Maryam Molasalehi
Newmarket,ON
Summary
Dedicated professional with strong insurance product expertise and effective communication skills. Known for building relationships and providing tailored solutions that align with clients' financial goals, ensuring compliance with industry regulations.
Overview
21
21
years of professional experience
2
2
Certifications
Work History
Life Insurance Agent
One for all Holdings inc.
Mississauga, Ontario
03.2024 - 01.2026
- Assisted clients in understanding life insurance products and options.
- Processed policy applications and ensured accurate documentation.
- Scheduled appointments and followed up with clients on policy updates.
- Attended training sessions to enhance product knowledge and service skills.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Communicated with clients to understand needs and identify best policies for each case.
- Obtained underwriting approval by completing application for coverage.
- Upsold products to policyholders and potential new clients.
- Exceeded company sales goals for new policies.
- Conducted policy reviews to identify opportunities for additional coverage or adjustments.
- Stayed current with life insurance market trends and regulatory changes.
- Sold life insurance policies via telephone or other digital platforms.
Life Insurance Sales Agent
Speciality Life insurance
Concord, Ontario
12.2018 - 02.2024
- Assisted clients in understanding life insurance products and options.
- Processed policy applications and ensured accurate documentation.
- Educated clients about policy terms and benefits during consultations.
- Utilized customer relationship management software to track client interactions.
- Scheduled appointments and followed up with clients on policy updates.
- Attended training sessions to enhance product knowledge and service skills.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Obtained underwriting approval by completing application for coverage.
- Conducted needs analysis to determine appropriate policy solutions.
Insurance Agent
IDC world
Markham, Ontario
06.2005 - 11.2018
- Developed customized insurance plans based on client needs and preferences.
- Educated clients on various insurance products and their benefits.
- Maintained accurate client records using customer relationship management software.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Education
Bachelor of Science - Business Administration And Management
University of Toronto
Toronto09-2006
Bachelor of Science - Business Administration And Management
University of Tehran
Tehran, Iran09-1980
Skills
- Customer relationship management
- Insurance compliance
- Underwriting submissions
- Risk assessment
- Effective communication
- Relationship building
- Insurance sales strategy
- Insurance product expertise
- Insurance sales expertise
- Referral generation
Languages
English
Professional
Persian
Professional
Certification
LLQP (life and Accidental)
Accomplishments
Top performer, 2023-2024 -2025 exceded sales target and client retention
Affiliations
Volunter breakfast club for kids,2023-2025
References
References available upon request.
Timeline
Life Insurance Agent
One for all Holdings inc.
03.2024 - 01.2026
Life Insurance Sales Agent
Speciality Life insurance
12.2018 - 02.2024
Insurance Agent
IDC world
06.2005 - 11.2018
Bachelor of Science - Business Administration And Management
University of Toronto
Bachelor of Science - Business Administration And Management
University of Tehran