Harpreet Bains
Vancouver,BC
Summary
Experienced sales professional with territory management, customer engagement, and strategic planning. Utilizes collaborative approach to meet and exceed sales targets. Track record of fostering strong client relationships and driving regional growth.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Senior Regional Sales Consultant
The Co-operators Insurance
09.2017 - 10.2024
- Boosted regional sales by developing strategic client relationships.
- Enhanced revenue growth by identifying new business opportunities.
- Streamlined onboarding processes for new advisors by implementing standardized training modules.
- Strengthened brand presence, attending industry events and networking.
- Enhanced customer loyalty with consistent follow-up and engagement.
- Optimized sales cycle efficiency, reducing time to close deals.
- Developed strong client relationships for increased customer retention and long-term revenue growth.
- Provided exceptional customer service, addressing client concerns quickly and efficiently to ensure satisfaction and repeat business.
- Maintained a high level of industry knowledge by attending conferences, workshops, and networking events to stay ahead of emerging trends.
- Analyzed market data to develop targeted sales plans that maximized revenue generation in specific territories.
- Achieved top-performer status within the sales team by consistently meeting or surpassing performance metrics each quarter.
- Delivered engaging sales presentations that highlighted key features and benefits, leading to a higher conversion rate.
- Enabled company growth by consistently achieving and exceeding regional sales targets, contributing to a positive bottom line.
- Established trust with clients through transparency and clear communication during all stages of the sales process.
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints, and promote new offerings.
- Attended trade shows, conferences and seminars to promote Individual Life Insurance and develop new business opportunities.
- Managed accounts to retain existing relationships and grow share of business.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Regional Sales Manager
Canada Life
07.2011 - 05.2017
- Increased regional sales by implementing strategic marketing plans and nurturing key client relationships.
- Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
- Exceeded quarterly sales targets consistently by leveraging extensive product knowledge and effective selling techniques.
- Developed and maintained positive relationships with clients in assigned sales territories.
- Streamlined sales processes to improve efficiency, resulting in increased productivity and overall revenue growth.
- Consistently exceeded annual territory revenue goals by prioritizing high potential accounts and executing customized action plans.
- Ensured customer satisfaction by addressing inquiries promptly, resolving issues, and providing exceptional service.
- Analyzed competitor offerings to devise targeted sales pitches, effectively differentiating our products from competitors in the marketplace.
- Managed accounts to retain existing relationships and grow share of business.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
Life Marketing Specialist
CUMIS Life Insurance
01.2006 - 07.2011
- Built long-lasting partnerships with proactive communication and regular follow-ups.
- Strengthened client trust by consistently delivering exceptional service and support.
- Exceeded client expectations, providing timely responses and effective solutions.
- Facilitated seamless communication between clients and service departments, ensuring timely resolution of issues.
- Organized and participated in client appreciation events, fostering strong community and enhancing client loyalty.
Marketing Associate
Industrial Alliance
01.1995 - 12.2005
- Managed cross-functional projects, ensuring timely delivery of high-quality marketing materials.
- Planned and executed events and marketing programs to increase advisor loyalty
- Improved customer engagement, organizing and hosting successful promotional events.
- Established and managed relationships with advisors and MGA partners
- Monitored and controlled event expenditures to meet budgets.
- Supported senior leadership by developing status reports on activities related to planning, scheduling, cancellation, inquiries, resourcing, risk mitigation, and proposal development for various events.
- Developed & led facilitation for MGA administration staff training program
- Streamlined sales processes for improved efficiency and customer satisfaction.
- Supported sales team members in achieving individual goals and targets through coaching, mentoring, and guidance.
- Developed targeted promotional materials and campaigns.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to rollout specialized training for new technology and sales processes
Education
CLU
FP Canada
Marketing And Sales Management
KPU
Skills
- Sales strategy
- Customer relationship
- Revenue growth
- Networking skills
- Account management
- Sales presentations
- Customer retention
- Strategic partnerships
- Teamwork and collaboration
- Attention to detail
- Reliability
- Excellent communication
Accomplishments
Top Producer, Individual Life Wholesale Sales
Recognized for outstanding sales accomplishment
2020-2024
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Top Producer
Recipient of this award for exceeding yearly quotas
Certification
- Life License, Individual BC, AB, ON
- Advocis member since 2005
Timeline
Senior Regional Sales Consultant
The Co-operators Insurance
09.2017 - 10.2024
Regional Sales Manager
Canada Life
07.2011 - 05.2017
Life Marketing Specialist
CUMIS Life Insurance
01.2006 - 07.2011
Marketing Associate
Industrial Alliance
01.1995 - 12.2005
CLU
FP Canada
Marketing And Sales Management
KPU
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