Smit Panchani
Toronto,ON
Summary
Proven Insurance Sales Associate with a track record of exceeding sales targets at World Financial Group, Inc. by over 20%. Expert in policy analysis and client relationship building, I have successfully enhanced client retention and trained new team members, demonstrating both hard and soft skills essential for driving results and fostering team development.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Insurance Sales Associate
World Financial Group, Inc.
10.2022 - Current
- Enhanced client retention with consistent follow-ups and timely policy reviews.
- Trained new team members on products, systems, and best practices, ensuring a seamless transition into their roles.
- Maintained detailed records of all interactions with prospects and clients using CRM software, ensuring accurate reporting of sales activities.
- Collaborated with underwriters to negotiate favorable policy terms for clients based on their individual needs and risk profiles.
- Exceeded sales targets consistently by employing effective closing techniques and addressing objections tactfully.
- Educated clients on the importance of various insurance products, enabling them to make informed decisions about their coverage needs.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Followed up promptly with interested clients to close sales.
Education
Bachelor of Arts - Business And Society
York University
Toronto, ON10.2023
Skills
- Goal-Oriented
- Client Relationship Building
- Policy analysis
- Industry Regulations
- Prospecting clients
- Customer Service
- Appointment management
- Team training and development
- Rapport Building
- Contract review and analysis
Languages
English
Full Professional
Gujarati
Native or Bilingual
Hindi
Native or Bilingual
Certification
- Full LLQP (Life Licensed Qualification Program)
Timeline
Insurance Sales Associate
World Financial Group, Inc.
10.2022 - Current
Bachelor of Arts - Business And Society
York University
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