Rishita Garg — Sales Executive
I am a results-driven Sales Executive with 10+ years of experience in sales and the insurance and financial services industry, specializing in life insurance, investment solutions, and client relationship management. I excel in building trust with clients, driving consistent revenue growth, and delivering tailored financial strategies that align with long-term wealth and protection goals. With a proven track record of exceeding sales targets and managing diverse client portfolios, I am committed to helping individuals and families secure their financial futures while continuing to grow my expertise in advanced financial planning and wealth management.
Stackforce AI infers this person is a Sales Executive with expertise in Financial Services and Client Relationship Management.
Location: Toronto, Ontario, Canada
Experience: 13 yrs 10 mos
Skills
- Financial Planning
- Client Relations
- Sales
- Customer Service
- Financial Analysis
- Leadership
- Business Analysis
- Documentation
- Account Management
- Market Research
Career Highlights
- Over 10 years in sales and financial services.
- Consistently exceeds sales targets by 110-130%.
- Expert in client relationship management and financial planning.
Work Experience
Neilson Financial Services
Senior Sales Executive (7 mos)
Senior Sales Advisor (10 mos)
Financial Sales Advisor (10 mos)
Nordia Inc.
Business Promoter and Sales Representative (3 yrs 8 mos)
Maven
Operations and Finance Manager (5 yrs 1 mo)
Digitec
Project Business Analyst (2 yrs 2 mos)
Lifevision Healthcare
Account Manager, Talent Acquisition (4 yrs 11 mos)
Education
at Dagshai Public School
Master's degree at Panjab University
Bachelor of Business Administration - BBA at Guru Nanak Khalsa College for Women, Model Town
High School Diploma at Indian Financial Institute
Doctor of Philosophy - PhD at The United States Of America