Tara Klein Email
Business Development Specialist @ Guarantee VC Premium Warranty
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Tara Klein Location
- Toronto, ON, CA
Tara Klein Work
- Business Development Specialist @ (May 2020 - Present)
- Group Benefits and Financial Services @ Tara Klein - Group Benefits & Financial Services (November 2019 - May 2020)
- Business Development Specialist - Group Benefits and Financial Services @ (June 2017 - November 2019)
- Financial Security Advisor @ (October 2013 - June 2017)
- Investment Representative @ (October 2013 - June 2017)
- Business Manager @ (February 2010 - August 2013)
- Financial Services Manager @ (August 2009 - January 2010)
- Collections Representative @ (March 2009 - August 2009)
- Funding Tracker @ (July 2008 - August 2009)
- Administrative Coordinator @ Madison Press Books (February 2003 - September 2004)
- Sales Administrator @ Ewing Flagpole Co. Inc and Ewing International (June 2002 - February 2003)
Tara Klein Education
- IFSE Institute, Investment Funds Institute of Canada
Life License Qualification Program (LLQP)
2013-2013 - IFSE Institute, Investment Funds Institute of Canada
Investment Funds Institute of Canada (IFIC)
2013-2013 - Automotive Business School of Canada, Georgian College
Automotive Certification Course (OMVIC License)
2009-2009 - York University
(Political Science)
1999-2001
Tara Klein Skills
- Insurance
- Segregated Funds
- Annuities
- Mutual Funds
- Sales Process
- Customer Satisfaction
- Management
- Finance
- Financial Services
- Customer Insight
- Outstanding time management skills
- Life Insurance
- Disability Insurance
- Critical Illness
- RRSP
- Retirement Planning
- Liquidity
- Group Benefit Plans
- Business Planning
- Customer Service
- Profit
- Sales
- Cold Calling
- Administrative Organization
- Customer Retention
- Negotiation
- Retail
- Vehicles
- Reynolds
- Automotive
- Outstanding Time
- Automobile
- Automotive Aftermarket
- Administrative
Tara Klein Summary
- Tara Klein, based in Toronto, ON, CA, is currently a Business Development Specialist at Guarantee VC Premium Warranty. Tara Klein brings experience from previous roles at Tara Klein - Group Benefits & Financial Services, Fenn & Fenn Insurance Practice Inc., Freedom 55 Financial and Quadrus Investment Services Ltd. Tara Klein holds a 2013 - 2013 Life License Qualification Program (LLQP) @ IFSE Institute, Investment Funds Institute of Canada. With a robust skill set that includes Insurance, Segregated Funds, Annuities, Mutual Funds, Sales Process and more. Tara Klein has 2 emails on RocketReach.
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