Shubhangi Rathore

LLQP-licensed Life Insurance Advisor with hands-on experience helping clients navigate life insurance, mortgage insurance conversions, and RESP/segregated fund planning. Skilled at building trust quickly, turning consultative conversations into long-term client relationships, and delivering measurable results. Self-motivated and fully remote-capable, with strong communication skills and a genuine passion for helping clients protect their families.

Insurance Advisor - World Financial Group - 350 Rutherford Road South, Plaza 2, Unit 212, 2nd Floor, Brampton, ON L6W 4N6

(2025-02)

Provide clients with consultative, needs-based guidance on life insurance and investment solutions, building trusted long-term relationships.

• Conduct consultative, needs-based conversations with clients to present tailored life insurance and investment solutions, including management of a $100,000 client portfolio achieving a 20% annual return.
• Guide clients through mortgage insurance to term life insurance conversions using a trust-based, relationship-first approach, reducing monthly premium costs by up to 50%.
• Execute RESP transfers into strategic growth fund allocations, delivering returns of up to 40% within a 4-month period.
• Build and maintain long-term client relationships through regular portfolio reviews and proactive follow-up, driving strong client retention and referral-based renewals.
• Maintain LLQP licensing compliance and industry regulatory standards while continuously developing product knowledge through ongoing coaching and mentorship.

Product Manager - Telus Mobility

(2020 - 2023)

• Directed a $41M product portfolio supporting mission-critical Public Safety services, applying strong financial acumen, budget oversight, and risk-based decision-making.
• Ensured full compliance with CRTC regulatory standards while leading cross-functional teams through product launches, contract negotiations, and vendor RFPs.
• Built clear, compliant customer education campaigns and communications that safeguarded client trust and understanding of complex products and policy changes.
• Spearheaded the launch of CRTC-mandated accessibility products and services, ensuring strict adherence to regulatory rulings and industry standards.

Bell Mobility Telus Mobility

(2016 - 2020)

Merchandising & Retail Management - Merchandising & Retail Management - University of Toronto (2010)

Bachelor of Engineering - Engineering - Svits, India