Safa Sarfaraz
Brampton,ON
Summary
Dynamic Insurance Agent with a proven track record at Combined Insurance, excelling in customer relationship management and sales expertise. Adept at building rapport and counseling clients on financial decisions, I leverage strong communication skills to enhance client satisfaction and drive revenue growth. Committed to delivering exceptional service and fostering lasting relationships.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Agent
Combined Insurance
06.2023 - Current
- Build good rapport and relationships with members throughout their financial journey.
- Counsel individuals on financial decisions, such as investments, cash management, and estate planning.
- Developed, maintained, and utilized a diverse client base.
- Scheduled meetings with prospective clients to discuss available products and services.
Online Banking Specialist
Royal Bank of Canada
11.2019 - 04.2023
- Sought out extra training opportunities to enhance customer relationship management abilities.
- Meet customer call guidelines for service levels, handle time, and productivity.
- Performed various clerical duties by filing, faxing documents, and creating customer databases.
- Remote
Marketing Rep
Kognitiv
01.2019 - 06.2019
- Developed and maintained relationships with new and existing clients to increase sales revenue.
- Answered inquiries from prospective customers regarding features of products and services offered.
- Greeted and assisted customers to foster positive experiences.
Education
Diploma - Business Administration
Academy of Learning Career College
Brampton, ONSkills
- Quotes and sales
- Customer Relationship Management
- Form completion and submission
- Communication skills
- Product Management
- Sales Expertise
- Financial Advisor
- CRM
- Client relationship management
Certification
- Licensed LLQP insurance agent
Timeline
Insurance Agent
Combined Insurance
06.2023 - Current
Online Banking Specialist
Royal Bank of Canada
11.2019 - 04.2023
Marketing Rep
Kognitiv
01.2019 - 06.2019
Diploma - Business Administration
Academy of Learning Career College
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