
    Allstate
    Jul 2017 - Mar 2022 (4 years 9 months)
    Focus on prospecting new clients Developed client relationships to retain business Consistently met and exceeded sales targets Educated clients on various offerings and insurance basics Mentored and assisted with training of new staff
  • Allstate
    Business Development Agent
    Allstate
    Jul 2017 - Mar 2022 (4 years 9 months)
    - Focus on prospecting new clients -Developed client relationships to retain business - Consistently met and exceeded sales targets -Educated clients on various offerings and insurance basics - Mentored and assisted with training of new staff
  • SkillSoft
    NEW BUSINESS DEVELOPMENT
    SkillSoft
    Mar 2011 - Jun 2017 (6 years 4 months)
    Cold calling as well as emailing potential clients to make appointments with local representatives Researching various companies to find a potential fit between them and Skillsoft Developed business opportunities and meeting sales targets through relationship building and promotion of company products FY17 100K Club – consistently met and exceeded sales targets
  • SkillSoft
    New Business Development
    SkillSoft
    Mar 2011 - Jun 2017 (6 years 4 months)
    - Cold calling as well as emailing potential clients to make appointments with local representatives - Researching various companies to find a potential fit between them and Skillsoft - Developed business opportunities and meeting sales targets through relationship building and promotion of company products - FY17 100K Club – consistently met and exceeded sales targets
  • BMO
    FINANCIAL SERVICES MANAGER
    BMO
    Jun 2008 - Feb 2011 (2 years 9 months)
    Developed a new and more efficient way to track unauthorized overdrafts and created reporting on a monthly basis Mentored and assisted with training of new staff Branch decision maker Thursdays and Saturdays, oversaw service representatives Provided knowledgeable service to clients by meeting with them on an individual basis to understand their needs and provide extensive financial planning
  • BMO
    Financial Services Manager
    BMO
    Jun 2008 - Feb 2011 (2 years 9 months)
    - Developed a new and more efficient way to track unauthorized overdrafts and created reporting on a monthly basis - Mentored and assisted with training of new staff -Branch decision maker Thursdays and Saturdays, oversaw service representatives - Provided knowledgeable service to clients by meeting with them on an individual basis to understand their needs and provide extensive financial planning .