Ashwani Kalia
Burnaby,BC
Summary
Dynamic insurance and real estate professional with a proven track record at Kalia Insurance and Financial Services. Expert in risk assessment and client relationship management, I excel in negotiating favorable terms and delivering tailored financial solutions. Committed to exceeding client expectations and driving successful outcomes in competitive markets. Skilled insurance agent with focus on customer service and policy management. Experience includes building client relationships, advising on coverage options, and maintaining up-to-date knowledge of industry changes. Strong problem-solving skills combined with ability to negotiate successfully have consistently contributed to team success. Noted for bringing creative solutions to complex situations in past roles.
Overview
30
30
years of professional experience
Work History
Insurance Agent
Kalia Insurance and Financial Services
Vancover, BC
05.2025 - Current
Real Estate Agent
Realty Alliance Inc.
Vancover, BC
05.2025 - Current
Real Estate Agent
Royal Lepage Global Force Realty
Vancover, BC
10.2020 - 05.2025
Realtor
Remax City
Vancover, BC
06.2016 - 10.2020
Realtor
Multiple Realty
Vancouver, British Columbia
04.2014 - 11.2015
- Advised clients on market trends and local real estate conditions, helping them make informed decisions.
- Prepared documents such as purchase agreements, deeds, leases and other legal documents related to real estate transactions.
- Maintained accurate records of all transactions from start to finish using specialized software programs.
- Provided guidance and support throughout the entire purchasing process from initial search through closing.
- Developed marketing plans to promote properties for sale, including listing ads in newspapers and websites.
- Negotiated contracts between buyers and sellers to reach agreement on price and terms of sales.
- Assisted clients in obtaining financing options such as mortgages or loans.
- Maintained current knowledge of laws governing real estate transactions in order comply with regulations.
- Organized open houses and other events to promote properties for sale.
- Responded promptly to customer inquiries via phone or email regarding available properties.
- Generated leads through networking activities, cold calling prospects, referrals.
Insurance Broker
North American Life/Manulife Financial
Vancouver, British Columbia
10.1995 - 03.2008
- Assisted clients in selecting appropriate coverage options for their needs.
- Provided advice on financial planning and insurance policies.
- Reviewed insurance policies periodically to make sure they meet customer needs.
- Followed up with clients regularly to ensure satisfaction with services provided.
- Identified cross-selling opportunities among existing customers.
- Built relationships with existing clients by providing exceptional service.
Education
High School Diploma -
Vancouver Community College
Vancouver, None08-1989
Skills
- Insurance policy analysis
- Risk assessment
- Client relationship management
- Market research
- Financial planning
- Sales negotiation
- Customer service
Languages
Punjabi
Native/ Bilingual
Hindi
Native/ Bilingual
Timeline
Insurance Agent
Kalia Insurance and Financial Services
05.2025 - Current
Real Estate Agent
Realty Alliance Inc.
05.2025 - Current
Real Estate Agent
Royal Lepage Global Force Realty
10.2020 - 05.2025
Realtor
Remax City
06.2016 - 10.2020
Realtor
Multiple Realty
04.2014 - 11.2015
Insurance Broker
North American Life/Manulife Financial
10.1995 - 03.2008
High School Diploma -
Vancouver Community College
Similar Profiles
Kelly PullenKelly Pullen
Associate Insurance Advisor at Harpe Insurance and Financial Services – Cooperators Insurance Group of CanadaAssociate Insurance Advisor at Harpe Insurance and Financial Services – Cooperators Insurance Group of Canada
ANTHONY J. GRIFFITHANTHONY J. GRIFFITH
Insurance Producer at State Farm Insurance, Alleyne Insurance and Financial ServicesInsurance Producer at State Farm Insurance, Alleyne Insurance and Financial Services
Jibin Jiji Mathew, QAFP, RISJibin Jiji Mathew, QAFP, RIS
Financial Services Representative at Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)Financial Services Representative at Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)
Jung Hwa (Alice) ShinJung Hwa (Alice) Shin
Manager Data Services at Global RelayManager Data Services at Global Relay
Jaydeep VyasJaydeep Vyas
Warehouse associate at United Parcel Service, UPSWarehouse associate at United Parcel Service, UPS