Yasmeen Kay
Bowmanville,ON
Summary
Dynamic professional with extensive experience at Desjardins Insurance, excelling in customer service and relationship building. Proven track record in sales pipeline management and business development, consistently enhancing client satisfaction. Adept at utilizing Microsoft Office to streamline processes and drive results, ensuring clients achieve their financial goals effectively.
Overview
8
8
years of professional experience
Work History
Insurance Account Representative
Desjardins Insurance
Whitby, ON
04.2024 - Current
- Assisted customers with various insurance policy inquiries and requests.
- Followed up with customers regarding their policy renewals or updates.
- Established relationships with underwriters, brokers, agents, and other stakeholders in the industry.
- Coordinated with external auditors during periodic reviews of company operations.
- Responded promptly to customer emails and phone calls relating to their policies.
- Explained coverage options to potential policyholders, answering questions or concerns.
Sales Advisor
Neilson Financial Services
Toronto, Canada
05.2023 - Current
- Increased sales by offering advice on purchases and promoting additional products
- Listened to customer details and offered matching solutions to meet wide range of requirements
- Maintained current knowledge of applicable sales and product changes in order to provide best possible service for all customer needs
- Used customer insights to develop innovative sales strategies to increase sales
- Developed and maintained comprehensive understanding of life insurance products, services and competitors to enhance sales presentations
- Retained excellent client satisfaction ratings through outstanding service delivery
- Collaborated with cross-functional teams to identify and address customer needs
Real Estate Agent
Century 21 Percy Fulton
11.2020 - Current
- Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages
- Liaised between buyers and sellers to provide positive experiences for both parties
- Wrote listings detailing and professionally highlighting property features to increase sales chances
- Developed and implemented strategic marketing plans to increase potential for selling properties and generate more leads
- Marketed and sold property for clients by hosting open houses and advertising online and in print
- Conducted comprehensive market analysis to identify opportunities for investors
- Closed on average thirty transactions a year
Financial Advisor
TD Canada Trust
03.2017 - 11.2020
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms
- Consulted with clients to assess and meet short- and long-term financial goals
- Ascertaining customers needs by referring customers to appropriate financial planners to better help them with their banking needs
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans
- Addressed non-compliance issues by requesting additional information from client and updating remediation records
Education
LLQP - Life Insurance
REMIC
02.2023
Real Estate License -
OREA College
11.2020
Bachelor of Arts - Internation Economics And Finance
Ryerson University
Toronto, ON06.2020
Skills
- Strong communication skills
- Customer Service
- Microsoft Office
- Business Development
- Time Management
- Attention to Detail
- Service-Oriented
- Relationship Building
- Sales Pipeline Management
- Financial Assistance
Timeline
Insurance Account Representative
Desjardins Insurance
04.2024 - Current
Sales Advisor
Neilson Financial Services
05.2023 - Current
Real Estate Agent
Century 21 Percy Fulton
11.2020 - Current
Financial Advisor
TD Canada Trust
03.2017 - 11.2020
LLQP - Life Insurance
REMIC
Real Estate License -
OREA College
Bachelor of Arts - Internation Economics And Finance
Ryerson University
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