Tracey Closs
Business Development Specialist, Group Home and Auto @RBC Insurance
Oakville, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2014 — Present
Business Development Specialist, Group Home and Auto @RBC Insurance
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EDUCATION
2003 — 2003
Advocis
Level II Life Lisc
1998 — 1998
Canadian Association of Insurance & Financial Advisors
Life, Accident & Sickness Lisc.
1998 — 1998
Investment Funds Institute of Canada
Mutual Funds Certification
2010 — 2010
Advocis
RHU
2005 — 2005
Insurance Institute of Canada
OTL
2001 — 2001
Financial Planners Standard Council
CFP Designation, CFP
1998 — 2000
Canadian Institute of Financial Planning
CFP
SKILLS
Risk ManagementEmployee BenefitsCritical IllnessCertified Financial PlannerInvestmentsInsuranceGroup InsuranceGroup Benefit PlansDisability InsuranceLife & Living BenefitsRelationship ManagementTerm Life InsuranceHealth InsuranceProperty & Casualty Insurance
ABOUT TRACEY CLOSS
Dedicated to building strong long-term business relationships. Client focused, team focused, solutions oriented, results driven. Committed to exceeding expectations.
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