Asssociate Insurance Service Advisor Candidate

PROFESSIONAL EXPERIENCE

RBC Insurance *th July’25 -

Insurance Advisor – Life Health and Wealth

Conduct Personal Needs Analysis in Salesforce to recommend suitable financial planning solutions

Strong analytical and problem-solving skills to analyze the needs of the client

Develop Financial Planning strategies and maintain KPIs for every segment of population providing excellent quality of service and meet compliance requirements

Advising business owners on how to deal with financial risks and obligations, that can arise on the death of a business owner

Corporate Owned policies for business owners to provide employee benefits, secure business liabilities, provide retirement income and facilitate the estate and business succession planning that can arise on their death

Structuring the ownership, funding to provide liquidity to fund taxes and beneficiary designation under a corporate policy

The Cooperators 15th Mar 2024 - 15th Aug 2024

Financial Advisor (On Contract)

Provided Wealth Planning advice and guidance in tax, estate planning and retirement.

Prepared Wealth plans for HNW clients and prospected new clients by email and Teams calls using Salesforce.

Conducted Financial Needs Analysis reviewing client’s financial goals, providing recommendations in alignment with Know your client requirements, opening new accounts and recording recommendations and changes

Executed and monitored the functioning of the plan in real time as per goals of the client

Identified client’s investment and financing needs to offer best financial planning solutions in the Future Success Plan

Followed strict Compliance and risk management maintaining Quality of service and operational quality standards at every step, of the Discovery process

Specialty Life Insurance Company June 2021 – 15th Mar 2024

Representing Humania Insurance and Chubb Life - Financial and Insurance Advisor

Closed new leads with either a Life insurance, Accidental Death and Dismemberment, or Critical Life insurance coverage

Conducted Financial Needs Analysis reviewing client’s financial goals, providing recommendations in alignment with Know your client requirements, opening new accounts and recording recommendations and changes

Identified client’s investment and financing needs in order to offer them the best financial planning solutions

Identified business development opportunities to increase the number of new customers and grow existing portfolios

Ability to persuade and negotiate using consultative sales approach with changing customer needs and adaptive solutions for a world class customer service experience

Strong attention to detail when gathering client information and doing the needs analyses with clients in all provinces, except Quebec

Proven problem-solving skills and ability to communicate and provide different scenarios to the client with trade offs

Team player working with a focused tenacity to meet the client’s needs achieving a thorough Discovery process

Ensured each sales application met the quality of service and operational quality standards, as well as compliance and risk management rules

Driasi International Sep 2020 – Apr 2021

Representing Canadian Premier Life and Gerber Life - Life Licensed Advisor

Establish personalized telephone contact with the client, thru both inbound and outbound calls

Actively identified opportunities and made recommendations to help clients achieve their financial goals.

Proactively analyzed customer’s needs and resolved issues, reversing a policy cancellation to a completely new renewal till end of life

Cross sell company products to customers across all provinces

Provided back-office sales support to resolve client’s enquiries, and their financial plans by email.

AIL – American Income Life Sep 2019 – Aug 2020

Representing Federal employees from the Union – Licensed Advisor

Established and conducted zoom calls and in person visits with client insurance products

Actively identified opportunities and made recommendations to help customers meet their financial goals after doing a needs analysis.

Conducted Live presentations with customers and responded to developing needs, resolved issues and followed up as required

Sales included cold calling customers based on company leads as well as thru referrals across Ontario

Analyzed customer’s needs and converting a luke warm want, leading to a fully satisfied need being fulfilled.

Managed excellent time management to get to each appointment on a timely basis.

Actively prospected and generated new as well as referral leads, to build my own customer network base, providing customer satisfaction, and loyalty to provide a superior customer service experience.

Oracle Fusion Cloud HCM, Learning and Onboarding

Cloudworks, Canada – Specialist Jan 2016 – Mar 2019

Prepared the Onboarding and Learning module as an Employee Self-Serve, as a Manager Self-Serve and an Administrator

Oracle Fusion Cloud HCM, Absence Management with Payroll Integration

AST Corporation - Sr. Principal Consultant, Calgary, Canada Apr 2019 – July 2019

Collaborated with client to acquire requirement on Absence module thereby impacting 200 locations across US and Canada

Siemens - Global Material and Production Planner – Contract Nov 2015 – Jan 2016

Timex, Canada, Demand Planning Specialist – Contract Feb 2014 – Mar 2015

Responsible for demand management and forecasting

Mondelez International Network Production Planner – Contract Oct 2012 – Jan 2014

Responsible for Production Planning and Process analyses

Unilever Canada, Demand Planner – Contract Aug 2011 – Mar 2012

Responsible for Forecasting and cross functional Collaboration

PROFESSIONAL DESIGNATIONS

Canadian Securities Commission – CSC Part 1 2025

Chartered Life Underwriter- CLU 2024

LLQP licence 2019

Certified Professional Forecaster – International Business Forecasting, (IBF) New York 2013

Motorola Solutions - Lean Six Sigma – Green Belt 2013

CFP designation - Plan to complete 2026

EDUCATION and PROFESSIONAL DEVELOPMENT

Humber College - Supply Chain Management

Master’s in Business Administration – Business Management, University of Leicester, England, UK

Bombay University - Bachelor of Commerce in Business Management

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