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Pierre De CoteauInsurance advisor and creator of FiscallyFitt
About me
Experience that connects the technical with the personal.
My career has taken me through banking, technology and financial services—three fields that may seem different, but have always centred on the same thing: helping people solve problems and move forward with greater confidence.
I began in banking, gaining hands-on experience across customer service, treasury, securities, lending support and operational roles. That foundation taught me the importance of accuracy, trust and truly listening to people.
I later moved into communications technology and field operations, where I managed data and voice networks, supported critical technology infrastructure and coordinated projects for local and international clients. I also led teams, worked with contractors and helped resolve complex customer issues.
Today, I bring that broad experience to insurance and financial services. I help individuals and families clarify their priorities, connect financial strategies to the future they want and take practical steps suited to their goals and circumstances. I believe good financial guidance should feel like a conversation, not a lecture.
During my earlier professional career, I was recognised with Employee of the Year and several service-performance awards. Separately, I was named Student of the Year during my professional insurance studies.
Master’s degree in Strategic Business Information Technology and the Financial Services Certified Professional designation.
Outside of work, I’m an enthusiastic cyclist and pianist. Cycling keeps me disciplined and focused on the long journey, while music reminds me that confidence comes from patience, practice and steady improvement.
That same outlook shapes my approach to financial fitness: build your knowledge, develop good habits and keep making meaningful progress over time.
Advisor careers · Trinidad & Tobago
Your people skills could open a new career path.
Enjoy connecting with people and helping them make confident decisions? Explore a career in insurance advising, where listening, learning and lasting relationships are at the heart of the work.
Your ability to listen, explain and follow through could be a useful starting point. Career changers are welcome to explore the opportunity.
Understand the work
Build client relationships, learn protection options and provide ongoing service. Developing a client base takes time and consistent effort.
Ask about support
Learn what training, mentorship and tools are available, along with practical resources to support your learning, client conversations and day-to-day work.
Explore your potential
Discover how you could build your skills, develop a client base and grow professionally. We’ll talk openly about how earnings work and what it takes to get established.
What you bring
- A genuine interest in people and a commitment to good client service.
- Clear communication, careful listening and dependable follow-through.
- A willingness to learn, meet new people and build relationships.
- Integrity, initiative and the ability to organise your time.
Bring your questions, too. We’ll explain the qualifications, training and registration steps for the opportunity during our first conversation.
Key requirements
- Education: At least five passes at CXC/CSEC or GCE O-Level, including Mathematics and English Language.
- Communication and computer skills: The ability to express ideas clearly in conversation and writing, and use everyday computer applications confidently.
- Reliable transport: Your own dependable vehicle to travel to client appointments and carry out field activities.
- Relevant experience: A business-building mindset is valuable. Experience in sales, customer support, education or financial services would strengthen your application.
- Personal approach: Initiative, drive and the discipline to work independently, with a focus on lasting client relationships and helping people understand and manage financial risks.
Complete a short enquiry form. Your message goes directly to Pierre.
What happens next?
Start with a conversation → learn about the work and support available → ask your questions → decide whether to apply → review the role details and next steps together.
You can decide whether to continue at each stage.
Start with an introductory conversation with Pierre. Role details and training arrangements will be explained before you decide whether to apply.