RAVIKUMAR PATEL
Scarborough,ON
Summary
Motivated and results-driven Life Insurance Adviser with over 2 years of experience providing tailored insurance solutions, building long-term client relationships, and exceeding sales targets. Strong knowledge of insurance products and financial planning, with a commitment to client education and trust. Open to opportunities in Canada’s insurance and financial services sector.
Overview
9
9
years of professional experience
Work History
Life Insurance Adviser
World Financial Group
Halifax, NS
05.2023 - 12.2025
- Assisted clients in selecting suitable life insurance products based on individual needs and financial goals.
- Provided clients with clear explanations of policy terms, coverage options, and premiums.
- Tracked and managed client accounts, ensuring all insurance policies were in compliance with Canadian insurance regulations and company standards.
- Coordinated claims handling for clients, providing guidance through the process and ensuring timely resolution of claims.
- Participated in client meetings, taking notes and following up with detailed summaries and next-step actions.
- Build and maintain a loyal client base through exceptional customer service and regular follow-ups.
Outbound Call Center Agent
Kotak Life Insurance
Ahmedabad, Gujarat
06.2017 - 07.2018
- Conducted outbound calls to potential clients to promote and sell life insurance products, ensuring adherence to industry regulations and compliance standards.
- Effectively educated customers on various policy options, benefits, and coverage, leading to a high conversion rate.
- Consistently exceeded sales targets by offering personalized insurance solutions that matched customer needs, addressing objections with clarity, and resolving queries promptly.
Education
LLQP Certification
04-2023
Training - Life insurance & Investment Products
Diploma in General Business
Conestoga College Institute of Technology And Advanced Learning
Kitchener08-2020
Bachelor of Business Administration
KSV University
04-2017
Skills
- Customer service excellence
- Excellent communication and negotiation
- Conflict resolution and problem solving
- Multitasking & Time management
- Attention to detail
- Technical proficiency
Timeline
Life Insurance Adviser
World Financial Group
05.2023 - 12.2025
Outbound Call Center Agent
Kotak Life Insurance
06.2017 - 07.2018
LLQP Certification
Training - Life insurance & Investment Products
Diploma in General Business
Conestoga College Institute of Technology And Advanced Learning
Bachelor of Business Administration
KSV University