Linh Tran

Insurance Agent @World Financial Group Insurance Agency Of Canada Inc

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2008 — Present

Insurance Agent @World Financial Group Insurance Agency Of Canada Inc

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EDUCATION

1996 — 1997

Southern Alberta Institute of Technology

Certficate

SKILLS

Customer ServiceFinancial ReportingInsuranceFinancial PlanningMicrosoft ExcelTime ManagementAnalysisFinanceFinancial ServicesMutual FundsMicrosoft OfficeSalesInvestmentsTeam LeadershipTeam BuildingManagementSegregated FundsFinancial Analysis

ABOUT LINH TRAN

With over 13 years of experience as a Mutual Fund Representative and over 15 years as an Insurance Agent, I have developed a comprehensive set of skills and knowledge in financial planning, financial services, and investments. I hold the Canadian Securities Course (CSC) and the Life License Qualification Program (LLQP) certifications, which enable me to offer a wide range of mutual fund and insurance products to my clients.As an independent broker of financial services with WFG Securities Inc, I am passionate about increasing the distribution of financial products and services through education and coaching. I work with clients to understand their financial needs, goals, and challenges, and provide them with customized solutions and strategies. I also mentor and train new associates who join our team, and help them grow their business and network. My mission is to help individuals and families achieve financial security and freedom.

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Linh Tran — Insurance Agent at World Financial Group Insurance Agency Of Canada Inc in Calgary, AB, CA | Unifers