Jett Vicencio

Advisor @Sun Life

Vancouver, BC, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jul 2015 — Present

Advisor @Sun Life

View department →

BC, CA

Services offered in British Columbia, Alberta, Ontario, Saskatchewan, Quebec and Manitoba:• Complimentary financial review• Investments and Wealth Management (RRSP, LIRA, RRIF, TFSA, RESP, Annuities, Segregated Funds, Mutual Funds)• Insurance advise (Life Insurance, Critical Illness Insurance, Long Term Care Insurance, Disability Insurance, Mortgage Insurance, Travel Insurance)• Retirement, Tax and Estate Planning• Group Benefit Plan Customisation (Extended Health, Dental, Group Retirement Services)

EDUCATION

N/A

Asian Institute of Management

Finance for Senior Executives

N/A

Asian Institute of Management

Basic Management Program

N/A

University of the Philippines

Bachelor of Science (B.Sc.)

SKILLS

Customer Relationship Management (Crm)GenealogyInsuranceBusiness-to-Business (B2b)Client RelationsTeam BuildingFinancial ServicesTraining & DevelopmentMarketingOrganizational LeadershipPresentation SkillsTeamworkDirect SalesRetirement PlanningStrategic PlanningAccount ManagementKey Account Relationship BuildingIndependent Financial AdviceDistribution StrategiesCompliance ManagementManagementStandards ComplianceDistributorsProspecting SkillsFinancial PlanningTrade MarketingCustomer ServiceInvestmentsDisability InsuranceFinancial AnalysisSalesforce.comBusiness DevelopmentLeadershipContract ManagementTravel InsuranceSales OperationsLife InsuranceBusiness PlanningMarketing StrategyStrategic Thinking

ABOUT JETT VICENCIO

I have over 20+ years of experience working in various roles for Fortune top 20 companies. During this time, whether I was an individual contributor or a member of the leadership team, nothing mattered more than ensuring what I was doing helped build and protect the company\'s financial future. As an advisor, nothing means more to me than ensuring what I do helps business owners, professionals, families and individuals build and secure their financial future. I offer trust, confidence and peace of mind so let me help you secure yours. Let\'s talk and plan for your tomorrow- I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

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