Proactive and solution-oriented sales professional with 7+ years of customer support experience. Dedicated to maintaining smooth, efficient, and highly productive operations within the insurance industry. LLQP certified, working towards IFIC.
Overview
6
6
years of professional experience
Work History
Advisor
Sun Life
07.2023 - Current
Built and maintained relationships with clients to discuss assets, expenses, and long-term and short-term goals to devise personalized financial plans and insurance recommendations
Utilized advanced financial planning tools and software to streamline processes and enhance client presentations.
Collaborated with cross-functional teams, including underwriters and legal professionals, to ensure seamless and compliant processing of client applications.
Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
Owner
Flourella.to
03.2020 - 05.2023
Negotiated contracts with vendors securing reduced pricing up to 25% below market value
Conducted research on client needs, market demand, and competitor analysis to determine best approach to promoting products and services
Processed over 30 daily transaction sales from order verification, package preparation, and logistic planning
Crafted conversion-focused campaigns on Facebook, Instagram, and TikTok that generated 72% sales revenue increase
Store Manager
Eternal VR Inc
02.2019 - 06.2022
Oversee strategy and workflow for a team of 5-8, leveraging a consistent approach to relationship building, recognition, and communication to generate continuously improved performance
Coordinate intricate calendars via Asana/Google Calendar for staff and supervisors, overseeing meetings – both virtually and in-person to generate successful collaborations
Organize discovery calls for companies in alignment with business to investigate and pitch partnerships
Perform in-depth market research in the technology field to uncover opportunities and become educated on competitor products to develop strategies for successful and accelerated sales
Ensure customer satisfaction by responding to all questions and challenges leading to a 99% satisfaction rate
Social Media Content Creator
Eternal VR Inc
09.2018 - 06.2022
Promote content on social platforms and monitor engagement (e.g., comments and shares)
Conduct keyword research and use SEO guidelines to optimize content and increase engagement by68%
Analyze KPI's to ensure the success of each platform content strategy across multiple campaigns
Create imagery through Canva, GIF's, memes, dynamic artwork, short-form videos, and active media assets
Pre-set, draft, and edited multiple social platform agendas on Hootsuite (Gmail, Facebook,
Instagram/IGTV, Twitter, and Tik Tok)
Sales Representative
Eternal VR Inc
06.2018 - 01.2019
Handle daily calls and inquiries, with duties including signing up new customers, touring venue,retrieving customer data, and presenting product information
Memorized entire line of company products and services, including prices/special discounts
Verify identification and documentation of guests
Assist customers with equipment set-up, monitor their progress, and provide basic technical support
Education
Bachelor of Arts (Honours) - Criminology and Justice
Tech University
Oshawa, ON
Skills
Customer Relationship Management
Sales Management
Social Media Marketing
Administrative Support
Timeline
Advisor
Sun Life
07.2023 - Current
Owner
Flourella.to
03.2020 - 05.2023
Store Manager
Eternal VR Inc
02.2019 - 06.2022
Social Media Content Creator
Eternal VR Inc
09.2018 - 06.2022
Sales Representative
Eternal VR Inc
06.2018 - 01.2019
Bachelor of Arts (Honours) - Criminology and Justice