Garinder Nirbain
Surrey,Canada
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Sales Development Specialist
Manulife
03.2023 - Current
- Developed strong relationships with advisors by doing outbound reach.
- Helped advisors with their work by case consultations, product information, and support.
- Kept ongoing relationships with advisors and followed up with them regularly.
- Helped maximize overall performance in a territory by cold-calling.
- Engaged in teamwork with peers to strategize how to target advisors.
- Hosted meetings over MS teams and discussed various products such as Whole-life, Universal Life, Critical Illness, and many more.
Member Banking Specialist
Coast Capital Savings
11.2022 - 12.2022
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Provided Financial advice on various types of products such as Mutual Funds and RRSPs.
- Helped the frontline with customer transactions and much more.
Financial Advisor
Hero Life Insurance
11.2021 - 11.2022
- Engaged with clients by doing cold calls to help them find their Life Insurance needs
- Created comprehensive plans with insurance products and presented them to clients
- Demonstrated effective sales process through discovery, client needs analysis, and closing
- Has also demonstrated hitting monthly sales targets and has even hit over the targets
- Great at keeping a long-term relationship with clients.
- Was a self-employed advisor under a partnership contract agreement. Shared overhead monthly expenses such as marketing costs.
Financial Advisor
Specialty Life Insurance
03.2020 - 09.2021
- Engaged with clients by doing cold calls to help them find their Life Insurance needs
- Created comprehensive plans with insurance products and presented them to clients
- Demonstrated effective sales process through discovery, client needs analysis, and closing
- Has also demonstrated hitting monthly sales targets and has even hit over the targets
- Great at keeping a long-term relationship with clients.
Investment Specialist
Westgroup Financial Management Inc
11.2019 - 05.2020
- Helping Families, Individuals and Corporations create a Holistic Financial Plan by Implementing Investment and Insurance Strategies to mitigate exposure to Taxes and Creating Wealth
- Westgroup Financial provides full-service Estate Planning, Retirement Planning, Wealth Protection and Investments including RRSP's, RESP's, TFSA's, Guaranteed Income Funds, Segregated Funds, and Private Wealth Management.
Education
Bachelor's degree - Real Estate
Thompson Rivers University
12.2025
Diploma - Urban Land Economics
UBC Sauder School of Business
12.2024
Diploma - Financial Planning
British Columbia Institute of Technology
01.2019
Skills
- Financial Analysis
- Problem Solving
- Sales Processes
- Cold-Calling
- Social Media Outreach
- Industry Expertise
- Negotiation Tactics
- Pipeline Management
- Objection Handling
Certification
- Life-License Qualification Program (LLQP)
- Canadian Securities Course
Languages
English
Native or Bilingual
Punjabi
Timeline
Sales Development Specialist
Manulife
03.2023 - Current
Member Banking Specialist
Coast Capital Savings
11.2022 - 12.2022
Financial Advisor
Hero Life Insurance
11.2021 - 11.2022
Financial Advisor
Specialty Life Insurance
03.2020 - 09.2021
Investment Specialist
Westgroup Financial Management Inc
11.2019 - 05.2020
Bachelor's degree - Real Estate
Thompson Rivers University
Diploma - Urban Land Economics
UBC Sauder School of Business
Diploma - Financial Planning
British Columbia Institute of Technology
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