Lavya Morakhiya

WORK HISTORY

EDUCATION

ABOUT LAVYA MORAKHIYA

I am a motivated sales and financial services professional with a strong background in customer service, advisory, and client relationship management. My career journey spans across the financial, insurance, and retail sectors, where I’ve consistently delivered results by combining product knowledge with a client-first approach.With hands-on experience as an Insurance Advisor at Desjardins, I developed expertise in understanding client needs, recommending tailored insurance solutions, and building long-term trust. My previous roles as a Sales Advisor at The Mobile Shop and a Financial Services Representative at Arise Finvest strengthened my ability to identify opportunities, close sales, and exceed performance targets, while my time at Circle K enhanced my customer engagement and service excellence skills.I hold a Diploma in Financial Services with a focus on finance, which has provided me with a solid foundation to analyze client needs, explain complex products in simple terms, and support informed financial decisions.I thrive in fast-paced, client-focused environments and enjoy building meaningful connections while helping individuals achieve their financial and personal goals. Areas of Expertise: • Insurance Advisory & Financial Services • Sales Strategy & Client Acquisition • Customer Service Excellence • Relationship Building & Retention • Problem-Solving & Needs AnalysisAlways eager to learn, grow, and contribute to a team’s success, I bring a proactive mindset and a passion for guiding clients toward the right solutions.