Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Lovedeep Kaur

Halifax

Summary

Dynamic professional with expertise in sales and risk assessment, honed at Best Buy. Proven track record in enhancing team performance and client satisfaction, achieving a 90% improvement in customer satisfaction. Strong communication skills and continuous learning drive success in financial advising and long-term care planning.

Overview

3
3
years of professional experience

Work History

Shift Manager

FMi
09.2024 - Current
  • Trained new employees on company policies, procedures, and job responsibilities, ensuring seamless integration into the team.
  • Improved overall team performance by effectively delegating tasks and providing clear instructions.
  • Promoted a positive work environment through open communication and constructive feedback.

Omni Specialist

Best Buy
09.2024 - 01.2025
  • Followed all company policies and procedures to deliver quality work.
  • Restructured customer service process, ensuring quicker response times.
  • Increased efficiency by automating routine tasks with software solutions.
  • Analyzed sales data to identify trends and adjust marketing strategies accordingly.

Financial Advisor

WFG, World Financial Group
05.2022 - 12.2024
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Advised clients on a variety of financial products such as stocks,bonds,mutual funds and insurance,
  • partnered with clients to resolve any customer service and security issues resulting in improved customer satisfaction by 90% and reduced customer complaints by over 65%.
  • consulted with 14 clients to ensure their requirements and needs were being met, created financial plans for 18 clients using multiple software applications.

Education

High School Diploma -

Cdi College
Montreal, QC
12-2022

Skills

  • Sales expertise
  • Risk assessment
  • Insurance sales
  • Long-term care planning
  • communication skills
  • continuous learning

Languages

Punjabi
English
Hindi

Timeline

Shift Manager

FMi
09.2024 - Current

Omni Specialist

Best Buy
09.2024 - 01.2025

Financial Advisor

WFG, World Financial Group
05.2022 - 12.2024

High School Diploma -

Cdi College

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Lovedeep Kaur