Gaurav Shah
41 Vinci Cres, North York,ON
Summary
Confident and Persuasive Licensed Insurance Advisor with expertise in assessing client needs and advising on coverage options. Energetic and communicative professional with 2 years of experience. Dedicated to developing meaningful client relationships though rapport building and offering best solutions for coverage. Licensed in Ontario and Rest of Canada Provinces.
Overview
5
5
years of professional experience
Work History
Licensed Insurance Advisor | Home & Auto
RBC Royal Bank Of Canada
07.2022 - Current
- Conducted thorough client needs assessments to understand individual insurance requirements and financial goals.
- Using active and silent discovery skills to offer multiple products and services we offer including life, health, home & auto insurance.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Developed and implemented personalized insurance plans to meet clients' coverage needs and budget constraints.
- Maintained strong relationships with clients by providing exceptional customer service and ongoing policy reviews.
- Collaborated with underwriters to negotiate favorable terms and rates for clients.
- Stayed updated on industry trends, product offerings, and regulatory changes to provide informed recommendations
- Consistently worked on sales targets through proactive sales techniques and effective relationship building.
- Processed insurance applications efficiently and accurately
- Maintained Level 2 Underwriting Authority within company by clearing all audit results.
- Licensed in Ontario and Rest of Canada
Sales Supervisor | Freedom, Mobile
Vyadom Inc
02.2021 - 12.2023
- Successfully increased employee retention with a positive work environment
- Administered daily operations to ensure policies were adhered to by sales staff
- Cultivated strong business relationships with customers to drive business
- Increased sales through various platforms like Statflo.
Retail Sales Specialist | Freedom, Mobile
Vyadom Inc
08.2019 - 02.2021
- Sell company products and ser vices to clients.
- Answered questions about store policies and concerns to support positive customer experiences.
- Improved operational efficiencies while managing customers requests, store inventor y, transactions, new purchase orders and pricing needs.
- Greeted customers, helped locate merchandise and suggested suitable options.
- Identify potential client accounts for new sales and resolve client problems.
- Ordered expected inventor y needed, maintained inventory accurately and handling cash and making deposits.
- Also won sales contest within company amongst 40 employees.
Field Marketing Representative | BMO MasterCard
Kognitive Marketing
03.2019 - 08.2019
- Achieved expectations consistently on performance reviews.
- Supported customers continuously from sales process to product set-up and use.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Exceeded sales goal to increase the revenue and facilitate selling of BMO Airmiles MasterCard, BMO SPC Airmiles MasterCard And BMO Cashback MasterCard
Education
Post-Graduate Certificate - Financial Planning
George Brown College
Toronto, ON08.2020
Post-Graduate Certificate - Marketing Management-Financial Services
George Brown College
Toronto, ON12.2019
Master Of Commerce - Accounting
Kishinchand Chellaram College
Mumbai University04.2018
Bachelor of Commerce - Accounting And Finance
K.P.B Hinduja College Of Commerce
Mumbai University04.2016
Skills
- Goal-Oriented
- Advanced knowledge on Guidewire and SalesForce Application
- Sales Expertise
- Policy analysis and Underwriting
- Handling Database
- Customer Service
- Quotes and sales
- Customer follow-up and Rapport Building
- Client Relations
- Client needs analysis
- Client Retention
Languages
English
Gujarati
Hindi
Marathi
Timeline
Licensed Insurance Advisor | Home & Auto
RBC Royal Bank Of Canada
07.2022 - Current
Sales Supervisor | Freedom, Mobile
Vyadom Inc
02.2021 - 12.2023
Retail Sales Specialist | Freedom, Mobile
Vyadom Inc
08.2019 - 02.2021
Field Marketing Representative | BMO MasterCard
Kognitive Marketing
03.2019 - 08.2019
Post-Graduate Certificate - Financial Planning
George Brown College
Post-Graduate Certificate - Marketing Management-Financial Services
George Brown College
Master Of Commerce - Accounting
Kishinchand Chellaram College
Bachelor of Commerce - Accounting And Finance
K.P.B Hinduja College Of Commerce
Similar Profiles
Daria YurovaDaria Yurova
Banking Advisor at RBC Royal Bank of CanadaBanking Advisor at RBC Royal Bank of Canada
DILPREET KAURDILPREET KAUR
Financial Advisor at RBC- Royal Bank of CanadaFinancial Advisor at RBC- Royal Bank of Canada
Vaibhavi JoshiVaibhavi Joshi
Sr. DevOps Engineer at Royal Bank of Canada, RBCSr. DevOps Engineer at Royal Bank of Canada, RBC
Shakir HectorShakir Hector
Premier Banker at RBC Royal Bank of CanadaPremier Banker at RBC Royal Bank of Canada
Shahram Asghar ZadehShahram Asghar Zadeh
Cook at MyselfCook at Myself