Overview
Work History
Education
Skills
Timeline
Generic

DHRUVKUMAR RAKHOLIYA

Brisbane,QLD

Overview

2
2
years of professional experience

Work History

Life Insurance Advisor

JEEVAN SURAXA SERVICES
04.2021 - 11.2022

I have been working there as an adviser of life insurance as well as I have experienced how important insurance is for people.

  • Maintained high standards of customer service by building relationships with clients.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Marketed life insurance products to increase customer bases and revenue.
  • Negotiated with customers and insurance companies to secure favorable policy terms.
  • Promoted products and services using upselling and other sales strategies
  • Created customer databases to track and manage interactions and sales
  • Analyzed feedback to identify areas for improvement and enhance customer experiences
  • Retained up-to-date industry knowledge for accurate, well-informed customer interactions
  • Increased sales of life insurance products through tactical customer outreach

Education

ADVANCED DIPLOMA OF CIVIL CONSTRUCTION DESIGN - CIVIL CONSTRUCTION

STEP INTO TRAINING SERVICES
Brisbane, QLD
04.2025

BACHOLER OF COMMERCE - Accounting And Finance

VEER NARMAD SOUTH GUJARAT UNIVERSITY
Surat, INDIA
01.2021

Skills

  • Financial Planning
  • Needs analysis
  • Underwriting knowledge
  • Brand building

Timeline

Life Insurance Advisor

JEEVAN SURAXA SERVICES
04.2021 - 11.2022

ADVANCED DIPLOMA OF CIVIL CONSTRUCTION DESIGN - CIVIL CONSTRUCTION

STEP INTO TRAINING SERVICES

BACHOLER OF COMMERCE - Accounting And Finance

VEER NARMAD SOUTH GUJARAT UNIVERSITY
DHRUVKUMAR RAKHOLIYA