Hi, I’m
Panashe Kadzima
Kitchner,ON
Summary
Proven Financial Advisor Trainee at SunLife Financials, adept in client retention and problem-solving, enhanced customer engagement through clear financial explanations. Excelled in building professional networks, achieving high client retention with exceptional customer service and teamwork skills. Demonstrated expertise in client needs analysis and upselling, contributing to business growth.
Overview
3
years of professional experience
1
Certification
Work History
SunLife Financials
Financial Advisor Trainee
04.2023 - 08.2023
Job overview
- Handled sensitive client information with discretion, adhering strictly to confidentiality policies at all times.
- Clarified complex financial concepts for clients through clear explanations and visual aids, enhancing their understanding and engagement in the financial planning process.
- Increased referral business by fostering strong professional networks and maintaining excellent communication with existing clients.
- Achieved high levels of client retention through proactive relationship management and exceptional customer service.
Optima Communications International Inc
Insurance Specialist
03.2022 - 12.2022
Job overview
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Processed eligibility and benefits verification and authorization requests.
- Handled tracking of payment delays, denial resolutions and extension requests.
- Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
American Income Life Insurance Company
Imsurance Agent
01.2021 - 03.2022
Job overview
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Education
Ontario Fire Academy, Orangeville, ON
NFPA 1001 & NFPA 1072
09.2022
Skills
- Customer service
- Teamwork and collaboration
- Time management
- Problem-solving skills
- Client needs analysis
- Client retention
- Upselling
- Email marketing
Languages
English
Native or Bilingual
Spanish
Limited Working
French
Elementary
Certification
LLQP license for insurance
IFC mutual funds (still in progress)
Psychology First Aid
Level C first aid and CPR
Timeline
Financial Advisor Trainee
SunLife Financials
04.2023 - 08.2023
Insurance Specialist
Optima Communications International Inc
03.2022 - 12.2022
Imsurance Agent
American Income Life Insurance Company
01.2021 - 03.2022
LLQP license for insurance
IFC mutual funds (still in progress)
Psychology First Aid
Level C first aid and CPR
Ontario Fire Academy
NFPA 1001 & NFPA 1072
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