Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Licensed Life Insurance Agent
Specialty Life Insurance
06.2023 - Current
Maintained high standards of customer service by building relationships with clients.
Increased sales of life insurance products through tactical customer outreach.
Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Crafted clear, informative reports to explain life insurance policy features and benefits.
Store Manager
Deciem Inc, The Ordinary
10.2022 - 06.2023
Exceed the store’s sales plan with an average of +20% to plan and +40% over LY
Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
Provide leadership, coaching, and performance management
Manage the company’s highest volume store in North America
Assisted with hiring, training and mentoring new staff members.
Managed inventory control, cash control, and store opening and closing procedures.
Life Licensed Agent
World Financial Group
05.2022 - 06.2023
Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Analyzed customers' financial situations to recommend appropriate life insurance policies.
Expert/Sales Associate
Shoppers Drug Mart Burnaby, Beauty
04.2022 - 10.2022
Drove cosmetic sales and ensured customer service with beauty clienteling.
Boutique Manager
Shoppers Drug Mart Burnaby, British Columbia Beauty
01.2019 - 04.2022
Over achieved the department sales plan by +30% over LY and +22% YTD
Develop and execute annual event calendars
Kept morale high with high-energy, collaborative leadership style, regularly incorporating employee feedback and tapping employees for important projects.
Provide consultations and beauty services to meet the customers needs
Maintained Metrics above target including status of #1 department for assisted selling
Achieved a percentage of 85 % and above for OSAT customer surveys
Inventory Control and management.
Managed team of full-time and part-time staff, trained new workers and monitored performance.
Beauty Manager
Shoppers Drug Mart Nelson
02.2012 - 01.2019
Managed the human and financial resources of the store's cosmetics department
Ensure the store's cosmetic department objectives are achieved
Recruit qualified cosmeticians and oversee onboarding and training
Provide leadership, coaching, and performance management
Develop annual promotional and event calendar and local community outreach marketing plan
Ensured exceptional customer service and beauty clienteling
Stay up to date with products and promotions and guide staff to continually learn.
Beauty Manager
Shoppers Drug Mart
01.2011 - 02.2012
Duties as per listed above with the
same position.
Beauty Expert/Assistant Manager
Shoppers Drug Mart
11.2007 - 01.2011
Helped to ensure the
store's cosmetic objectives are achieved as part of the beauty team
Drove cosmetic sales and ensured exceptional customer service with retail beauty clienteling.
Education
No Degree - Esthetics
BLANCHE MACDONALD CENTRE
Vancouver, BC
06.2004
LLQP - LLQP
Durham College
Oshawa, ON
04.2022
Diploma - General Studies
Robert Bateman Secondary
Abbotsford, BC
06.2000
Skills
Self Motivated
Team Leader and Player
Policy Coverage Determinations
New Product Information
Customer Needs Assessments
Adaptable and Fast learner
Certification
Licensed in British Columbia - ICBC
Licensed in Alberta- AIC
Licensed in Ontario- FSRA
Timeline
Licensed Life Insurance Agent
Specialty Life Insurance
06.2023 - Current
Store Manager
Deciem Inc, The Ordinary
10.2022 - 06.2023
Life Licensed Agent
World Financial Group
05.2022 - 06.2023
Expert/Sales Associate
Shoppers Drug Mart Burnaby, Beauty
04.2022 - 10.2022
Boutique Manager
Shoppers Drug Mart Burnaby, British Columbia Beauty