Dhavalkumar Patel
Edmonton,Canada
Summary
Licensed insurance professional with over 10 years of consultative sales and client service experience, currently working as a Personal Insurance Advisor (Level 2 - P&C). Strong background in inside sales, needs-based selling, and relationship management. Proven ability to manage high-volume inbound and outbound sales conversations, build trust quickly, and consistently exceed performance targets. Bringing a client-first approach aligned with the Personal Benefits Consultant role.
Overview
12
12
years of professional experience
Work History
Personal Insurance Advisor
BrokerLink
Edmonton, AB
10.2025 - Current
- Manage high-volume inbound and outbound calls for Home and Auto insurance.
- Conduct detailed needs assessments to recommend customized coverage solutions.
- Prepare accurate quotes, explain policy details clearly, and close new business.
- Proactively follow up on pending quotes to maintain a strong sales pipeline.
- Build long-term client relationships to support retention and satisfaction.
Store Manager
Bell Canada / The Source
Edmonton, AB
09.2017 - 10.2025
- Led daily retail operations while consistently surpassing monthly and annual sales targets.
- Applied consultative selling techniques to recommend tailored products and services.
- Coached and developed team members to drive performance and customer satisfaction.
- Transformed the lowest-performing store into a top national performer within three months.
- Reduced operational shrink from 22% to 8% through improved controls.
Life Insurance Agent
Primerica
Alberta
06.2021 - 06.2023
- Held Alberta LLQP Life Insurance License.
- Sold individual life insurance policies through referrals and networking.
- Conducted client needs assessments and assisted with underwriting requirements.
- Educated clients on coverage options and recommended suitable protection solutions.
Assistant Manager
Best Buy Mobile
Edmonton, AB
12.2013 - 09.2017
- Supported sales operations in a fast-paced retail environment.
- Sold wireless contracts, protection plans, and warranty products.
- Assisted in training and motivating staff to achieve sales targets.
- Resolved customer concerns to ensure satisfaction and retention.
Education
Post Graduate Diploma - Marketing Management
Fanshawe College
CanadaBachelor of Science - Industrial Chemistry
Sardar Patel University
IndiaSkills
- Alberta General Insurance Licence - Level 2 (P&C)
- Previously Held LLQP Licence
- Inside Sales & Consultative Selling
- Inbound & Outbound Lead Management
- Client Needs Assessment & Solution-Based Selling
- Relationship Building & Client Retention
- CRM & Broker Systems: Epic, Webex, Cisco, Insurer Portals, Quoter Systems
- Consistently Exceeded Sales Targets
- 3-Time Top Performer in Canada
Languages
English
Hindi
Gujarati
Punjabi
Personal Information
Title: Personal Insurance Advisor
Timeline
Personal Insurance Advisor
BrokerLink
10.2025 - Current
Life Insurance Agent
Primerica
06.2021 - 06.2023
Store Manager
Bell Canada / The Source
09.2017 - 10.2025
Assistant Manager
Best Buy Mobile
12.2013 - 09.2017
Post Graduate Diploma - Marketing Management
Fanshawe College
Bachelor of Science - Industrial Chemistry
Sardar Patel University