Summary
Overview
Work History
Education
Skills
Languages
Licensingcertifications
Timeline
Generic
Simar Singh

Simar Singh

Bowmanville,ON

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

6
6
years of professional experience

Work History

Resource Officer

TD Insurance
12.2019 - Current
  • Taking proactive approach to discovering customer needs, active listening to understand what customers are asking for
  • Educating customer, providing relevant solutions and advice right product which fits their needs
  • Building long-standing relationship with clients
  • Helping new hires with complex accounts and coach them to develop their skills.
  • Strong Insurance knowledge across all asset classes that enable wholesome discussions on various insurance topics
  • Nationally licensed in insurance sales excluding Quebec
  • Confidence in establishing and managing relationships with sophisticated clients
  • Possess strong Centers of Influence relationships and broad network of external advisors
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.

Sales Associate

Rogers Communication
10.2018 - 12.2019
  • Actively listen to customers, analyze their needs and offer best solutions
  • Providing best advise to clients and leaving a legendary impact through service
  • Ensuring the compliance is met based on the company's guidelines, PIPEDA and CASL
  • Built relationships with customers to encourage repeat business.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Solved customer challenges by offering relevant products and services.
  • Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.

Education

Bachelor's - Commerce And Business Administration

WES
Canadian Equivalent Bachelor's Degree
07.2013

Skills

  • Excellent interpersonal, presentation, communication and negotiation skills
  • A team player with a strong work ethic
  • Insurance sales strategy
  • Cross-selling and upselling
  • Critical thinking
  • Client account management
  • Conflict resolution skills

Languages

English
Full Professional
Punjabi
Full Professional
Hindi
Full Professional

Licensingcertifications

  • C131 - Insurance Institute of Canada (2024)
  • C130 - Insurance Institute of Canada (2021)
  • Other Than Life(OTL), Insurance Institute of Ontario (2019)
  • Mutual Fund License, Investment Funds Institute of Canada (2019)

Timeline

Resource Officer

TD Insurance
12.2019 - Current

Sales Associate

Rogers Communication
10.2018 - 12.2019

Bachelor's - Commerce And Business Administration

WES

Similar Profiles

CREATE PROFILE
Simar Singh