Financial Horizons
Agnes Lin has extensive experience in the financial services industry, currently serving as a New Business Case Manager at Financial Horizons since August 2023. Prior to this role, Agnes was an Insurance Coordinator at AlphaPrime Financial Services Inc. from June 2022 to August 2023. Agnes's career at HSBC spanned over 13 years, encompassing various positions including Quality Analyst, BFCR Manager – Team Lead, Insurance Sales Support Manager, Assistant Sales Support Manager, Senior Sales Support Officer, and Senior Customer Care Officer. Agnes demonstrated expertise in quality assurance, KYC activities, business analysis, sales support, and customer care, consistently focusing on coaching team members, improving communication skills, and enhancing service quality while managing operations and stakeholder relationships.
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Financial Horizons
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When you partner with Financial Horizons, our team of experts becomes your team of experts. Whether that’s uncovering new opportunities to grow your business, simplifying compliance solutions to proactively safeguard your practice, or connecting you with advanced market specialists to navigate large cases and emerging markets – our customizable suite of services and support is anchored in one clear goal: helping independent advisors achieve their definition of success. As a leading MGA, we raise the bar on service excellence by taking the time to understand what matters most to advisors and evolving with them – today, we actively meet the unique needs of more than 6,500 advisors through local teams across Canada. Joining Canada Life in 2017 welcomed us into a family of financial service firms under the Power Corporation umbrella – enhancing our ability to provide advisors an even broader range of practical and innovative solutions to reach their business goals. What’s next on your horizon?