Raman Hashemi

I’m a results-driven Inside Sales professional with 3+ years of experience in account management, CRM-based pipeline management, and solution-based selling across the financial services and insurance industries. I bring a proven track record in prospecting, opportunity management, and sales forecasting.

In my current role as an Insurance Advisor, I developed, managed, and grew a portfolio of 200+ client accounts by using proactive prospecting via phone, email, and Salesforce CRM. I maintain strong pipeline visibility across the full sales cycle and follow up on quotes, leads, and forecasted opportunities daily.

I’ve consistently performed at a high level—achieving a 72% close rate and ranking in the top 2% of advisors in Western Canada. I lead consultative conversations to identify customer needs and recommend solution-based coverage tailored to each client’s situation, while keeping forecasts and pipeline reports accurate in Salesforce.

Before that, I contributed to $2.1M in new deposit activity as a Customer Experience Associate and supported growth through referrals and account activations (225 activations) by maintaining accurate CRM records. I enjoy collaborating cross-functionally with internal operations and compliance teams to resolve account and policy issues quickly, ensuring a strong customer experience.