Sharol Chand
Vancouver,BC
Summary
Results-driven Insurance Advisor with extensive experience, specializing in insurance sales and client service management. Proven expertise in financial planning and CRM management, consistently delivering customized solutions that boost client satisfaction and drive business growth. Skilled in leveraging Salesforce to optimize processes and enhance operational efficiency.
Overview
15
15
years of professional experience
Work History
Insurance Advisor
Canada Protection Plan, Foresters Financial
Toronto, ON
10.2022 - 09.2025
- Delivered personal and corporate insurance solutions to clients through digital platforms.
- Managed inbound calls and emails, initiating warm outbound sales prospecting.
- Conducted comprehensive insurance needs analysis, recommending tailored solutions.
- Prepared detailed illustrations and product comparisons for client presentations.
- Processed insurance applications, ensuring compliance with all requirements and disclosures.
- Coordinated ordering of medical records and attending physician statements.
- Maintained regular updates and follow-ups with clients and internal departments.
- Utilized Salesforce to manage all phases of the insurance process.
Insurance Advisor
Manulife
Toronto, ON
04.2022 - 09.2022
- Delivered Health & Dental and Travel Insurance solutions through remote collaboration with clients.
- Managed inbound communications and initiated outbound prospect sales calls to generate leads.
- Conducted needs analysis to recommend customized insurance solutions tailored to client requirements.
- Prepared product illustrations and comprehensive comparisons for informed client decision-making.
- Processed insurance applications, ensuring compliance with regulations and timely delivery of policies.
- Ordered medical records and collected necessary documentation for underwriting purposes.
- Maintained client relationships through consistent updates and coordination with internal departments.
- Utilized Salesforce to oversee all phases of the insurance process efficiently.
Insurance Advisor, Group Benefits Consultant
SHAROLCHAND.CA
Vancouver, BC
05.2021 - 04.2022
- Founded independent virtual insurance practice delivering personal and corporate insurance solutions.
- Conducted comprehensive needs analysis for clients, recommending tailored insurance options.
- Prepared detailed illustrations, product comparisons, and financial plans to assist decision-making.
- Processed applications and compliance documentation, ensuring timely policy delivery.
- Coordinated medical examinations and obtained attending physician statements as required.
- Maintained regular updates and follow-ups with clients and advisors to ensure satisfaction.
- Executed client call rotations, enhancing prospecting efforts and expanding client base.
Investment Representative, Trader
Qtrade, Aviso Wealth
Vancouver, BC
07.2020 - 04.2021
- Collaborated with Canada’s top online direct brokerage to enhance client trading and service experience.
- Educated customers on investment accounts while providing timely updates on market trends.
- Responded promptly to inquiries via telephone, chat, and email with professionalism and compliance.
- Processed trade orders by accurately calculating client buying power, commissions, and conversions.
- Obtained necessary authorizations prior to executing client orders while liaising with appropriate departments.
- Facilitated account documentation discussions, ensuring completion of all required forms by clients.
- Maintained comprehensive knowledge of stock, bond, and options exchanges along with associated information systems.
- Identified administrative issues and proposed service quality improvements based on findings.
Insurance Advisor, Sales and Marketing Rep.
Raymond James Financial Planning Ltd.
Vancouver, BC
01.2019 - 04.2019
- Facilitated insurance strategies and financial plans for high-net-worth families and business owners.
- Prepared comprehensive financial and estate plans utilizing NaviPlan software.
- Developed client meeting materials, including tailored recommendations and presentations.
- Provided precise insurance quotes and tax information to clients and brokers.
- Managed life insurance policies, segregated funds, and annuities from issuance to completion.
- Collaborated with insurance wholesalers to enhance product knowledge and offerings.
- Executed marketing campaigns, including 'Lunch and Learn' sessions for Financial Advisors.
- Maintained strong client relationships through regular communications and support for inquiries.
Associate Insurance Advisor, Investment Representative
HollisWealth
Vancouver, BC
07.2015 - 12.2018
- Managed insurance block of business for firm, collaborating with four Portfolio Managers.
