2019 -2020 Group Benefits and Financial Services @ Tara Klein - Group Benefits & Financial Services
2017 -2019 Business Development Specialist - Group Benefits and Financial Services @
2013 -2017 Financial Security Advisor @
2013 -2017 Investment Representative @
2010 -2013 Business Manager @
2009 -2010 Financial Services Manager @
2009 -2009 Collections Representative @
2008 -2009 Funding Tracker @
2003 -2004 Administrative Coordinator @ Madison Press Books
2002 -2003 Sales Administrator @ Ewing Flagpole Co. Inc and Ewing International
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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