Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
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JYOTHIS THOMAS

North Bay,Canada

Summary

Dynamic sales professional with a proven track record at American Income – Globe Life, excelling in lead generation and client relationship management. Adept in strategic planning and financial analysis, consistently surpassing sales targets while delivering exceptional customer service. Strong communicator and leader, skilled in utilizing digital tools to enhance operational efficiency.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Sales Representative

American Income – Globe Life, Paz Organization
North Bay, Canada
09.2024 - Current
  • Identified customer needs and recommended appropriate life insurance products to meet their coverage goals.
  • Built strong relationships with new and existing clients through consistent communication and excellent service.
  • Conducted product presentations, explained policy details, and clarified terms and conditions to help clients make informed decisions.
  • Followed up on leads, managed a personal sales pipeline, and consistently exceeded monthly sales targets.
  • Handled policy renewals, upselling, and cross-selling opportunities to maximize customer value and retention.
  • Maintained accurate records of client interactions using CRM software and ensured compliance with industry regulations.

Overnight Manager

Walmart
North Bay, Canada
07.2022 - 09.2024
  • As a part of the management team, I drove profitable sales through the achievement of sales and profit goals, budget management, and sales forecasts.
  • Learned to use various inventory related, and purchasing related software.
  • Helped the administrative team in managing and matching the invoices.
  • Proactively analyzed and utilized sales and financial reports, economic trends, and community needs to identify and respond to market changes.
  • Prioritize, delegate, and provide clear directions to associates.
  • Demonstrate company values by holding associates accountable through timely, honest, specific and respectful feedback and corrective action.
  • Leaded the team by conducting regular meetings and communicating operational directions.

Customer Service Department Manager

Walmart
North Bay, Canada
02.2021 - 07.2022
  • Co-ordinated effectively with a team to complete online orders by designated times, by picking and packing items ready for dispatch and delivering curb side parcels.
  • Provided a great level of customer service within a fast-paced environment.
  • Interacted professionally via telephone and directly with customers to aid and answer queries related to their online orders.
  • Experienced multi-tasker who organizes staging area of the orders and handles operations at the backroom as a backroom support.
  • Correctly documented and labeled all orders through interpretation and understanding documentation.
  • Conducted various inspections to maintain occupational health and safety.

Education

Post graduate diploma - Entrepreneurship Management

Canadore college
North Bay, ON
03.2022

Post graduate diploma - Logistics and Supply Chain Management

Canadore college
North Bay, ON
09.2021

Bachelor's in commerce - Finance

Kannur University
Kannur
04.2019

Skills

  • Microsoft Word
  • Microsoft Excel
  • Microsoft Office
  • Financial Analysis
  • Inventory Management
  • Purchasing
  • Invoice Tools
  • Critical Thinking
  • Strategic Planning
  • Attention to Detail
  • Communication
  • Leadership
  • Administrative Skills
  • Time Management
  • Work Ethics
  • Cold Calling
  • Warm Leads
  • Lead Generation
  • Prospecting
  • Digital Tools
  • E-signature Platforms
  • DocuSign
  • Zoom
  • Google Meet

References

  • Haby Mathew, +14168571696
  • Albin Sebastian, +17059785117

Certification

  • LLQP - Life License Qualification Program
  • Power equipment trained
  • Computer literate

Timeline

Sales Representative

American Income – Globe Life, Paz Organization
09.2024 - Current

Overnight Manager

Walmart
07.2022 - 09.2024

Customer Service Department Manager

Walmart
02.2021 - 07.2022

Post graduate diploma - Entrepreneurship Management

Canadore college

Post graduate diploma - Logistics and Supply Chain Management

Canadore college

Bachelor's in commerce - Finance

Kannur University
JYOTHIS THOMAS