Harsha Naidu

Dual-licensed insurance professional with 1+ years of experience advising clients on personal and financial risk solutions. Proven ability to assess client needs, recommend tailored insurance products, and build long-term relationships that drive retention and growth. Strong communicator with a track record of delivering high client satisfaction and maintaining compliance with regulatory standards, Seeking to contribute as an Insurance Advisor in a client-focused, growth-oriented organization.

Financial Advisor at SunLife, Guildford Branch (2022-10 – 2024-02)

• Advised clients on insurance and financial products, delivering customized solutions aligned with their financial goals and risk tolerance
• Conducted comprehensive needs analyses using the "One Plan" system to recommend appropriate insurance and investment strategies
• Prepared quotes and presented product comparisons, enabling clients to make informed purchasing decisions
• Managed client pipelines using Salesforce CRM, tracking leads, opportunities, and follow-ups to improve conversion rates
• Maintained a 95% policy renewal rate through proactive client engagement and ongoing service
• Achieved approximately 90% client satisfaction by delivering responsive and personalized support
• Collaborated with internal teams to resolve complex client cases and improve overall service delivery
• Ensured full compliance with Insurance Council of BC regulations and company policies

Financial Advisor at World Financial Group (2022-02 – 2022-09)

• Educated clients on financial planning and insurance solutions, improving awareness of risk management and long-term planning
• Conducted detailed financial reviews to identify client needs and recommend life, disability, and critical illness insurance products
• Researched and compared products from multiple providers to deliver tailored recommendations
• Built strong client relationships through consistent follow-ups, contributing to ~95% retention and repeat business
• Maintained accurate documentation and ensured compliance with regulatory requirements

Volunteer at Girl Guides of Canada (2022-10 – Present)

• Mentor girls aged 7-8, supporting development of confidence, teamwork, and life skills
• Assist in planning and leading activities and community events

Bachelor of Information Technology in Information Technology – Anna University (2018-04)