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Manthan Gupta

Manthan Gupta

Graduate Student

Followers of Manthan Gupta49 followers
location of Manthan GuptaMississauga, Ontario, Canada

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  • Timeline

  • About me

    Financial Services Professional | Insurance & Wealth Management | Helping Individuals & Families Achieve Financial Security & Growth

  • Education

    • George Brown College

      2020 - 2021
      Post graduate diploma International Business/Trade/Commerce

      Activities and Societies:

  • Experience

    • George Brown College

      Sept 2019 - Apr 2021
      Graduate Student

    • Executive international security

      Mar 2020 - Apr 2022
      Security guard supervisor

    • World Financial Group (WFG)

      Mar 2022 - now
      Associate

      🔹 Educate clients on financial strategies, including insurance, investments, and retirement planning.🔹 Provide tailored financial solutions to meet client needs.🔹 Build and maintain long-term client relationships.🔹 Prospect, network, and generate leads for financial services.🔹 Ensure compliance with industry regulations and company policies.🔹 Mentor and recruit new agents to grow the team.

    • Stealth Monitoring, Inc.

      Apr 2022 - Jan 2023
      Fraud Detection Officer

    • Rogers Communications

      Oct 2024 - now
      Sales Associate

  • Licenses & Certifications

    • Life and Health Insurance License

      Ivari Canada
      Sept 2022