Shivam Malhotra
Insurance Advisor, Life, Health & Wealth
Shivam Malhotra
Insurance Advisor, Life, Health & Wealth
Licensed for: Life, Health, Travel, Wealth, Retirement
Language: English, Hindi, Punjabi
Appointment: In-person, Virtual
Store: Concord
Phone: (437) 595-5804
About Me
I'm Shivam Malhotra, an Insurance Advisor at RBC with over 10 years of experience in entrepreneurship, sales, and team leadership. I started my career running a successful photography and real estate business in India, then advanced from Sales Representative to Store manager at Freedom Mobile in Canada. A personal experience without insurance during a health setback inspired me to help protect what matters most. Now, I specialize in providing tailored insurance solutions to help clients plan with confidence and peace of mind.
My Experience
Over 10 years of progressive experience in sales and customer service across retail and telecom sectors. Proven ability to built strong client relationships, lead high performing teams, and exceed sales targets. Skilled in financial and inventory management, CRM tools, and delivering exceptional customer experiences. Passionate about helping clients achieve their financial goals with personalized solutions-based advice.