Description: A results-oriented financial professional in Banking and Insurance and extensive experience in client relationship management, financial needs analysis, and customized insurance solutions. She has a proven track record in sales, compliance, and providing exceptional customer experiences. Skilled in identifying client needs, offering appropriate life and health insurance products, and establishing long-term trust.
Goal: To continue as a Life Insurance Advisor
Accomplishments: LLQP
Systems: Carrier Portals
Markets: All major markets
Years of Experience: 1 year
Salary: $50k +
Education: LLQP,Licensed Mortgage Agent
Languages: English,Punjabi,Hindi
Location: Brampton & Mississauga - uses public transit
Area of Expertise: Life,health and investment-linked insurance products