Summary
Overview
Work History
Education
Skills
Tel
Job Application
Timeline
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Sheldon Dick

Sheldon Dick

Courtice,Ontario

Summary

Proven expertise in insurance products, service and customer needs. 15+ years of sales, marketing and customer service experience. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

11
11
years of professional experience

Work History

Licensed Insurance Agent

RBC Insurance
01.2023 - Current
  • Assess client insurance needs, Recommend and provide adequate insurance products, Acquire new/prospect clients, Prepared accurate home & auto insurance quotes using MVR & Autoplus reports, Consistently meet and exceed monthly sales targets, Refer quality clients to RBC’s various life & living benefits products, General licensed level 1 in ON, AB, NS, NB, SK, PEI & BC

Inside Sales Agent

Allstate Insurance
08.2021 - 12.2022
  • Assess client insurance needs, Recommend and provide adequate insurance products, Manage existing book business and acquire new/prospect clients, Prepared accurate home & auto insurance quotes using MVR & Autoplus reports, Consistently meet and exceed monthly sales targets, General Insurance level 1 licensed in ON, AB, NS, & NB

Insurance Analyst/Facilitator

TD Insurance
03.2019 - 08.2021
  • Connect with clients through discovery to better understand their life events and offer comprehensive insurance advice that aligns to their current and changing needs, Develop and deepen client relationships, Contribute to and be accountable for team sales success through the achievement of my own sales goals, Consistently exceeded monthly KPI targets and metrics, Review business needs and changes

Inside Sales

Future Buildings
06.2018 - 02.2019
  • Independently uncover new commercial, residential and governmental sales opportunities in North America, Close sales over the phone, in person or via the internet, Analyze environmental factors which needs to be considered in building design, Read and create customized conceptual designs and drawing

Sr. Marketing Consultant

Multiview, Inc.
07.2013 - 06.2018
  • Manage leads and drive the full sales cycle from introductory calls to closing deals, Assess client’s advertising needs (over the phone and email) and build a campaign that best suits their industry message in the association specific digital media produced by MultiView by asking questions to access their pain points, Participate in management meetings and take responsibility for sales improvement initiatives and other assigned action items, Update and manage accurate information in the CRM application for all of your assigned accounts

Education

Graphic Design Introductory Certificate - Graphic Design

George Brown College
Toronto, ON
05.2001

Skills

  • Excellent interpersonal skills
  • Exceptional command of the English language (oral and written)
  • Analytical and mathematically inclined
  • Outstanding organizational skills
  • Versed in all Microsoft Windows applications and various CRMs
  • Email Marketing
  • New Agent Training
  • Insurance Sales Strategy
  • Client Service
  • Client Account Management
  • Client Relationship Management
  • Professional Networking
  • Client Retention
  • CRM Software
  • Customer Service
  • Negotiation
  • Upselling
  • New Client Acquisition
  • Marketing Strategies

Tel

(647)239-1382

Job Application

Insurance Broker – Personal Insurance Sales

Timeline

Licensed Insurance Agent

RBC Insurance
01.2023 - Current

Inside Sales Agent

Allstate Insurance
08.2021 - 12.2022

Insurance Analyst/Facilitator

TD Insurance
03.2019 - 08.2021

Inside Sales

Future Buildings
06.2018 - 02.2019

Sr. Marketing Consultant

Multiview, Inc.
07.2013 - 06.2018

Graphic Design Introductory Certificate - Graphic Design

George Brown College

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Sheldon Dick