Sandy Alfonsi

Experience

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  Co-operators

  Jan 1993 - now

  · Provide strong overall leadership for the agency; · Create and successfully execute 1 year, 3 year and 5 year business plans; · Support and execute corporate objectives; · Build strategies to achieve business objectives; · Manage, motivate and inspire agency staff; · Capitalize on sales marketing area opportunities; · Maintain strong relationships with clients and Co operatorsInsurance products offered through Co-operators General Insurance Company and Co-operators Life Insurance Company. Show less Alfonsi Torosantucci Financial Group Inc. is a firm of professionally qualified advisors dedicated to always serving our clients needs first. Our goal is to achieve “Financial Wellness” for our clients. Through building personally customized insurance and financial plans we set you on the path to achieving financial wellness. This big picture approach sets our team of professionals apart from other insurance and financial advisors. Our focus includes Asset Protection and Asset Accumulation to ensure your goals and objectives are met. Show less

  • Certified Financial Planner/Owner, Alfonsi Torosantucci Financial Group Inc

    Jan 2000 - now

  • Certified Financial Planner, Alfonsi Torosantucci Insurance Ltd

    Jan 1993 - Jan 2011
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  Cooperators

  Jan 1996 - Jan 2000

  Sales Representative

  · Exceeded production goals set by District Management; · Managed existing book of business; · Capitalized on cross-selling opportunities within existing book of business; · Created new business opportunities through networking with Real Estate Agents;1993 ­ 1996 Service Counsellor · Service and sales of The Co operators products; · Complete front line risk assessment and selection; · Prospecting for all lines of business;

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  Co-operators Financial Investment Services Inc.

  Jan 2020 - now

  Mutual Fund Investment Specialist

  Mutual Funds offered through Co-operators Financial Investment Services Inc.