- Increased insurance sales through opportunity identification within client book.
- Created comprehensive insurance proposals and sold various insurance products.
- Hired and trained new team members to enhance overall team performance.
- Achieved top ranking in insurance sales across Canada for two consecutive years.
- Facilitated client needs analysis and recommended tailored insurance solutions.
- Prepared and processed all insurance applications, ensuring compliance with regulations.
- Coordinated investment account management, including trades and documentation.
Investment Representative, Client Service Manager
HollisWealth
Vancouver, Canada
04.2011 - 12.2014
- Managed comprehensive client service, sales, operations, and administration for a boutique firm.
- Served as primary contact for all client communications, maintaining superior service standards.
- Assisted clients with investment and insurance inquiries, processing related transactions efficiently.
- Coordinated account transfers and financial activities like PACs, SWPs, and EFTs seamlessly.
- Led team meetings and delegated tasks to ensure alignment with firm objectives.
- Prepared financial plans via NaviPlan and facilitated detailed presentations for reviews.
- Implemented client service initiatives and marketing strategies, enhancing overall firm visibility.
- Created policies to streamline business operations and ensure regulatory compliance.
Investment Representative
IPC Investment Corporation
Burnaby, BC
06.2010 - 04.2011
- Assisted Investment Advisor in managing business block focused on client service and sales.
- Opened new investment accounts and serviced existing client accounts efficiently.
- Processed all mutual fund transactions, including buys, sells, and switches.
- Coordinated account transfers, PACs, SWPs, and EFTs to enhance operational flow.
- Prepared and processed investment and leveraged account documentation accurately.
- Managed insurance applications and segregated fund documents for compliance.
- Followed up on all transactions and client documentation to ensure account integrity.
- Facilitated client call rotations, including cold calling, to drive engagement.
Education
Certified Health Insurance Specialist (CHS) -
Advocis - Currently Pursuing
10.2025
Life License Qualification Program (LLQP) -
IFSE Institute
Conduct and Practices Handbook Certificate (CPH) -
CSI Global Education Inc.
Canadian Securities Certificate (CSC) -
CSI Global Education Inc.
Financial Services Management Diploma -
Douglas College
High School Diploma -
Windermere Secondary School
Skills
- Account & Client Service Management
- Insurance Sales
- Financial Planning
- Trading & Portfolio Management
- Holistic Planning
- CRM Management
- Business Development
- Operations
- Project Management
- Social Media & Marketing
- Hiring & Training
- Website Creation/Maintenance
- Investment/Insurance Administration
- Dataphile
- NaviPlan
- Maximizer
- Salesforce
- Various Insurance Carrier Platforms
Hobbies and Interests
- Spending time with friends and family
- Fitness
- Pilates
- Yoga
- Meditation
- Traveling
- Reading
- Investing
Timeline
Insurance Advisor
Canada Protection Plan, Foresters Financial
10.2022 - 09.2025
Insurance Advisor
Manulife
04.2022 - 09.2022
Insurance Advisor, Group Benefits Consultant
SHAROLCHAND.CA
05.2021 - 04.2022
Investment Representative, Trader
Qtrade, Aviso Wealth
07.2020 - 04.2021
Insurance Advisor, Sales and Marketing Rep.
Raymond James Financial Planning Ltd.
01.2019 - 04.2019
Associate Insurance Advisor, Investment Representative
HollisWealth
07.2015 - 12.2018
Investment Representative, Client Service Manager
HollisWealth
04.2011 - 12.2014
Investment Representative
IPC Investment Corporation
06.2010 - 04.2011
Certified Health Insurance Specialist (CHS) -
Advocis - Currently Pursuing
Life License Qualification Program (LLQP) -
IFSE Institute
Conduct and Practices Handbook Certificate (CPH) -
CSI Global Education Inc.
Canadian Securities Certificate (CSC) -
CSI Global Education Inc.
Financial Services Management Diploma -
Douglas College
High School Diploma -
Windermere Secondary School