Summary
Work History
Education
Skills
Timeline
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Sherie Nabavi

Calgary,AB

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking with extensive customer service,sales and administration abilities. Devoted to giving every customer a positive and memorable experience.

Work History

Life Insurance Advisor-Multi Province Licensed

Western Financial Group
Calgary, AB
2022 - 2023
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Upsold products to policyholders and potential new clients.
  • Responded to inquiries and explained product features and service advantages to potential customers.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Assisted customers in selecting the most appropriate coverage based on individual needs and budget constraints.
  • Managed relationships with existing clients by providing ongoing support and guidance regarding their policies and investment goals.

Customer Service Representative

PC Financial
Calgary, AB
2022 - 2022
  • Assisted customers with opening new accounts and setting up online banking services.
  • Cross-sold bank products such as chequing accounts and credit cards to existing clients.
  • Identified suspicious activity on account holders' accounts and reported any discrepancies to the immediately.
  • Educated customers about different types of banking services available .
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.

Sales Associate

Nordstrom
Calgary, AB
2021 - 2022
  • Greeted customers and provided exceptional customer service.
  • Processed transactions using a point-of-sale system.
  • Built relationships with customers to encourage repeat business.
  • Demonstrated product features and benefits for customers' needs.
  • Handled customer complaints in a professional manner.
  • Upsold additional items based on customer interests and needs.
  • Attended weekly team meetings to review performance goals and objectives.
  • Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
  • Built and maintained relationships with peers and upper management to drive team success.
  • Maintained records related to sales for store management.

Mortgage Agent

Mortgage Alliance
Toronto, ON
2016 - 2020
  • Maintained customer records, ensuring accuracy and completeness of all data.
  • Prepared loan applications for submission to lenders.
  • Developed relationships with clients by providing professional advice on mortgage products.
  • Negotiated with lenders to ensure competitive rates for clients.
  • Conducted financial assessments of applicants' creditworthiness and suitability for mortgages.
  • Provided guidance on the various types of mortgage options available.
  • Reviewed closing documents to ensure compliance with regulations.
  • Compiled documents required for loan approval such as tax returns and bank statements.
  • Responded promptly to inquiries from customers regarding their loans.
  • Coordinated activities between clients, lenders, lawyers, and other stakeholders involved in the process.
  • Updated job knowledge by participating in educational opportunities such as webinars or conferences.

Education

Life And General Insurance -

Ballad Group
Calgary
01.2022

Bachelor of Commerce - Management Major, Minor in Human Resources

Ryerson University
Toronto, ON
04.2012

Skills

  • Strong interpersonal skills
  • Needs analysis
  • Client Relationship Management
  • Client Service
  • Appointment Scheduling
  • Upselling strategies
  • Office Administration
  • MS Office
  • Reporting and documentation
  • Client Account Management
  • Problem-Solving
  • Reliable and punctual

Timeline

Life Insurance Advisor-Multi Province Licensed

Western Financial Group
2022 - 2023

Customer Service Representative

PC Financial
2022 - 2022

Sales Associate

Nordstrom
2021 - 2022

Mortgage Agent

Mortgage Alliance
2016 - 2020

Life And General Insurance -

Ballad Group

Bachelor of Commerce - Management Major, Minor in Human Resources

Ryerson University

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Sherie Nabavi