Tait Brown is a sales professional with over 25 years of experience in financial services and insurance. He has a proven track record of success, consistently achieving sales goals and awards for top salesperson. Brown is skilled in building rapport with clients, providing needs-based recommendations, and ensuring exceptional customer service. He seeks a sales role where he can apply his knowledge, relationships skills, and strong work ethic.

1. Tait Brown
1096 Moy Avenue, Windsor, ON N9A 2P3
Phone: (519) 551-2187 Email: Tait_Brown@yahoo.com
CAREER SUMMARY
Superior Prospect and Client Rapport Building and Problem Solving
A progressive, results-oriented and self-managed Sales professional with a track record of success
and capability of results-driven financial performance pursuing a position within your organization.
Willing to offer financial or other industries superior sales and customer service techniques, account
management skills, and educational background to provide a adaptive and meaningful team
contributions to your organization. Eager to offer your organization a strong sense of loyalty and a strong
work ethic. Consistently demonstrate exceptional knowledge and abilities in the following areas:
• Strong Product
Knowledge and Ability to
Match to Client Needs
• MS Office (Word, Outlook,
PowerPoint) and Proprietary
Finance Application
• Dynamic Sales Rapport,
Presentations, Impromptu
Speaking & Tradeshows
• Licensed to Sell Mutual
Funds, Insurance
Products & Certified
Health Specialist (C.H.S.),
• Excellent Client Relations
& Account Management,
Personal Brand Building
• Compliance Focus, Follow
Through on Details with
Honesty and Integrity
• Continuous Improvement
and Ongoing Learning
• Strong Work Ethic & Help
Create a Sense of Urgency
• Prospecting Strategies for
New Business and Closing
SUMMARY OF ACHIEVEMENTS
BUSINESS DEVELOPMENT STRATEGIES
• Twice achieved Award for Top Salesperson of the Month at Clarica from a group of 70
representatives. Experience with selling disability, critical, illness, insurance, and
investment products.
• One of the first in Canada to sell the Critical Illness Policy that paid the full amount to
a cancer survivor. Sold with empathy for
CLIENT RELATIONSHIP – THE EXTRA MILE
• Helped people declined for traditional life insurance attain policies through alternative
providers due to their high risk nature.
• Go above and beyond for each client. Assisted one client in his move to Spain.
Always going the extra mile to earn loyalty and referrals from customers.
COMMUNITY EFFORTS
Spent four years as a volunteer with Windsor Light Musical Theatre . Assisted in selling advertising for
the program booklets. Built rapport with future prospects.
• RESULT: Raised approximately $1000 to $1500 per show; did this twice a year.
PROFESSIONAL EXPERIENCE
London Life, Windsor, ON 2012 - 2015
Financial Advisor
Accountable for business development to increase profitability and brand exposure as a financial /
insurance representative within the Essex-County region in Southwestern Ontario. Experience with
selling and account managing disability, critical illness, life insurance, and investment products.
• Participate in proper use of marketing collateral to control the sales process.

2. Tait Brown Page 2
PROFESSIONAL EXPERIENCE
• Attain new business by researching new markets, cold calling, and performing presentations to
secure accounts with powerful persuasion and closing skills.
• Prospecting through building strategic partnership and referrals through existing customers.
• Establish and maintain strong relationships with all stakeholders by employing excellent service
and support techniques to handle all issues and concerns and superior product knowledge.
• Responsible for setting and establishing target goals and attaining them.
RBC, Windsor, ON 2005 - 2011
Financial Advisor
• Successfully met with clients: to protect their dreams and achieve financial goals.
Sunlife (Met, Clarica), Windsor, ON 1996 - 2004
Financial Advisor
. Proven ability to service existing clients and earn referrals.
• Prospected by cold calling 100 top corporations in Canada to tell them about Critical Illness Isn.
• Coordinated and participated in Welcome Wagon events to meet new people.
Family Caretaker, Windsor, ON 1992 - 1996
Stay at Home Dad
Lambton Board of Education, Sarnia, ON 1987 - 1991
Secondary School Teacher
EDUCATION
Master of Arts University of Windsor, 1988 ·
Bachelor of Education Queens University, 1983
Ongoing Education:
• Licensed to sell Mutual Funds and Certified Health Specialist, C.H.S.
Certified Financial Planner, C.F.P. courses completed
• Contemporary Practices in Financial Planning, Wealth Accumulation
• Comprehensive Practices in Risk, Investment Strategies
• Risk Management and Estate Planning
ASSOCIATIONS
Advocis - Past Member for three years, Ontario
REFERENCES
Roger Mann, London Life (519) 566-6869
Chuck Beaumont Royal Lepage (519) 980-1176
Chris Smith Career Niche (519) 250-9333