Julie Jimmieson
Kelowna,BC
Summary
Driven professional with a track record of enhancing client satisfaction and increasing sales revenue at Canadian Scholarship Trust Plan as a top sales representative. Expert in insurance policy sales and building relationships, demonstrated through successful client account management and in-depth product knowledge. Achieved significant growth by focusing on needs assessment and prospecting clients, ensuring comprehensive client service and financial security.
Overview
14
14
years of professional experience
Work History
Life Insurance Agent
NextGen Wealth And Insurance Solutions
08.2022 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Sales Representative
Canadian Scholarship Trust Plan
08.2010 - Current
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
Education
Bachelor of Communication Studies -
University of Calgary
Calgary, ABBachelor's of Education -
University of Calgary
Calgary, ABSkills
- Insurance Policy Sales
- In-depth product knowledge
- Building Relationships
- Client Service
- Client Account Management
- Needs Assessment
- Prospecting clients
- Lead prospecting
- New Agent Training
- Social media proficiency
- Marketing initiatives
- Client Education
Timeline
Life Insurance Agent
NextGen Wealth And Insurance Solutions
08.2022 - Current
Sales Representative
Canadian Scholarship Trust Plan
08.2010 - Current
Bachelor of Communication Studies -
University of Calgary
Bachelor's of Education -
University of Calgary
Similar Profiles
Dave Emil Dela CruzDave Emil Dela Cruz
Cleaner at Nextgen Property Solutions LtdCleaner at Nextgen Property Solutions Ltd
Isaiah WilsonIsaiah Wilson
Implementation Specialist at NextGen Healthcare SolutionsImplementation Specialist at NextGen Healthcare Solutions
Amit DobhalAmit Dobhal
Project Manager at NextGen Techedge Solutions Pvt. Ltd.Project Manager at NextGen Techedge Solutions Pvt. Ltd.