Summary
Overview
Work History
Education
Skills
Languages
Certification
Accomplishments
Work Availability
Affiliations
Quote
Software
Interests
Timeline
Generic
Jalpa Bhavsar

Jalpa Bhavsar

Niagara Falls,ON

Summary

Motivated License Broker of Finance working with industry more than 8 years. Action-oriented , team player, expert in recruiting, training individual. Collaborates closely with clients to optimize specialty financial plans and profitable outcomes.

Overview

12
12
years of professional experience
3
3
Languages

Work History

Clinic Coordinator & Owner

Mountain Medical Walk-In Clinic
06.2023 - Current
  • Enhanced clinic efficiency by coordinating staff, doctors schedules and arranged biweekly board of directors meeting.
  • Maintained adequate stock of medical supplies, equipments and vaccine orders.
  • Ensured compliance with healthcare regulations by staying up-to-date on industry standards and implementing necessary changes.
  • Set appointments for patients and reached out to reschedule appointments & follow up with Dynacare.
  • Increased patient retention rate through proactive follow-up calls after appointments & Google review.

Finance Director

World Financial Group, Inc.
05.2016 - Current
  • Assisted with recruiting, interviewing, and hiring new advisors and providing training.
  • LLQP license holder and 28 license financial advisor working under my brokerage.
  • Mentored junior finance team members, fostering a culture of continuous learning and professional development within the company.
  • Successfully managed multiple audits, ensuring accurate financial information was presented to external parties without discrepancies or delays.
  • Deal with Customer complaints and FSRA audits.

SAP Technical Specialist

Maple Leaf Foods
01.2012 - 05.2016
  • Improved system efficiency by implementing SAP best practices and optimizing performance.
  • Implemented effective change management strategies during major system upgrades, facilitating smooth transitions while minimizing downtime for users.
  • Trained team members on SAP technologies and methodologies, fostering a collaborative environment for knowledge sharing and skill development.
  • Reduced errors and increased data accuracy by implementing robust validation checks and automating manual tasks in SAP systems.
  • Collaborated with cross-functional teams to ensure seamless integration of SAP modules within the organization''s infrastructure.

Education

LICENSE LLQP-Life License Qualification Program - Financial Services And Insurance

Durham College
Oshawa, ON
05.2016

Master of Science - Biotechnology

Veer Narmad South Gujarat University
Udhana - Magdalla Rd, Surat, Gujarat 395007, India
12.2010

Skills

  • Employee Recruitment and Hiring
  • Employee Work Scheduling
  • Staff Supervision
  • Recruitment and hiring
  • Client Relationship Management
  • Customer Service
  • Team Building Leadership
  • Appointment Scheduling

Languages

English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual

Certification

LLQP - LICENSE FINANCIAL ADVISOR

Accomplishments

Lead 32 life license agent & trained them which created more than 700k commission so far.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Affiliations

  • LLQP

Quote

IMPOSSIBLE itself says I M Possible.

Software

SAP

Interests

Reading

Painting

Cooking

Timeline

Clinic Coordinator & Owner

Mountain Medical Walk-In Clinic
06.2023 - Current

Finance Director

World Financial Group, Inc.
05.2016 - Current

SAP Technical Specialist

Maple Leaf Foods
01.2012 - 05.2016

LICENSE LLQP-Life License Qualification Program - Financial Services And Insurance

Durham College

Master of Science - Biotechnology

Veer Narmad South Gujarat University

Similar Profiles

CREATE PROFILE
Jalpa Bhavsar