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: 14 yrs
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 (10 mos)
Senior Sales Advisor (1 yr 1 mo)
Financial Sales Advisor (10 mos)
Nordia Inc.
Business Promoter and Sales Representative (3 yrs 11 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