Poonam Rawal
Life Insurance Specialist @Greenstone Financial Services Canada
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WORK HISTORY
Life Insurance Specialist @Greenstone Financial Services Canada
North York, ON, CA
Act as the primary contact for life insurance inquiries, guiding customers in choosing the right protection for their families. • Leverage expert product knowledge and a customer-first approach to actively drive sales. • Communicate product details clearly and ethically, aligning with Treating Customers Fairly (TCF) standards. • Consistently outperform sales targets while maintaining exceptional quality and compliance levels.
EDUCATION
St. Francis College for Women
Bachelor of Commerce - BCom, International Business
St. Francis College for Women
High school, Public Administration
Seneca Polytechnic
Diploma of Education, International Business
Seneca Polytechnic
Diploma of Education, Marketing
ABOUT POONAM RAWAL
Life Insurance Advisor
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