Simran Grewal Email & Phone Number

Ontario, Canada

• HLLQP license completed.
• Digital literacy using a variety of systems and tools.
• Strong sense of accountability and ability to complete tasks on time.
• Meeting (video and phone) with clients to understand their goals and insurance needs and recommend specific policies to close sales.
• Assess clients' financial situations by analyzing their financial goals, risk tolerance, income, expenses, and other information
• Develop personalized financial plans to help clients achieve their objectives

Ontario, Canada

• Extensively experience on Microsoft Office – Microsoft Word, Microsoft Excel, Microsoft Power Point.
• Handled customer interactions, giving detailed, personalized, and polite service to ensure customer retention and satisfaction.
• Maintained a professional, friendly demeanor with customers at all times.

United States

Bachelor Of Technology - Btech

Hllqp Certificate, Insurance