Kothai Kannappan Murugappan
Calgary
Summary
Dynamic Sales Advisor and a software consultant with a proven track record at Axis Insurance, leveraging financial acumen and customer service skills to drive policy sales and build lasting client relationships. Expert in insurance sales strategy and CRM tracking, consistently exceeding sales targets through consultative techniques and strategic market analysis.
Overview
3
3
years of professional experience
Work History
Insurance Sales Advisor
Axis Insurance
06.2020 - 08.2021
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Developed sales strategies to increase sales of insurance policies.
- Followed up promptly with interested clients to close sales.
- Generated leads through cold-calling, networking and other outreach methods.
- Identified and solicited sales prospects in agency databases.
- Conducted research and identified market trends to develop better strategies for sales.
- Conducted annual reviews of existing policies to update information.
Sales Associate - Part Time
Husky Apparel - Saint Mary's University
10.2018 - 12.2019
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Engaged with customers to build rapport and loyalty.
- Solved customer challenges by offering relevant products and services.
- Answered customer questions about sizing, accessories, and merchandise care.
- Prepared merchandise for sales floor by pricing or tagging.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Used in-store system to locate inventory and place special orders for customers.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Listened to customer needs and desires to identify and recommend optimal products.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
Education
Master of Science - Computing And Data Analytics
Saint Mary's University
12-2019
Skills
- Financial acumen
- Goal oriented
- Insurance sales strategy
- Asset protection expertise
- CRM tracking
- Customer service
- Policy management expertise
- Appointment management
- Loss analysis
- Case study presentations
Languages
English
Timeline
Insurance Sales Advisor
Axis Insurance
06.2020 - 08.2021
Sales Associate - Part Time
Husky Apparel - Saint Mary's University
10.2018 - 12.2019
Master of Science - Computing And Data Analytics
Saint Mary's University
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