Summary
Overview
Work History
Education
Skills
Certification
Volunteer Experience
Timeline

VAIBHAV CHOPRA

Kamloops,BC

Summary

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

Overview

5
5
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
1
1
Language

Work History

Licensed Insurance Advisor

RBC Insurance
Kamloops, BC
08.2022 - Current
  • Leveraging knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommending type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Evaluating business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Spending ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Utilizing advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
  • Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.

Financial Consultant

IG Wealth Management, Salmon Arm
, BC
05.2021 - 07.2022
  • Helping individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Educating clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Facilitating presentation and recommendation of services by optimizing client relationships.
  • Implementing exit strategies for clients to transition out of investments.
  • Taking client feedback on processes for improved client experience.


Sales Specialist

The Home Depot
Kamloops, BC
11.2019 - 12.2021
  • Providing first-rate service to all existing and potential customers.
  • Showcasing product features to customers and discussed technical details to overcome objections and lock in sales.
  • Building rapport with customers and assessed needs to make product recommendations and upsell.
  • Drafting, finalizing and submitting paperwork to complete sales.
  • Following up with customers after completed sales to assess satisfaction and resolve any technical or service concerns.
  • Motivating and training new team members to meet and exceed sales goals through positive reinforcement.


Seasonal Customer Service and Marketing Manager

Sandy Point Campground, Salmon Arm
, BC
05.2018 - 10.2019
  • Handling campground reservations and inquiries over the phone and in person.
  • Recruiting, interviewing, hiring and training new employees and implementing mentoring program to promote positive feedback and engagement.
  • Developing online presence of the business through social media accounts and website.
  • Engaging online audiences by placing strong focus on sales process support and responding to inquiries and comments timely and knowledgeably.
  • Setting clearly defined goals to drive increased customer retention, daily footfall, business initiatives, including online presence, brand awareness and website or social media traffic.
  • Utilizing market trends and target audience statistics to effectively and appropriately market services.

Customer Experience Associate

Walmart Canada
Kamloops, BC
09.2018 - 05.2019
  • Answering customer questions, addressed problems and complaints in person and via phone.
  • Offering each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
  • Helping customers select products that best fit their personal needs.
  • Approaching browsing customers to initiate conversations to determine buying preferences.
  • Educating customers on product and service offerings.
  • Maintaining visually appealing and effective displays throughout the store.
  • Building customer confidence by actively listening to their concerns and giving appropriate feedback.

Education

BBA - Entrepreneurship

Thompson Rivers University
05.2017 - 05.2021

Skills

MS Office

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Certification

IFIC- Mutual Funds Dealers Association

Volunteer Experience

Member Volunteer

Innovation Creativity Entrepreneurship Club 


  • Organizing group meetings.
  • Setting up club events.
  • Organizing funding from students union for events.
  • Encouraging and attracting students to attend club events.
  • Marketing club events and activities


Taxation Specialist
TRUSU Taxation Club
 

  • Training volunteer's on how to file taxes of university students.
  • Spreading awareness about tax filing across the university.
  • Helping students to get the maximum return.
  • Reviewing tax applications filed by volunteers.
  • Keeping myself updated with changing tax rules and policies.

Timeline

Licensed Insurance Advisor - RBC Insurance
08.2022 - Current
Financial Consultant - IG Wealth Management, Salmon Arm
05.2021 - 07.2022
Sales Specialist - The Home Depot
11.2019 - 12.2021
Customer Experience Associate - Walmart Canada
09.2018 - 05.2019
Seasonal Customer Service and Marketing Manager - Sandy Point Campground, Salmon Arm
05.2018 - 10.2019
Thompson Rivers University - BBA, Entrepreneurship
05.2017 - 05.2021

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VAIBHAV CHOPRA