Neda Shamsian
Insurance Advisor, Life, Health & Wealth
Neda Shamsian
Insurance Advisor, Life, Health & Wealth
Licensed for: Life, Health, Travel, Wealth, Retirement
Language: English, Farsi
Appointment: In-person, Virtual
Store: Toronto Central-Don Mills
www.linkedin.com/in/neda-shamsian-91a38858/
Phone: (416) 624-6100
About Me
Dedicated insurance advisor with 16 years of extensive experience in Banking and Financial industries. Committed to providing comprehensive insurance guidance to individuals and businesses for financial security and peace of mind.
My Experience
Conducted through financial analysis for loan applications ,mitigating risks and maintaining low default rate. Build and maintain strong relationships with clients, providing guidance throughout the mortgage application process and fostering trust. Stay informed about current market trends , interest rates and competitor offerings to provide clients with up-to-date and relevant mortgage advice. Successfully managed customer transactions , ensuring accuracy and adherence in banking regulations . Consistently exceeded sales targets by 20% ,promoting and cross-selling various banking products and services . Spearheaded the implementation of a streamlined customer service process , resulting great customer satisfaction.