Pierre Yvan Poilbout
About Pierre Yvan Poilbout
Pierre Yvan Poilbout is a Financial Sales Representative with over seven years of experience at Primerica in the Toronto area. He specializes in creating customized financial solutions for clients based on their individual financial situations and goals.
Work at Primerica
Pierre Yvan Poilbout has been employed at Primerica as a Financial Sales Representative since 2017. In this role, he focuses on tailoring financial solutions to meet the specific needs of clients. His responsibilities include computing budgets, policies, and investment options that align with clients' financial positions and future goals. He utilizes referral-based practices to identify and engage with potential clients, ensuring a personalized approach to financial planning.
Education and Expertise
Pierre studied at the Canadian Securities Institute from 2017 to 2018, where he achieved knowledge in Banking, Corporate, Finance, and Securities Law. He also holds a Master 1 Finance Banque et Patrimoine from iaelyon School of Management, which he completed from 2016 to 2017. His educational background provides a strong foundation in finance and investment strategies, enhancing his capabilities as a financial sales representative.
Background
Before joining Primerica, Pierre worked as a Small Business Investment Consultant at CIC for four months in 2017 in Région de Nîmes, France. This experience contributed to his understanding of investment strategies and client relations in the financial sector. His diverse background in both Canada and France informs his approach to financial consulting.
Client Engagement Practices
Pierre conducts in-depth fact-finding meetings with clients to assess their risk tolerance and potential financial needs. This thorough approach allows him to provide tailored financial advice and solutions. His focus on understanding client circumstances helps in building strong relationships and delivering effective financial strategies.